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diary:2024-12:2024-12-19

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
diary/2024-12/2024-12-19.txt · Last modified: 2024/12/19 15:56 by raju