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Subject:  Ho Ho Hohum ideas for 2021 wrap-up Date:  12/31/2021  7:19 AM
Author:  HohumYNWA Number:  25825 of 26021

The five ideas I suggested at the end of 2020:
1. Qualcomm (QCOM): Very decent year
2. Exantas Capital (XAN/ACR): Reached my target in Q1 2021
3. HC2 Holding (HCHC/VATE): Sold some subsidiaries, share price moved higher
4. Pershing Square Tontine Holdings (PSTH): Thought they had a business, then they didn't. Price has slumped since the start of the year
5. Navios Maritime Partners (NMM): Acquired the container subsidiary of Navios (NMCI) - very good. Partnership units headed higher, a lot higher. Acquired the tanker entity of Navios (NNA) - bad. Partnership units have generally slumped. NMM CEO Angeliki Frangou can put whatever spin she wants on the second deal. But the reality is, the NNA deal was self-serving, and is/was diworsification.

4 of 5 picks: Good => Great returns
1 of 5 picks: Negative. But, PSTH is still a work-in-progress.
Since all 5 were actual holdings of various sizes, I have some realized and unrealized gains in all 5 ideas, including a multi-bagger from a major chunk of my NMM units.

Will dig into NMM in 2022.

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