2024-12-19
reading journal:
Notes from https://www.barrons.com/amp/articles/bill-ackman-fund-trump-0a00d177
- some stocks mentioned: Canadian asset manager Brookfield, Nike, CMG, Restaurant Brands International, Fannie Mae
Notes from https://www.barrons.com/amp/articles/real-estate-brokers-stock-cheap-douglas-elliman-74f3f15c
- Real estate broker Douglas Elliman
- 7,000 agents
- a spinoff from cigarette maker Vector Group at the end of 2021
- fifth-largest real estate broker nationwide
- the industry leader is Compass with a market cap of \$3.6 billion
- average selling price on homes it brokered was \$1.6 million this year
- CEO is Michael Liebowitz
- its competitors are Compass, Re Max Holdings
- Anywhere Real Estate , which owns Corcoran Group
- Berkshire operates Home Services of America, one of the largest residential real estate brokerage firms in the country
Notes from https://www.barrons.com/amp/articles/microstrategy-bitcoin-buy-stock-63fdd9b3
- Asof 2024-11-18, MicroStrategy owns 51,780 bitcoins
Notes from https://www.barrons.com/amp/articles/bitcoin-options-trading-ishares-etf-ibit-2cd823b1
- iShares Bitcoin Trust
- ticker: IBIT
- AUM: \$42 billion
- started in Jan 2024
- competitors: the Grayscale Bitcoin Trust and Fidelity Wise Origin Bitcoin Fund
- Alison Hennessy, the director of exchange-traded products listings at Nasdaq
- The Options Clearing Corp. settles options trades
Notes from https://www.barrons.com/amp/articles/bitcoin-etf-options-ibit-59de7627
- Chris Murphy, co-head of derivatives strategy at Susquehanna International Group
Notes from https://www.barrons.com/amp/articles/microstrategy-bitcoin-stock-a1db95bb
- market cap: \$96 billion based on basic shares outstanding, \$110 billion using a fully diluted share count
- MicroStrategy is now one of largest U.S. companies not in the S&P 500 index.
- leading gold miners, Barrick Gold and Newmont
Notes from https://www.barrons.com/amp/articles/microstrategy-bitcoin-buys-bonds-570ae7f7
- asof 2024-11-20, MicroStrategy owns 331,200 bitcoin
- market cap: \$106 billion based on basic shares outstanding, \$120 billion using a fully diluted share count
Notes from https://www.barrons.com/amp/articles/microstrategy-stock-price-bitcoin-holdings-4320f4cf
- asof 2024-11-25, MicroStrategy owns 386,700 Bitcoin
Notes from https://www.barrons.com/amp/articles/microstrategy-stock-price-bitcoin-underwriters-9a2a8a20
- asof 2024-12-04, MicroStrategy owns 402,100 Bitcoin
Notes from https://www.barrons.com/amp/articles/microstrategy-buys-bitcoin-holdings-49b697e3
- asof 2024-12-09, MicroStrategy owns 423,650 Bitcoin
Notes from https://www.barrons.com/amp/articles/microstrategy-palantir-stock-nasdaq-100-2e0a7479
- Nasdaq 100 is composed of the 100 largest nonfinancial companies in the Nasdaq Composite index
- Nasdaq uses Industry Classification Benchmark (ICB), a product of FTSE International Limited, as the basis for its classifications.
- QQQ has about \$325 billion in AUM