Kizion

Bought in past days some HHH (and sold covered calls @70), SOLB, MSCI & META (waiting for first bump before also writing some covered calls). Added some additional margin. All positions are for short to midterm with exit price in mind.

It’s 80% of your portfolio? EDIT: Already found my answer in your other posts - thanks

SOLVAY - European chemical company - did a split earlier this year, where Solvay kept the established products and the innovative products shifted to a new company. Paying 10% dividend yield, with a track record of increasing dividends.

A small follow up question as I see huge (relatively to my worth) individual investments in FFH - what is the % of FFH in your portfolio?

No fear of high Cacao prices?

Where did I mention that? I stated that there's a potential upside of 36%. To me, focusing on the discount makes no sense. Thus, if one needs to 'value' something, it should be the upside, not the discount. When I invest $100 in PSH, I own the equivalent of $136 of the stocks in his portfolio (for example, CMG). Therefore, I invested in PSH because I wanted to own some of the shares in its portfolio at a cheaper rate than buying them directly. Plus, he's a much better investor. He will, as Gregmal mentioned, steer the ship better than I ever could.

While it's correct that the stock is currently discounted by 27% from NAV, the key point (according to me) to consider is the potential for growth. If you purchase the stock now at $48.5, and with the NAV being $66.15 (as per 31/1), you're looking at a potential increase of 36%. However, it's worth noting that this potential gain is indeed not as high as it has been in previous months.