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Whensthepaintdry?

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Everything posted by Whensthepaintdry?

  1. Whensthepaintdry?
    Adsk is one that has always sounded promising.
  2. Whensthepaintdry?
    Pretty much half of LI Lu’s US holdings.
  3. Whensthepaintdry?
    Would he be able to buy very small Turkish companies that he may be a majority shareholder in already with this new fund?
  4. Whensthepaintdry?
    I will guess DFS.
  5. Whensthepaintdry?
    I tried to argue once that it’s pretty much a staple now, but I was quickly corrected.
  6. Whensthepaintdry?
    Thanks for the response. Impressive how it has turned out and how you both caught that rates would help one and hurt the other.
  7. Whensthepaintdry?
    These were awesome posts to read through. I’m Curious, what made you pick BAM other than youth for the 10 year hold? Especially since you nailed the Fairfax call so well I would of expected you to go with Fairfax.
  8. Whensthepaintdry?
    Is aci spread not attractive enough? It seems like a safer bet.
  9. Whensthepaintdry?
    Sold msft and meta.
  10. Whensthepaintdry?
    I have also been adding to BOC since it got under 17. I also have been adding to IMKTA.
  11. Whensthepaintdry?
    I just got done using it in Colorado in different national forest spots. Worked great. Only once did I have trouble connecting due to clouds.
  12. Whensthepaintdry?
    What a great diverse thread! It goes from millionaires talking about decade long holdings to the pluses and minuses of working at UPS!
  13. Whensthepaintdry?
    Charter/AT&T internet. Customer service is awful. Health insurance companies.
  14. Whensthepaintdry?
    That makes more sense. I listened to it last night. I wouldn’t think Diller had that much sway. He definitely wasn’t very positive on the space other than Netflix.
  15. Whensthepaintdry?
    Did Barry Diller cause the media sell off today? https://podcasts.apple.com/us/podcast/on-with-kara-swisher/id1643307527?i=1000626303442
  16. Whensthepaintdry?
    Bought ARW
  17. Whensthepaintdry?
    More BOC.
  18. Whensthepaintdry?
    I’m not going to kid myself, I am a sucker for the story on this one. At the current price I’m willing to add. The dilution is worrisome, but if book value continues to go up I can live with it.
  19. Whensthepaintdry?
    Added to BOC under 18.
  20. Whensthepaintdry?
    I think I remember reading that Gates said Buffett was one of the smartest people he had ever met.
  21. Whensthepaintdry?
    Good luck! I’ll keep my distance from both. I’ll just get my kicks by sitting back and watching.
  22. Whensthepaintdry?
    Ha, You can go bet on the Yellow company, If you want to bet on a bankrupt company going to the moon. Even insiders are buying.
  23. Whensthepaintdry?
    She also did a Q&A on Reddit once that I thought was really good.
  24. Whensthepaintdry?
    Ha, I thought value guys buying was the negative indicator.
  25. Whensthepaintdry?
    I’m following trend and sold meta in my non taxable and rh in my taxable. Very close to pressing the sell button for meta in my taxable.
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