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Agrippa07

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Everything posted by Agrippa07

  1. Agrippa07
    initiated a position in WFC
  2. Agrippa07
    added to MO, Ambev today & FB yesterday
  3. Agrippa07
    added to MO, LB & BRK
  4. Agrippa07
    Added to FB & MO
  5. Agrippa07
    Added to FB.
  6. Agrippa07
    added to: ABEV, FB, Naspers and bought some FCA calls (Dec 2019&2018) earlier this week
  7. Agrippa07
    Naspers (South African Media company that has a 31% stake in Tencent) initiated a small position (around 1%).
  8. Agrippa07
    MO (Altria Group) & BRK.B
  9. Agrippa07
    Great overview! Thanks for sharing.
  10. Agrippa07
    This is the link to their annual reports: http://choufunds.com/ann_reports.html
  11. Agrippa07
    The story part was for me the biggest takeaway as well and how he keeps it simple (no complicated analysis with excel sheets).
  12. Agrippa07
    Great! Thanks!!
  13. Agrippa07
    If you have a Portfolio at Gurufocus you can create a new 52week low (or high) email alert: Go to My Portfolio and click on the email alerts tab, see image.
  14. Agrippa07
    Thanks for sharing! Great lecture and interesting answer on the insurance business (1H38m).
  15. Agrippa07
    Opened position in Exor.spa, have been following the company for more than a year, should be a good long term investment..
  16. Agrippa07
    Thanks! :D
  17. Agrippa07
    Bought some BRK.B, PM and BH.
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