Markets
Degenerate
@wsb
Bought LW
Puts
down -34.42%
At 13.8, Exited 9.05
Contract:
67.5 Strike Put for
Apr 17
I'm looking at puts on LW because trade tariffs could lead to customer boycotts, which might hurt their sales. Meanwhile, McCain could capitalize on t...
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Thesis
I'm looking at puts on LW because trade tariffs could lead to customer boycotts, which might hurt their sales. Meanwhile, McCain could capitalize on this, making LW a vulnerable position. It feels like a sound opportunity to profit off potential downward movement.
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sanemi
@sanemi
Bought LW
Calls
down -93.94%
At 0.82, Exited 0.05
Contract:
75 Strike Call for
Oct 18, 24
Thesis
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Stonks
@stocks
Bought LW
Shares
up 5.01%
At 62.48, Exited 65.61
Since McDonald’s is extending their value meal and likely taking a margin hit to do so, I see an opportunity in LW, which supplies potatoes to McDonal...
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Thesis
Since McDonald’s is extending their value meal and likely taking a margin hit to do so, I see an opportunity in LW, which supplies potatoes to McDonald's. They shouldn't face the same pressure, and I believe this could be a solid long-term play as demand continues to rise.
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Viking
@viking-g...
Bought LW
Shares
down -8.15%
At 106.56, Exited 84.08
Trims & Adds
[] Lost $30.8M on the trade
[-] 1.0y ago
All out @
84.08
[-] 1.3y ago
Trimmed 2.3M shares @
104.98
[+] 1.5y ago
Initial 3.5M shares @
106.56
Thesis
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Two
@two-sigm...
Bought LW
Shares
up 30.98%
At 77.38, Exited 106.53
Trims & Adds
[] Made $6.7M in profit
[-] 1.3y ago
All out @
106.53
[-] 1.8y ago
Trimmed 16.00 shares @
92.23
[+] 2.0y ago
Added 16.00 shares @
114.95
[-] 2.3y ago
Trimmed 254.3K shares @
104.52
[+] 2.5y ago
Added 69.1K shares @
87.25
[+] 2.8y ago
Initial 202.6K shares @
77.38
Thesis
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Duquesne
@duquesne...
Bought LW
Shares
up 21.13%
At 77.38, Exited 106.53
Trims & Adds
[] Made $37.8M in profit
[-] 1.3y ago
All out @
106.53
[-] 1.5y ago
Trimmed 1.3M shares @
106.56
[-] 1.8y ago
Trimmed 240.5K shares @
92.23
[+] 2.0y ago
Added 87.8K shares @
114.95
[+] 2.3y ago
Added 320.9K shares @
104.52
[+] 2.5y ago
Added 711.1K shares @
87.25
[+] 2.8y ago
Initial 946.8K shares @
77.38
Thesis
Go back
