4/14/25 :: VROCKSTAR :: 
GS
A buy
- 1.5x book w/ mid teens ROEs.
- 11x PE
- great result
- financials will do well in this environment
- not a tariff punching bag
- all the financial services should supplement IPO/ IB issues in the ST
- trying to keep cash high
- but you could get 3% yield on a 2 week expiry at $500 stirke
- or cash secured puts for about 2% yield on the week $500 strike
- but for now i'm just playing other stuff
- though i'd like to dip buy this on the next sell off if/when bc i'd like to start growing financials exposure in my book this year (which i think does well in this environment)
V
GSA buy
- 1.5x book w/ mid teens ROEs.
- 11x PE
- great result
- financials will do well in this environment
- not a tariff punching bag
- all the financial services should supplement IPO/ IB issues in the ST
- trying to keep cash high
- but you could get 3% yield on a 2 week expiry at $500 stirke
- or cash secured puts for about 2% yield on the week $500 strike
- but for now i'm just playing other stuff
- though i'd like to dip buy this on the next sell off if/when bc i'd like to start growing financials exposure in my book this year (which i think does well in this environment)
V
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