ThreeD Capital Inc C.IDK

GRAT.V warrants?

[Marchal121]

Hi all, 

I know that ThreeD had about 6M warrants of GRAT when Sheldon Inwentash was around, does anyone knows if it's still the case? 
Thank you.

[savyinvestor333]

They don't show up on the latest list of investments as of Sept 30/20. This list is published on the ThreeD website.

[Marchal121]

You’re right and I don’t see SPOT.v either. I can’t imagine that they are no longer invested in GRAT and SPOT. Is there any way to know what are the “other” investments? Out of 13.6M they only disclosed 1.9M! 

[Marchal121]

During an interview S.I. said they’re invested in 42 companies. Didn’t even know they were in PKK, MTRX and HPQ. I don’t think I ever sell any of my IDK shares. 

[racetrk6]

They are very eluf in showing what they are invested in.  Like you say they have over 42 investments.  Why don't they publish them anywhere? When they produce the NAV at the end of January ,  I think this will truely show what we have here.  From the stocks the i can trace ,  some as you mention PKK, MTRX , HPQ they are all at least doubles or more.  So we should

[Yo_Dog]

One of the challenges with this one is knowing which holdings they have. One poster here claims it is easy to find, but I find it difficult. In addition, it's not always clear when they sell if they aren't an insider. Would be nice to have better disclosure.  Re SPOT. Not sure how much if any they hold of that one. I watched IDK sell SPOT hard a year or so ago and if you check the

[Marchal121]

I saw that too. Apparently SI tweet often about it, could be a 40M lawsuit. Anyway, guess we'll have to see what they release in February, hopefully the SP keeps going up. Down 9% today, didn't expect it will go below the support at .75