30 more AT&T #697 Optimal Strategy of Playing the StockMarket via VonNeumann Game Theory

PORTFOLIO of PAF on 9Jul2021
T 31,270 AT&T
GSK 1,200
VZ 100
__________
32,570
Total share-wealth-units last reported which was 20May2021 was 32,540.
And total share-wealth-units today 32,570 , and today is 9Jul2021.

So today I spent my GSK dividend on more shares of AT&T, which is absurdly cheap at 28.39 per share. And I bought 30 more shares of AT&T. I say absurdly cheap because in several months from now, every AT&T owner will get what can be called free shares of Discovery Channel DISCA.

And I lived through several of these corporate deals where the parent company distributes to shareholders free shares of a spin-off. I remember Verizon spinning off one of its units and giving shareholders free shares in the spin off.

And it does not surprise me in the least that DISCA is almost tracking the same as T is tracking, where DISCA is now 29.20 while T is 28.41 at the moment.

So what I expect from past experience on these matters, is that both companies will stay about the same price and that at some point in the near future, that T will skyrocket to $40 and Disca also at $40, because, well, of course, because T shareholders get free new shares of Disca.

The only confusing part of this for AP, is why most everyone else is so blind as to not see this coming.

AP
King of Science, especially Physics

330 more AT&T #698 Optimal Strategy of Playing the StockMarket via VonNeumann Game Theory

PORTFOLIO of PAF on 3Aug2021
T 31,600 AT&T
GSK 1,200
VZ 100
__________
32,900
Total share-wealth-units last reported which was 9Jul2021 was 32,570.
And total share-wealth-units today 32,900 , and today is 3Aug2021.

So today I spent excess cash on more shares of AT&T, which is absurdly cheap at 28.10 per share. And I bought 330 more shares of AT&T. I say absurdly cheap because in several months from now, every AT&T owner will get what can be called free shares of Discovery Channel DISCA.

And I lived through several of these corporate deals where the parent company distributes to shareholders free shares of a spin-off. I remember Verizon spinning off one of its units and giving shareholders free shares in the spin off.

And it does not surprise me in the least that DISCA is almost tracking the same as T is tracking, where DISCA is now moving in tandem in price to what AT&T price is.

So what I expect from past experience on these matters, is that both companies will stay about the same price and that at some point in the near future, that T will skyrocket to $40 and Disca also at $40, because, well, of course, because T shareholders get free new shares of Disca.

And Disca is highly more volatile in price so it could drive up AT&T to about $45-$50 per share. Especially since AT&T keeps reporting record new subscribers. And Disca should do extremely well with its educational programs in a covid-19 lockdown future of education at home.

The only confusing part of this for AP, is why most everyone else is so blind as to not see this coming.

AP

270 more AT&T #699 Optimal Strategy of Playing the StockMarket via VonNeumann Game Theory

PORTFOLIO of PAF on 1Nov2021
T 31,870 AT&T
GSK 1,200
VZ 100
__________
33,170
Total share-wealth-units last reported which was 3Aug2021 was 32,900.
And total share-wealth-units today 33,170 , and today is 1Nov2021.

So today I spent excess cash on more shares of AT&T, which is absurdly cheap at 25.43 per share. Cheaper than three months ago. And I bought 270 more shares of AT&T. I say absurdly cheap because in several months from now, every AT&T owner will get what can be called free shares of Discovery Channel DISCA. The reason AT&T is so cheap is because many big funds play AT&T as a parking lot in between times when they pay dividend, unlike I myself who plays AT&T as a lifetime investment-- buy and hold for long term. So these parking lot investors, here today gone tomorrow and back again 2 months later, these parking lot investors are playing a very risky and dicey game of thinking they can come back in, once the DISCA shares are parceled out with no adversity from their parking game.

But I am rather sure that many of these parking game players will be cut off or cut out when that DISCA distribution occurs.

AP

On Monday, November 1, 2021 at 10:51:35 PM UTC-7, plutonium....@gmail.com wrote:
> 270 more AT&T #699 Optimal Strategy of Playing the StockMarket via VonNeumann Game Theory
>
> PORTFOLIO of PAF on 1Nov2021
> T 31,870 AT&T
> GSK 1,200
> VZ 100
> __________
> 33,170
> Total share-wealth-units last reported which was 3Aug2021 was 32,900.
> And total share-wealth-units today 33,170 , and today is 1Nov2021.
>
> So today I spent excess cash on more shares of AT&T, which is absurdly cheap at 25.43 per share. Cheaper than three months ago. And I bought 270 more shares of AT&T. I say absurdly cheap because in several months from now, every AT&T owner will get what can be called free shares of Discovery Channel DISCA. The reason AT&T is so cheap is because many big funds play AT&T as a parking lot in between times when they pay dividend, unlike I myself who plays AT&T as a lifetime investment-- buy and hold for long term. So these parking lot investors, here today gone tomorrow and back again 2 months later, these parking lot investors are playing a very risky and dicey game of thinking they can come back in, once the DISCA shares are parceled out with no adversity from their parking game.
>
> But I am rather sure that many of these parking game players will be cut off or cut out when that DISCA distribution occurs.
>
> AP

"PAF" = "Punk as fuck"?