Agrippa07

added to FB... now an 8% position

in the past week added a bit here and there to FB, Intel, Naspers, Prosus and KWEB

added to Intel

added to FB, opened new small positions in: PayPal and Shopify also initiated a position in Fundsmith

added to FB/ Meta and opened two new small positions: Spotify and Shinoken

new position in IAC, added to FB and Intel and a tiny (0.01%) position in ESTC/Elastic

covered some shorts as well, and added to: Baba, Naspers, ATM (A2 milk),FGNA Warrents and Ubisoft

added to MO and smaller additions to BABA, VIAC and DISCK

added to BABA

Great job on the new design!!

opened position in Alibaba/ BABA, at current valuation this is starting to look very interesting. Reminds me of the position Tencent was a couple years back. Also added a bit to VIAC.

closed puts in NIO (got lucky with timing) and opened new small positions: DISCK and VIAC

Congrats on launching your blog! Also, great to see a fellow Dutchie on the board :)

AVAN (initiated) and Unilever (added) edit: also opened position in Costco

Same here, I trimmed most of my positions over the course of this week.

Added to Aercap (small position), Disney, and BRK.B.

New small positions: ASML, CFR Richemont. Added to GLD and BP.

Added to XOM, WFC ,RDS and a bit to Exor position

WFC, XOM, FB, BRK.B

added to my recently opened position in Ab Inbev

Busy day..:) Added to XOM, RDS and Equinor. New small positions in Ab Inbev and Bollore SA. Trimmed a bit position in SPDR Gold Tr (20 MAR 2020) and a bit of speculation with options /Leaps , FCA C 19 Jun 2020(€11) Wereldhave C 18 Dec 2020 (€15), ABN Amro C Jun 2021(€16) and ING bank C Jun 2021 (€10).

Added to XOM

Added to MO

added to BRK.B, MO and WFC

Bought some GOOG as well, and added a bit to Exor and Baidu