Rod Alzmann (@RodAlzmann) header
Rod Alzmann (@RodAlzmann) profile picture

Private investor hunting for one (or three)-foot hurdles. Special sits & other unsavory, unpopular, securities. My edge (tax) is different than yours, DYODD.

Tampa, FL
Joined January 2010
Photo by Rod Alzmann (@RodAlzmann)Photo by Rod Alzmann (@RodAlzmann)Photo by Rod Alzmann (@RodAlzmann)Photo by Rod Alzmann (@RodAlzmann)Photo by Rod Alzmann (@RodAlzmann)Photo by Rod Alzmann (@RodAlzmann)Photo by Rod Alzmann (@RodAlzmann)Photo by Rod Alzmann (@RodAlzmann)Photo by Rod Alzmann (@RodAlzmann)Photo by Rod Alzmann (@RodAlzmann)
Five years ago I lived one of the craziest days in a lifetime, recording an Odd Lots interview during the morning peak of what would come to be known as meme mania.
GMEdd.com's Rod Alzmann has seen value in $GME since '17, before all the mania hit the stock. Hear how he stuck to his guns over the years til it paid off. Want to hear more? Listen to @TheStalwart & @tracyalloway on the new Odd Lots podcast trib.al/f026Wy1
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Adding more $ZIM here near $28. Sectoral selloff seeping through is an opp given idiosyncrasies And a touch more $IMXI ahead of this afternoon’s call. I like the implied odds at $8.30. Equity can survive a delay, calls can’t. Inshallah fellow Intermex holders. Been a long one.
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"We have now passed our second HSR review window, again clearing us of the HSR review requirement... actively engaged in discussions with California regulators...recently received feedback from DFPI and actively working to determine an acceptable path forward..." ... reiterated..
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outside date of the 10th. 'to determine an acceptable path forward' is interesting.
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$WILD.TO was a good coffee money pickup for the tender that, somewhat to my surprise, was barely oversubscribed. Ex post, this was very attractive to oversize rather than just collect my C$.19 spread on 99 shares. Another datapoint to enhance ze supabase solver.
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Again, dyodd, taxes,.. IBKR Roth tender took all of a few minutes from the C$1.26 limit that filled a couple weeks back, the ability to self-service submit instructions same day, and the proper US/CA treaty treatment (for deemed dividend situations)
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I only underwrote the base of the 1.30-1.45 auction range, so the acceptable minimum spread net of commission was less than a coffee at most places nowadays. Worked out better in the case.
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Good take. Good outcome, too.
Today's results are better understood as a left-center wave, not a woke one. Trump lost big but so did a lot of far left ideas. - Billionaire tax failed in CA - Transgender school sports restrictions passed in WA - Increased penalties for fentanyl dealing and even possession passed in CO - Wiener won over Chan in SF Nationwide the electoral mood was normie lib wine mom, not far left. A victory against the horseshoe.
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Thankfully, Trump handpicked many far-right primary winners that went on to yield senate seats to center-left democrats. Seats they hadn’t held in decades. Those are six year terms. Huge self-own.
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As a former member of the Republican Party, and current FL NPA that votes every election, idk what/who they can present in 2028 that’s center-right and genuinely repudiates this disease that’s destroyed the party’s fiscal, freedom, and fairness foundations
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Crazy how denigrating a dead man’s final cause, the Lindsey Graham Russian sanctions bill, could directly lead to his sister losing and weakening his own senate (after the lame duck) minority. Not Sad! That actions have consequences.
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Glad to see many others opted to vote for Kathy Castor alongside me.
Pretty easy to fill out my ballot tonight and drop it in the mail. I certainly won't be voting for a self-monikered MAGA Mike Beltran.
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Pretty woeful sign for MAGA that this redistricted +10 Trump experienced a nearly 15 point swing against him
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Week one at maintenance complete, feeling great considering nearly 32mi over those 5 lifting days... AI such a great coach, ngl.
Back training at maintenance again this week—first 4k+ calorie day in a while after a leg day + 24k step (7.25mi jog after lifting) Wednesday in the books 💪
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Week 4 of lifting since returning to retraining,... ran three weeks as a mini-cut to bring body fat down to ~10-11% to build off. At least a few weeks at maintenance then re-assessing, lesgooo.
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$UTMD surprised me in only seeing ~half the offered shares (20% of outstanding) tendered. Anyone have some dope proration scenario models / prompts they'd like to share?
This morning in $UTMD a good example of broker operating choices mattering. Spot price exceeded the odd lot tender fixed $75--allowing nimble shareholders to sell to Mr. Market this morning at prices in excess of the delayed tender payment's present value.
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Like, the sell-off late on the 23rd, the effective final day to tender from most brokers for retail beneficial owners, was actionable at a very attractive hurdle dependent on one's view of the probability of full acceptance.
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