Paarslaars

Or they keep up appearence for the CCP in official communication? Dnno maybe wishful thinking.

I recommend you sell some China positions.

Same here, I was a skeptic on BTC until I heard Blackrock was pushing it. Made me take a small position and do some DD based on recommendations here. Now it's 50% of my portfolio (largely due to gains but ok :)).

Dems are not different, as hell bent on power ze Trump, just different agenda's. I would have always considered myself a democrat until they started pushing the woke agenda.

I was making the assumption that when China is affected by tarrifs, the goverment will support the businesses even if it temporarily makes them take a hit. After all China has a long term plan while they US looks at the next 4 years, after that the tarrifs are likely gone.

While that only impacts export to.US, we don't really know what Trump is going to do here. Let's not forget he is president because people want to see things cheaper again... Making all imports more expensive is not going to get him there. In any case I do believe the chinese goverment is not just going to roll over in that case.

Added to my JD, PDD and BEKE leaps. Will probably add to Metaplanet in the morning, this sell off makes no sense. Shareholders want the company to mimic MSTR and when they announce they will do so by issuing shares, the stock sells off for 40%!

Traded a small part of my MSTR position (which is now dominating my portfolio) for some CPNG calls today.

Curious where all this debt is for, surely they could easily cut some military spending instead?

Sold some Metaplanet today, was able to participate in the rights offering so got some extra shares cheaply, sold them for a nice profit.

Apparantly you have to be a US citizen to buy this?

Personally I would go higher in FFH vs BRK at this particular moment in time because BRK is on the high side vs book value while FFH is still relatively cheap.

It also gives a distorted image of wealth as it does not take into account the cost of living differences in certain area's. Basically you should not compare with how much $$$ someone is worth but more like how many breads can someone buy locally, simply put. Someone with 50$ in Vietnam is a lot wealthier than someone with 100$ in San Francisco.

Fine, I'll give in and buy FRPH.

Aaaaand it's gone! Waiting for the next news I guess.

Looks like you're going to have a bad day today, any news? Seeing everything in china down 10% premarket.

I am assuming the CEO owned the company? If not, contacting majority shareholders would do the trick here. If it is, well he's just stealing from himself so...

Nice timing.

2022 must have been a bitch

BEKE calls

Ah that explains the BTC drop.

What's your thought on KE holdings?

That's a lot of money for most chinese citizens.

I also own the equities and calls are Jan '26. If they run up I probably sell the calls and keep the equity.

Sold my BABA 90's calls, up 100% from earlier this year. Used the proceeds for some JD and PDD OTM calls.