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@jktadave "@StoicInvestor42 @Fund_CDM @sidecarcap I do see benefit in using multiple brokerages -- fraud risk staying under the SIPC cash limit some institutions provide different services you can share reps with relatives. Maybe trying a new strategy is a decent reason to diversify brokerages. (4/4)"
X Link @jktadave 2025-10-15T11:47Z XX followers, XX engagements

"@Divergent7651 Tks for highlighting that; I'm long $SCCO & $TGB but never had a position in $FCX. Have you seen this A strangle could make sense. Qs: what has the market priced in re: Grasberg's fate & when will that fate be clearer (what expiration date to choose)"
X Link @jktadave 2025-10-13T04:48Z XX followers, XXX engagements

"@TraceyRyniec BTW Tracey around a month ago you did a podcast on the industrial chemicals sector but made no mention of $LYB. I'm curious why not. Right now LYB has 2x the market cap of $EMN which was one company you focused on"
X Link @jktadave 2025-09-30T04:19Z XX followers, XXX engagements

"@StoicInvestor42 @Fund_CDM @sidecarcap Maybe a separate account is a legitimate way to (1) give yourself permission to experiment; (2) ensure you'll not casually slip beyond the limit you initially set; (3) simplify tracking results by strategy/asset category. (3/4)"
X Link @jktadave 2025-10-15T11:46Z XX followers, XX engagements

"@Divergent7651 @Divergent7651: I just finished listening to the webcast of the $SOLS investor day. I decided I'm not interested in owning SOLS shares after the spinout from $HON. Wanted to share my thoughts on this w/ you. (None of what I say is investment advice.) 1/12"
X Link @jktadave 2025-10-13T07:50Z XX followers, XXX engagements

"@Divergent7651 The biggest single business line for $SOLS is refrigerants. If I wanted that kind of exposure Im not sure I would choose an HFO/HFC manufacturer instead of a company positioned elsewhere in HVAC like $CARR or $JCI or $WSO. 3/12"
X Link @jktadave 2025-10-13T07:51Z XX followers, XXX engagements

"@Albie1228 @Divergent7651 Apex: If you own $HON as of Oct XX (record date) you'll get $SOLS shares for free (o/a Oct 30). When SOLS is spun out HON's share price should dip. Your brokerage will apportion part of your HON cost basis to your SOLS shares. But then it's your decision what to do with SOLS"
X Link @jktadave 2025-10-15T02:22Z XX followers, XXX engagements

"@mining Extra context: 1) Indonesia banned concentrate exports; 2) $FCX planned to process its Indonesian concentrate at Gresik smelter which FCX Indonesia (PTFI) owns & operates; 3) Indo's govt owns a majority of PTFI; 4) Grasberg (Indo) production severely disrupted. cc @BurggrabenH"
X Link @jktadave 2025-10-15T04:01Z XX followers, XXX engagements

"@Divergent7651 Given my individual preferences & risk tolerance my concerns and uncertainties outweigh the appealing elements of $SOLS. But I appreciated having felt motivated to investigate & learn about the business. I hope SOLS works out for you. Im still looking at post-spin HON. 12/12"
X Link @jktadave 2025-10-13T07:58Z XX followers, XX engagements

"@Divergent7651 $SOLS has multiple lines of business. Most seem appealing but I might be more enthusiastic if it were a pure play. For example: the semiconductor business sounds good but if I want to invest in that area I would probably choose from among the many semi cap equip cos. 2/12"
X Link @jktadave 2025-10-13T07:50Z XX followers, XXX engagements

"@Divergent7651 Note the reference to a 3-mile radius. That seems to encompass all of central Metropolis per Google Maps. Its a small town but still 8/12"
X Link @jktadave 2025-10-13T07:55Z XX followers, XX engagements

"My two most recent trades were on October X. In both cases I was averaging down. I bought $HRL and sold in-the-money calls to limit my downside a bit as I intend to harvest a tax loss and soon return to my pre-October position size in HRL"
X Link @jktadave 2025-10-12T05:58Z XX followers, XX engagements

"@Divergent7651 In the webcast an analyst refers to HFO patent protection. Attached is a screenshot of what Microsoft Copilot could tell me about that. Copilot sometimes hallucinates but this material makes me cautious. 4/12"
X Link @jktadave 2025-10-13T07:52Z XX followers, XX engagements

"@Divergent7651 Since $CC also makes HFOs I thought I would compare to $SOLS. Saw CC stock has done terribly. Reason seems to be PFAS litigation. Given CCs PFAS angle I wondered if SOLS also has exposure. No indication from the Form XX but heres Copilots view. 5/12"
X Link @jktadave 2025-10-13T07:53Z XX followers, XXX engagements

"@TraceyRyniec Given the performance of most industrial chemical co stocks e.g. petrochem producer $LYB (I'm long) would it be fair to say $OXY has poor timing wld be selling at a low point re: investor interest So why now OXY doesn't seem under duress. Do they expect worse times ahead"
X Link @jktadave 2025-09-30T04:16Z XX followers, XXX engagements

"@Divergent7651 "Room to grow" despite XX% listing share: "Management sees significant opportunities in adjacent verticals such as mortgage and insurance lead generation following the example of peers like Zillow (USA) and Scout24 (Germany)." So: how has Zillow done (+: View on the SEK)"
X Link @jktadave 2025-09-16T02:37Z XX followers, XX engagements

"@Aureliusltd28 I can't find a link to a good article or interview but I recall when FTX collapsed and media reported about how Sequoia Capital (to give one example) was so desperate to get on the FTX bandwagon that they'd been horrendously remiss re: due diligence. History repeats"
X Link @jktadave 2025-10-13T03:26Z XX followers, XX engagements

"@DeItaone I don't doubt there's huge market demand for AI-generated adult services but I'll note that providing those services makes it easy (& I think mandatory in some jurisdictions) for OpenAI to require users to verify their age/identity with govt IDs. ("To protect kids.")"
X Link @jktadave 2025-10-15T06:38Z XX followers, XXX engagements

"@Divergent7651 I noticed $HON recently divested to Delticus all potential asbestos liability. Interesting that they couldnt at the same time shed $SOLSs potential radiation liability. I assume Delticus feels it can model how asbestos cases play out but radiation is different. 11/12"
X Link @jktadave 2025-10-13T07:57Z XX followers, XXX engagements

"@henrysgao Henry: When I saw Trump's Friday blast my gut instinct was: China (govt and/or ByteDance) must be refusing to move forward on TikTok's US sale despite Trump having claimed a done deal (w/ a low price for the US side w/ implications for shaping public discourse). Likely"
X Link @jktadave 2025-10-12T00:05Z XX followers, 5283 engagements

"@Divergent7651 This October X article says the issue goes to trial in December: 9/12"
X Link @jktadave 2025-10-13T07:56Z XX followers, XX engagements

"@zerohedge Key question is whether PRC's rare earth controls are really what triggered Trump's blast on Friday or if he was expecting a TikTok 'deliverable' when meeting Xi and that's been delayed. Trump's announcement on the TikTok sale was unilateral unclear if PRC/ByteDance on board"
X Link @jktadave 2025-10-12T03:25Z XX followers, 2291 engagements