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Everything posted by FreeBaGeL

  1. Yes the unwritten rule is obviously 5-10mph over, and that's where I'm typically at. But no I don't find it "maddening" when someone is driving the actual speed limit and technically following the law instead of the unwritten rules that aren't bulletproof. Yes I do find it "maddening" when they do it in the left lane though. Here's a question though, how much trouble can you get in for following the unwritten rules if something unforeseen happens? If you get into a bad accident or god forbid hit a pedestrian that darts out in front of you or something, one of the questions you are going to be asked is were you speeding. How much trouble could it potentially put you in there to have to answer "well technically yes I was speeding."?
  2. 3 people got out of an SUV with assault rifles and fired into a CROWD OF PEOPLE that were standing outside a nightclub. They HIT 25+ people and there were likely many more in the crowd that was being fired into.
  3. Like always it should be a lot more. De bruyne injury was like 10 mins on its own.
  4. That's why I like keeptradecut, it adjusts the points with a boost to the team giving the best individual players to prevent stacking a bunch of mediocre players for one good one. ETA: Not that I use it as gospel or anything. But it's a nice feature.
  5. The warrants and commons will eventually adjust to the $11.50 difference once the warrants are redeemable, either via the commons coming down in price relative to warrants, warrants going up, or some combination of both. If you're planning to hodl long term you may as well buy the warrants as like you said, they are cheaper and get you the same thing in the end. If you're planning to move out of the stock in the short term the arbitrage gap could be anywhere at the time you want to sell, possibly even larger than it is now. We played NKLA warrant arbitrage in this thread last year when the gap was massive (like $20 difference if I recall). Ultimately in that case they both lost so much value with the air coming out of the company that the lost stock price more than covered the arbitrage difference in the end, but SoFi seems much more stable.
  6. Opinions will vary from owner to owner but I think via the consensus Adams/Cook were pretty much equal before the Rodgers rumors. I think the side getting Adams here is taking on all the short-term risk and not really getting any sweetener on top to do so.
  7. I've kind of always thought that with all else equal a pick around 1.05 was worth a pair of future 1sts. Given that this class is a pretty good one and, while it can certainly change, right now people are mostly down on the 2022 class, I think this was a solid deal.
  8. Can you share your experience with this a little more? I assume this means you can't sell or use your BTC until the loan is paid off, or do you just have to keep enough to cover whatever the balance of the loan is at the time? Also what happens if the price of BTC drops substantially while the loan is still open? I guess that is more of a risk for the lender but could they come and force a repayment on the loan if the collateral is no longer worth enough to cover it? What were the terms of the loan (APR/length)? Thanks!
  9. I think teams are so creative with the cap nowadays we really have no concept of what a team really can or can't do. The Rams come to mind with all the capologists telling us they were only going to be able to ink long term deals for like 2-3 out of Goff/Donald/Gurley/Kupp/Woods. Then they ended up not only signing all five of them but also trading for Jalen Ramsey and giving him a huge deal on top of all that.
  10. Author must have forgotten that Philip Lindsay and CJ Anderson have moved on.
  11. He is bearish on the stock. Bought puts, and not likely a hedge since I believe he has to file a 13F and doesn't have any TSLA holdings in there. As McB mentioned it was the erroneous dollar amount that was the goof in the reporting (or at least misrepresented), not the direction of the trade.
  12. Yeah the discount seems to shrink during large momentum moves and grow when BTC is consolidating and moving slowly. I have mostly the actual coin but some GBTC as well and surprised it wasn't hurting a lot more this morning.
  13. Fidelity has been having issues this morning.
  14. It's garbage reporting. The $500 million number was actually the value of the TSLA shares that all of the put contracts represent. He's long 8000 puts, which if executed are worth 800k TSLA shares, which the article was saying 800k TSLA shares are worth $534 million. There is zero mention of how much the 8000 puts cost Burry so no idea how much money he actually put into the short position. The puts could be monthly puts that are way OTM that cost like $0.05 each, or they could be ATM leaps that were $20 each. Or a mix of both. We have no idea if his short position cost him $100 or $100,000,000.
  15. Can't they just sell it as soon as they receive it? ETA: Like everyone else in the world is right now, apparently.
  16. Everyone sees that. I can definitely see it as reasonable for the occasional person to fade that though since we've been certain that a weak WR corps meant plenty of other TEs were going to get showered with targets in the past and it hasn't worked out. I like Hockenson, but he's an interesting case to me. Everyone says he's going to get peppered with targets, but no matter how hard they argue it they seem unwilling to really commit to it. By that I mean if you truly believe Hock will see 150 targets this year there is no way you should have him ranked lower than the #1 TE, maybe #2 at worst. If he gets 150 targets he's a virtual lock for 1000 receiving yards and a 23 year old TE coming off a 1000+ yard receiving season will be untouchable at that point.
  17. Still though, Moore goes ahead of both ARob and Cooper in startups yet you're kind of tossing him to the side of the deal like he's some throw-in. I agree the team giving Waller/ARob gave too much but it's mostly a bunch of nickels added onto the end that really tilt it to not being that close, but the core of the deal is very reasonable.
  18. The much more obvious reason is that he doesn't care personally but faced Tesla as a company faced pressure in the face of their sustainability claims. I doubt there was anything nefarious about it. If Musk wanted to make a fortune while ticking everyone else off he would just sell a bunch of TSLA shares. Bad sustainability optics for a sustainability company. I doubt they foresaw people caring as much about the sustainability issues of BTC when they bought it.
  19. ETN easily, great deal. Kupp has minimal value in that league type.
  20. Not sure I'm understanding this correctly. Was he saying the Ark funds are exiting those positions and that is causing the price drops?
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