LVS 2Q Results

Recent Blogs

Silvia ($SVIA) Buys Back Another 5%

Silvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based...

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Portfolio Update

On back to back to back research calls so I need to make this quick. Covered the $INTC Dec $140 short call position. We put those on 2 weeks...

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