undervalued Posted May 1, 2020 Share Posted May 1, 2020 List them here.. Like Spek mentioned in Visa thread. V Link to comment Share on other sites More sharing options...
Gregmal Posted May 1, 2020 Share Posted May 1, 2020 ESRT, CTO, FIZZ, PGRE... all of them minus FIZZ doing so somewhat aggressively. Link to comment Share on other sites More sharing options...
Viking Posted May 1, 2020 Share Posted May 1, 2020 AAPL; $40 billion and just added $50 billion = $90 billion in authorization Starbucks Link to comment Share on other sites More sharing options...
Tim Eriksen Posted May 1, 2020 Share Posted May 1, 2020 DHIL Link to comment Share on other sites More sharing options...
DooDiligence Posted May 1, 2020 Share Posted May 1, 2020 AFLAC https://s24.q4cdn.com/367535798/files/doc_financials/2020/q1/1Q-2020-PR.pdf Link to comment Share on other sites More sharing options...
ragnarisapirate Posted May 1, 2020 Share Posted May 1, 2020 I know it’s kind of a dog on the governance, but I believe EZPW is buying back. They had a plan in place, and we’re doing so at a steady rate on a monthly basis, and even had it set up so that they could buy under certain conditions when the company was in possession of material info... Will get an update in the next week or two, when they report earnings and all that, but I’m hoping they bought a ton back in the past month! Link to comment Share on other sites More sharing options...
BG2008 Posted May 1, 2020 Share Posted May 1, 2020 ESRT, CTO, FIZZ, PGRE... all of them minus FIZZ doing so somewhat aggressively. How aggressive are they buying back shares? Link to comment Share on other sites More sharing options...
thepupil Posted May 1, 2020 Share Posted May 1, 2020 Pershing Square buys the most it can every day, easy to do when your assets are liquid, you have permanent capital and you trade at a 30% discount despite NAV and price being at all time highs Tetragon is tendering for 3% Of the fund. FRPH is/was buying, cash rich EQC has been, cash box Big cap tech GOOG and AAPL SoftBank was available at a 60% discount to mark to market NAV after they announced the biggest buyback in their history along with asset sales (need to update math on this for today as am unsure) I bet Berkshire bought some but not a ton As mentioned above PGRE bought 5% in a quarter but is potentially on hold according to their call until some asset sales close. Naspers was doing some selling of Prosus at a huge discount to buy Naspers at an even bigger one. In general, Prosus got extremely cheap during the sell-off 50% diisocunt to 700HK holding alone. Need to check if this is the same now Link to comment Share on other sites More sharing options...
racemize Posted May 1, 2020 Share Posted May 1, 2020 BPY was up until black out. Link to comment Share on other sites More sharing options...
KJP Posted May 1, 2020 Share Posted May 1, 2020 Charter Communications Link to comment Share on other sites More sharing options...
John Hjorth Posted May 1, 2020 Share Posted May 1, 2020 Novo Nordisk A/S continues cheewing itself. Link to comment Share on other sites More sharing options...
Gregmal Posted May 1, 2020 Share Posted May 1, 2020 ESRT, CTO, FIZZ, PGRE... all of them minus FIZZ doing so somewhat aggressively. How aggressive are they buying back shares? ESRT and PGRE looked like roughly 4-5% of outstanding shares from March-April, CTO ~$9M(against $190M mc) in shares and convertible notes during the same period. FIZZ really just holds a floor at $40 and below so likely not a lot, but they have an immaculate balance sheet and sales have been crazy for them during this period of time. Link to comment Share on other sites More sharing options...
Liberty Posted May 1, 2020 Share Posted May 1, 2020 CHTR Link to comment Share on other sites More sharing options...
wachtwoord Posted May 3, 2020 Share Posted May 3, 2020 Likely BOL.PA https://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/bollore-(bol-pa)/110/ Link to comment Share on other sites More sharing options...
