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Strategies & Market Trends : Burryology
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To: Sean Collett who wrote (10)11/17/2023 9:03:27 AM
From: Harshu Vyas  Read Replies (1) of 39
 
Hi Sean,

Few observations - why would you want to buy puts on a company you're longing? (BKNG)

I couldn't invest in China but that's a personal preference.

SBLK, SB, EURN - that seems the most interesting and I don't fully understand it (yet). Is it a bet on inflation?

HPP is CRE - contrarian, to an extent, given the CRE "doom and gloom." I like VNO but I wouldn't invest just yet.

NXST - broadcasting and leverage.

CRGY - haven't looked at the light oil production but I imagine it also stands to benefit from inflation.

I feel this whole portfolio stands to benefit from inflation and would probably get hit hard if recession occurred. I find that interesting. It also stands to benefit if the Fed cuts rates. This is all jmo.

HPP is my personal favourite pick out of the group followed by the dry bulk transportation companies.
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