Here are today’s things: * Added to PEP ($PEP) $134.57 * Added to cannabis – TRLV ($TRLV) $8.79 and VRNO ($VNRO) $5.69 Positions: Long PEP S/M TRLV S VRNO S
Read in context ›Trulieve Cannabis Stock (TRLV)
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Daily Diary Mentions
13 mentionsThings I Did Today Things I Did Today Here are today’s things: * Added to $GTBIF at $7.08, $TRLV at $8.74, $VRNO at $5.72 and $MSOS at $4.39. * Added small to $PEP at $136.32 and $PG at $148.73, Position: Long MSOS (VL), GTBIF (S), TRLV (S), VRNO (S), PEP (S), PG (S)
Read in context ›From The Street of Dreams Cantor Fitzgerald initiates Trulieve ($TRLV) with an Overweight (and a $15 price target). Position: Long TRLV (S)
Read in context ›Things I Did Today Here are today’s things: * Shorted the indices: $SPY at $752.83 and $QQQ at $722.13 * Covered my index shorts for a profit: SPY at $749.63 and QQQ at $717.82 * Shorted $GRNY at $27.86 and $JOET at $45.83 * Shorted $JPM at $338.50 and covered it at $327.31 * Reshorted $JPM at $343.78 * Shorted $MS at $230.43 * …
Read in context ›Examining ‘Group Stink’ * And fading it… I don’t own and am currently short (and have been recently short C, JPM, GS, MS, UBER, NFLX, homebuilders, etc.) some of the most consensus sectors. I am long some of the most non-consensus sectors. Consensus Longs: * Memory: SanDisk ($SNDK), Micron ($MU), Intel ($INTC), AMD ($AMD), Applied Materials ($AMAT) (“it’s different …
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