Rustycage

Joined the club on MGM, hope it does better than CZR

Joined the JOE shareholders club this week

Also bought BATS for the first time, really sorry prob means it’s going under 20GBP p/s given the way my purchases usually go within a month

Rip, a true giant

$ATUS crappy compared to competitors, overlevered, huge b/b at high prices/crappy capital allocation, crappy mgmt, didn’t understand industry dynamics well enough, crappy/dbag majority holder, significant risk of $0 of things went bad (and they probably have) drank the kool aid on “but it’s cheap relative to other cable-cos”

How about your mobility work + however many burpees you can do in the remaining time

BN & DRM.TO

Merry Christmas to all! Feeling #blessed to have stumbled onto this community, you’re all a wealth of knowledge. Cheers!

I can provide some serious failure, proud owner of $ATUS from 13, have managed to sell a bit though

Some good advice in this thread. I’m aiming at 10-15 holdings: I’d like to concentrate it further but I think it would affect the “sleep at night” factor One quote I always think about was from Andrew Jones in “The Art of Value Investing”: “if the only way you can get comfortable about an idea is to own less of it, to my mind that tells you something about the quality of the idea”. He basically says to look elsewhere if you won’t make something a 5%+ position. Part of the reason I don’t bother with tracker positions

Added to msge and dbrg because I like lighting $ on fire

Dbrg, Drm.to

Let me guess, proceed now, but with caution

There is a thread that does this in Reddit each quarter. Thinks it in the Security Analysis group

Purchase the sub as well I'm still an investing newb but have found TIKR to be very useful for research purposes. Keep up the good work!