s g
@shadow-gardener.bsky.social
Private investor, arbitrageur, learner.
Not investment/financial advice.
Formerly shadowgardener on X/Twitter (closed account).
Someone appears to have taken the name on X after I left.
shadowgardener was already taken here on bluesky.
Not investment/financial advice.
Formerly shadowgardener on X/Twitter (closed account).
Someone appears to have taken the name on X after I left.
shadowgardener was already taken here on bluesky.
Curiously, from the darkness Thermwood Corp #TOOD is about to pay a special dividend of 7.50 per share which appears to be ~30% yield on the recent price of the common stock.
No position.
Thanks Gary Gensler for the amended rule 15c2-11 (sarcasm)
No position.
Thanks Gary Gensler for the amended rule 15c2-11 (sarcasm)
October 9, 2025 at 5:04 PM
Curiously, from the darkness Thermwood Corp #TOOD is about to pay a special dividend of 7.50 per share which appears to be ~30% yield on the recent price of the common stock.
No position.
Thanks Gary Gensler for the amended rule 15c2-11 (sarcasm)
No position.
Thanks Gary Gensler for the amended rule 15c2-11 (sarcasm)
Current portfolio by size
PlayWay S.A. #PLW.WA (since 2022)
Karelia Tobacco Company #KARE.AT
[Undisclosed] U.S. company
[Undisclosed] U.S. company
Constellation Software #CSU.TO (2022)
OTC Markets Group #OTCM (2020/21)
[Undisclosed] Korean company
excluding an insignificant amount of <1% positions
PlayWay S.A. #PLW.WA (since 2022)
Karelia Tobacco Company #KARE.AT
[Undisclosed] U.S. company
[Undisclosed] U.S. company
Constellation Software #CSU.TO (2022)
OTC Markets Group #OTCM (2020/21)
[Undisclosed] Korean company
excluding an insignificant amount of <1% positions
June 4, 2025 at 1:29 PM
Current portfolio by size
PlayWay S.A. #PLW.WA (since 2022)
Karelia Tobacco Company #KARE.AT
[Undisclosed]
Constellation Software #CSU.TO (2022)
OTC Markets Group #OTCM (2020/21)
less meaningful (<1%) positions
Sanko 6964.T
Charle 9885.T
Symbolic Logic #EVOL
Topicus #TOI.V
Lumine Group #LMN.V
PlayWay S.A. #PLW.WA (since 2022)
Karelia Tobacco Company #KARE.AT
[Undisclosed]
Constellation Software #CSU.TO (2022)
OTC Markets Group #OTCM (2020/21)
less meaningful (<1%) positions
Sanko 6964.T
Charle 9885.T
Symbolic Logic #EVOL
Topicus #TOI.V
Lumine Group #LMN.V
May 27, 2025 at 4:44 AM
The previously [Undisclosed] largest position was an arb of PAMT Corp's #PAMT self tender offer with surprisingly good results. My cost basis was around 13.80/share.
Unfortunately, I missed the tender deadline at one broker and sold shares amounting to nearly half of the position on the open market.
Unfortunately, I missed the tender deadline at one broker and sold shares amounting to nearly half of the position on the open market.
May 7, 2025 at 1:18 PM
The previously [Undisclosed] largest position was an arb of PAMT Corp's #PAMT self tender offer with surprisingly good results. My cost basis was around 13.80/share.
Unfortunately, I missed the tender deadline at one broker and sold shares amounting to nearly half of the position on the open market.
Unfortunately, I missed the tender deadline at one broker and sold shares amounting to nearly half of the position on the open market.
Portfolio changes in 2024
Leatt Corp #LEAT (bought in 2023, sold at loss)
ECC Capital #ECRO (from 2023, sold for gain)
Allied Gaming & Entertainment #AGAE (2023, sold at loss)
Cyteir Therapeutics #CYT (2023, sold for gain)
arbs
Monster Beverage #MNST
Sila Realty Trust #SILA
various [Undisclosed]
Leatt Corp #LEAT (bought in 2023, sold at loss)
ECC Capital #ECRO (from 2023, sold for gain)
Allied Gaming & Entertainment #AGAE (2023, sold at loss)
Cyteir Therapeutics #CYT (2023, sold for gain)
arbs
Monster Beverage #MNST
Sila Realty Trust #SILA
various [Undisclosed]
April 29, 2025 at 5:44 AM
Current portfolio by size
[Undisclosed]
PlayWay S.A. #PLW.WA (since 2022)
Constellation Software #CSU #CSU.TO (2022)
OTC Markets Group #OTCM (2020/21)
not meaningful (<1%) positions
Sanko 6964.T
Symbolic Logic #EVOL
Charle 9885.T
Topicus #TOI #TOI.V
Lumine Group #LMN #LMN.V
various [Undisclosed]
[Undisclosed]
PlayWay S.A. #PLW.WA (since 2022)
Constellation Software #CSU #CSU.TO (2022)
OTC Markets Group #OTCM (2020/21)
not meaningful (<1%) positions
Sanko 6964.T
Symbolic Logic #EVOL
Charle 9885.T
Topicus #TOI #TOI.V
Lumine Group #LMN #LMN.V
various [Undisclosed]
April 27, 2025 at 4:15 AM
Hello, fellow investors. After leaving the other app months ago I have decided to try sharing some of my portfolio here over time in the interest of self improvement.
Note: I'm an amateur investor of the Graham, Dodd, and Fisher variety.
Note: I'm an amateur investor of the Graham, Dodd, and Fisher variety.
April 27, 2025 at 2:48 AM
Hello, fellow investors. After leaving the other app months ago I have decided to try sharing some of my portfolio here over time in the interest of self improvement.
Note: I'm an amateur investor of the Graham, Dodd, and Fisher variety.
Note: I'm an amateur investor of the Graham, Dodd, and Fisher variety.