CorpRaider Posted February 11, 2021 Posted February 11, 2021 BK, I really like that new impossible whopper. ;D Wow, Bitcoin and Burgers. What's not to like!?
formthirteen Posted February 11, 2021 Posted February 11, 2021 Tracker positions in FB, ILMN, and TPB. Stocks only go up.
sarganaga Posted February 11, 2021 Posted February 11, 2021 Enterprise Products Partners (EPD) Lumen (LUMN)
treasurehunt Posted February 12, 2021 Posted February 12, 2021 Bumped up my FRFHF position by 15%. I think there is a decent chance that Fairfax will have a few very good years starting in 2021.
rosemontseneca Posted February 12, 2021 Posted February 12, 2021 Bought NEN with proceeds from EQR/CPT sales
sarganaga Posted February 16, 2021 Posted February 16, 2021 CK Hutchison (CKHUY) slightly less than 4% position now
shamelesscloner Posted February 17, 2021 Posted February 17, 2021 VZ and CVX. ;D You got a better price than Buffett, that must feel good ;)
Pistachio_Lawyer Posted February 18, 2021 Posted February 18, 2021 FB FB would be perfect for me at $150-160ish.
no_free_lunch Posted February 18, 2021 Posted February 18, 2021 T (as in AT&T) 7% dividend, stock buybacks, debt paydown, trading for somewhere around 8-9x fcf. Yes the business is stagnant but they own HBO max and that is actually growing fast. To tie to current trends, it is an inflation resistant investment.
LC Posted February 18, 2021 Posted February 18, 2021 T (as in AT&T) 7% dividend, stock buybacks, debt paydown, trading for somewhere around 8-9x fcf. Yes the business is stagnant but they own HBO max and that is actually growing fast. To tie to current trends, it is an inflation resistant investment. Preach.
formthirteen Posted February 18, 2021 Posted February 18, 2021 SE, SNC Is the music still playing? I almost sold SE this week, but then I checked my notes and the revenue growth and had to postpone the decision...
shamelesscloner Posted February 18, 2021 Posted February 18, 2021 Lumen (LUMN) Can you share any compelling writeups that you've come across?
JRM Posted February 18, 2021 Posted February 18, 2021 Lumen (LUMN) Can you share any compelling writeups that you've come across? Michael Burry likes the stock.
valueinvestor Posted February 18, 2021 Posted February 18, 2021 SE, SNC Is the music still playing? I almost sold SE this week, but then I checked my notes and the revenue growth and had to postpone the decision... I did napkin math a while ago with 60%+ downside. However they are pushing into Brazil, which gave me an idea to SOP valuation. What’s the value of Shopee Singapore, Shopee Malaysia and so forth. Paints a different picture. With that being said. I’m ready for a 60% drawdown. Rather hoping for it. Only reason why l bought is unsophisticated - I don’t have any ideas. As soon as one comes up, I’ll exit fully and plow in there.
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