David Shapiro (@davidsh87154561) 's Twitter Profile
David Shapiro

@davidsh87154561

Diligent investor who specializes in micro and small cap contracyclicals. Arbitrage trader in spare time.

ID: 1434981574697635841

calendar_today06-09-2021 20:47:38

34 Tweet

313 Followers

731 Following

David Shapiro (@davidsh87154561) 's Twitter Profile Photo

Be careful with long $AMRK. Wholesale physical premiums (80% of their business) absolutely devastated in CYQ1 and even now in CYQ2 they remain below CYQ4 2023 averages. Source: one of $AMRK's biggest trading desk competitors. Thoughts?

Be careful with long $AMRK. Wholesale physical premiums (80% of their business) absolutely devastated in CYQ1 and even now in CYQ2 they remain below CYQ4 2023 averages. Source: one of $AMRK's biggest trading desk competitors. Thoughts?
David Shapiro (@davidsh87154561) 's Twitter Profile Photo

$AMRK. Once again up despite no change in physical spot premiums which are near their lowest in years according to the PlatformGold trading desk, all while website traffic collapses. This bubble will burst when insiders who sold in CYQ1 at $25 dump their entire positions at $40+.

$AMRK. Once again up despite no change in physical spot premiums which are near their lowest in years according to the PlatformGold trading desk, all while website traffic collapses. This bubble will burst when insiders who sold in CYQ1 at $25 dump their entire positions at $40+.
David Shapiro (@davidsh87154561) 's Twitter Profile Photo

$AMRK still a great short even with covering in the mid 30s. I think insiders who sold last quarter at $25-27 will dump big at anything $37+. Stock's fundamentals are wrecked, next quarter will be only a very slight spread improvement (well below CYQ4!). Blackout ends in 2 days.

$AMRK still a great short even with covering in the mid 30s. I think insiders who sold last quarter at $25-27 will dump big at anything $37+. Stock's fundamentals are wrecked, next quarter will be only a very slight spread improvement (well below CYQ4!). Blackout ends in 2 days.
David Shapiro (@davidsh87154561) 's Twitter Profile Photo

Plus when Huckster Harris Kupperman sells, the stock will crash. He owns 1.5 million shares of a company whose returns couldn't even match the discount rate if it was trading at $25/share. Might I suggest Kuppy consider the 60/40 portfolio model instead of $AMRK?

David Shapiro (@davidsh87154561) 's Twitter Profile Photo

Evil financier Bill Browder wants to steal $400 billion from the Russian people. Злой финансист Билл Браудер хочет украсть у российского народа 400 миллиардов долларов! youtube.com/watch?v=lpXOJF…

David Shapiro (@davidsh87154561) 's Twitter Profile Photo

Сегодня Яхве поразил страшного мусульманского инфаделя. Да здравствует истинная христианская церковь! Мы должны уничтожить всех, кто презирает хороших христиан

Сегодня Яхве поразил страшного мусульманского инфаделя. Да здравствует истинная христианская церковь!

Мы должны уничтожить всех, кто презирает хороших христиан
Sarah Raviani (@sarahraviani) 's Twitter Profile Photo

Tonight, my thoughts are with the countless victims of the Islamic Republic – those whose lives were taken due to the crimes of Ali Khamenei and Ebrahim Raisi. Their futures were stolen and many endured untold suffering in their final moments. We will always remember our heroes.

David Shapiro (@davidsh87154561) 's Twitter Profile Photo

Подписать африканских обезьян сражаться за нашу великую Федерацию? Ну и шутка! Русской славы больше нет при Путине

(((Tendar))) (@tendar) 's Twitter Profile Photo

According Russian sources, an Ukrainian UAV made it all the way to Orsk, Orenburg Region, Russia, making it with almost 1,500 km (920 miles) a new record. At the moment it is unconfirmed what has been hit or how severe the damage is. It is rumored that that long-range radar site

According Russian sources, an Ukrainian UAV made it all the way to Orsk, Orenburg Region, Russia, making it with almost 1,500 km (920 miles) a new record. At the moment it is unconfirmed what has been hit or how severe the damage is.

It is rumored that that long-range radar site