KJP Posted May 5, 2020 Share Posted May 5, 2020 AMC Networks Link to comment Share on other sites More sharing options...
jgyetzer Posted May 7, 2020 Share Posted May 7, 2020 LILA. Albeit slowly. Link to comment Share on other sites More sharing options...
lemsinge Posted May 7, 2020 Share Posted May 7, 2020 KKR - bought back 1% of market cap during Q1 and increased buyback to $500mm Link to comment Share on other sites More sharing options...
LC Posted May 7, 2020 Share Posted May 7, 2020 ATT bought back about 5.3B in Q1 (aprox 2%) Link to comment Share on other sites More sharing options...
jgyetzer Posted May 7, 2020 Share Posted May 7, 2020 TCX Link to comment Share on other sites More sharing options...
petec Posted May 7, 2020 Share Posted May 7, 2020 Canacol BBU Link to comment Share on other sites More sharing options...
wabuffo Posted May 7, 2020 Share Posted May 7, 2020 NVEC. I love a company has a buyback program but only buys shares when they are really cheap. They bought shares in late 2015, early 2016 and then stopped. They didn't buy in Jan or Feb this year but in March they started buying again! Quite the contrast to other mgmts that buy back shares mechanically EXCEPT during market swoons when mysteriously, they stop buying back their own shares at the lows. wabuffo Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 8, 2020 Share Posted May 8, 2020 NVEC. I love a company has a buyback program but only buys shares when they are really cheap. They bought shares in late 2015, early 2016 and then stopped. They didn't buy in Jan or Feb this year but in March they started buying again! Quite the contrast to other mgmts that buy back shares mechanically EXCEPT during market swoons when mysteriously, they stop buying back their own shares at the lows. wabuffo What kind of company is this? NVE is a leader in the practical commercialization of spintronics, a nanotechnology that relies on electron spin rather than electron charge to acquire, store and transmit information. The company manufactures high-performance spintronic products including sensors and couplers. What, what? Link to comment Share on other sites More sharing options...
Jurgis Posted May 8, 2020 Share Posted May 8, 2020 NVEC. I love a company has a buyback program but only buys shares when they are really cheap. They bought shares in late 2015, early 2016 and then stopped. They didn't buy in Jan or Feb this year but in March they started buying again! Quite the contrast to other mgmts that buy back shares mechanically EXCEPT during market swoons when mysteriously, they stop buying back their own shares at the lows. wabuffo What kind of company is this? NVE is a leader in the practical commercialization of spintronics, a nanotechnology that relies on electron spin rather than electron charge to acquire, store and transmit information. The company manufactures high-performance spintronic products including sensors and couplers. What, what? You should read the fun facts: https://www.nve.com/funFacts.php These make everything clear, no? I think we'll have to ask Spekulatius to explain this stuff to us. Link to comment Share on other sites More sharing options...
Spekulatius Posted May 8, 2020 Share Posted May 8, 2020 NVEC. I love a company has a buyback program but only buys shares when they are really cheap. They bought shares in late 2015, early 2016 and then stopped. They didn't buy in Jan or Feb this year but in March they started buying again! Quite the contrast to other mgmts that buy back shares mechanically EXCEPT during market swoons when mysteriously, they stop buying back their own shares at the lows. wabuffo What kind of company is this? NVE is a leader in the practical commercialization of spintronics, a nanotechnology that relies on electron spin rather than electron charge to acquire, store and transmit information. The company manufactures high-performance spintronic products including sensors and couplers. What, what? You should read the fun facts: https://www.nve.com/funFacts.php These make everything clear, no? I think we'll have to ask Spekulatius to explain this stuff to us. Quantum electronics. This Spintronics was supposed to be a great technology 30 years ago, but ended up being used only in niches. Link to comment Share on other sites More sharing options...
wabuffo Posted May 8, 2020 Share Posted May 8, 2020 It’s niche - but still used in some medical devices (pacemakers, heading aids). Many types of industrial sensors. It’s not growing but it generates 65% FCF margins and yields over 7%. Cash rich - $14 of cash per share. wabuffo Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now