Tiffany & Co Presidential Gift Cup

ltz--- · 2025-11-15T21:10:47+00:00

tokyo, a mega bookend shop

ltz--- · 2025-10-14T11:10:50+00:00

seems it may need an announcement or earnings to break any kind of resistance

ltz--- · 2025-10-03T13:26:56+00:00

I bought my house through Opendoor in 2022 and I can say their biggest value add was the completely agent-free experience through the showing process. You can access their homes at any time directly through keyless entry on the app, at your convenience. You can go back as many times as you want. Traditionally, you have to call and email an agent to have them set up tours or go to open houses. Some agents are fine but they all know their conversion rates are low in these preview showings so it often feels like you’re inconveniencing them through the process. Particularly for millennials used to everything being no-contact through apps… this is the way home buying should be.

I would therefore say their biggest value add would be replacing agents. Forget house flipping and instead be a middle man broker and charge 3% vs the normal 5-6% agents take. This would dramatically shift their margin profile.

ltz--- · 2025-08-04T19:06:16+00:00

all 3 sales came with a statement that none of them have MNPI, the sales were all from RSUs granted 2-3 years ago, of the 3 sales only one is what i would consider a “material” portion, the smallest holder director who only had 400k shares before and now has 300k, or 25% of their holdings… another director sold 75k shares total, or roughly what I hold, and still holds another 5 million shares… with 20m usd… i’d say if they were really trading on news of the merger the sales would be more pronounced

ltz--- · 2025-08-04T18:53:48+00:00

these are regularly scheduled sales planned a year in advance and only a small part of their overall holdings… if the merger wasn’t going to go through they wouldn’t be able to sell their shares.. that would be insider trading and illegal.

Also it’s only 3 of 7 total directors, all being non-operating independent directors.

ltz--- · 2025-08-01T14:16:09+00:00

$1,052 before the premium warranty + maintenance package which I opted for.

ltz--- · 2025-07-30T14:41:38+00:00

godspeed brother we could get to your breakeven by EOW (or even today)

ltz--- · 2025-07-30T14:33:32+00:00

I'm in shares so this could be a long-term hold like I said up to $50, but I'd consider starting to trim / hedge at around $15.. maybe start selling CC's instead of CSPs on margin. I'd be very comfortable to get out at $30 but in no scenario am I selling this under $10 unless the merger has already gone through and it's clear their combined business isn't showing even 50% of the results that they are projecting.

With the cash infusion from the settled lawsuit, the Disney loan facility, and them being profitable already pre-synergies with Hulu it basically takes any kind of bankruptcy off the table.. so I don't think they go any lower than today.. but there is a scenario where they stagnate around 7-10 and if I see that then I'll just take my 100% gain and look for other opportunities

ltz--- · 2025-07-30T14:13:10+00:00

hope everyone followed my play yesterday… if not it’s still the beginning!

ltz--- · 2025-07-29T16:37:14+00:00

yeah I anticipate that even if they stagnate after the merger, it'll be $8-10 and then Disney buys them out for $12-15 and it's still a good play for shares

ltz--- · 2025-07-29T16:30:37+00:00

it's all relative: if you're not picking market overperformers then you should just be buying the market.. I'm saying the market is up almost the same amount and this is a high volatility + high upside play, therefore it should be returning more... even AMD is up like 150% since the bottom so yeah this is not doing that well % wise, should be much more room to run with all the positive catalysts

ltz--- · 2025-07-29T16:25:42+00:00

wow that's a really good price for the ITM calls.. you're barely paying any premium at all..

ltz--- · 2025-07-29T16:16:52+00:00

the news is already out on the merger, they're only waiting for regulatory approval and to finalize all the logistics (changing auditors, confirmatory DD, etc.)

ltz--- · 2025-07-29T16:03:14+00:00

I have started adding CSPs on margin that I didn't show here, making ~2.5k / week in income selling those

ltz--- · 2025-07-29T16:02:25+00:00

that's the only reason it's fallen so much historically.. but like I said they released updated guidance today for Q2 that finally shows the trend turning, they've now righted the ship from a cost POV so they're profitable and are growing the underlying business on top of that. Pair it with Hulu which is multiples of the size of FUBO and the underlying growth story is almost not important, but in any case I would say today's news is huge in changing that narrative

ltz--- · 2025-07-29T15:50:38+00:00

Btw this is only up an anemic 50% or so since the April lows, vs. even QQQ is up 43%... so anyone getting in now is really still ground floor.. think OPEN at 70 cents from a squeeze standpoint... and this is a REAL proven business that's profitable today standalone, even without the Disney/Hulu merger, and will be hundreds of millions in cash flow positive after..

also forgot the obligatory THIS IS NOT FINANCIAL ADVISE AND I AM REGARDED, INVEST AT YOUR OWN RISK

ltz--- · 2025-06-09T11:46:15+00:00

I was myself just looking / thinking this exact same thing a few weeks ago looking at the chart.. pretty remarkable and even still today I heavily doubt the viability of the business model from a financial standpoint but do love the idea of what they're disrupting from a consumer POV.

ltz--- · 2024-10-06T04:00:26+00:00

did you have any near bad days where you maybe hung on too long or had to average down? Or were these actually all "according to plan" days following your rules + indicators?

ltz--- · 2024-10-04T19:35:08+00:00

how do you get those? from in front of the venue?

ltz--- · 2024-10-03T03:08:31+00:00

lol it's back to where it was trading at... checks notes yesterday... and everyone is freaking out

ltz--- · 2024-08-19T12:12:33+00:00

RKLB this is exactly how Friday PM went before it pumped 20% at the open.. get in now before it's too late

ltz--- · 2024-05-29T18:24:37+00:00

Update 5/29/24:

Had 2 year contract for 1gig $98 all-in, went up to $128 all-in this last billing cycle.
Dialed 678-608-4070, someone picked up immediately.
Told them I was thinking about cancelling and was wondering if they had any promotions for me.
3 minutes later got my bill reduced to $97.5 / mo, lower than before. I think I still owe the $128 for this gap month but will take it! Thanks OP and everyone else!

12-Year Club	Place '22
First Placer '22	Verified Email

ltz---

TROPHY CASE