What are you buying today?

[ourkid8]

Additional BABA

[Castanza]

IDN. APTS

[Spekulatius]

Tracking positions in QLYS and in recent medtech IPO NPCE (speculative).

[ValuePadawan]

CDLX in size, now my largest position,

[Broeb22]

Added to TOITF

 

[Gregmal]

Over past week I converted some AYR to NVR+MSGE plus paid down some margin.

[SafetyinNumbers]

I added more ATTO on the post earnings sell off. I think intrinsic value ($80+) is higher post these results off of the strong sales but the market is selling ATTO off based on a perceived disappointment in margins in Q1. Full year EBITDA margin guidance is unchanged and with stronger sales, should end up higher than previously anticipated. 
 

 

[fareastwarriors]

23 hours ago, fareastwarriors said:

PCYO

Added a bit more PCYO today

[John Hjorth]

Added further to BAM today.

[I'm now "maxed out" [in the sense of being basically fully invested, without any use of any kind af leverage, except deferred taxes on taxable accounts]].

[Monsieur_dee]

Copying Dorsey into SMAR. 

[DumDumInvestor]

Bought DOCN, now a full position.

[nwoodman]

FFH

[Gregmal]

Covered a bunch of my ARK shorts. Added to APTS and been picking at ALCO last few days.

[Pistachio_Lawyer]

Increased my position on SRG by 70%. Bought at 15.10

Lets go team value

Edited May 11, 2021 by Pistachio_Lawyer

[cubsfan]

More BOMN - 24.60

 

[cubsfan]

More APTS 9.50

[fareastwarriors]

More APTS as well

[StevieV]

On 5/6/2021 at 1:21 PM, SafetyinNumbers said:

I added more ATTO on the post earnings sell off. I think intrinsic value ($80+) is higher post these results off of the strong sales but the market is selling ATTO off based on a perceived disappointment in margins in Q1. Full year EBITDA margin guidance is unchanged and with stronger sales, should end up higher than previously anticipated. 
 

 

Well, me too.

[Agrippa07]

covered some shorts as well, and added to: Baba, Naspers, ATM (A2 milk),FGNA Warrents  and Ubisoft

[RichardGibbons]

Bought some YALA. It's a Middle-Eastern voice-centric social media company that grew the top line by 40% since last quarter and 240% YoY.

When you look at valuation, the company has a run-rate PE in the low-20s based on Non-GAAP Income (which just excludes share-based compensation) or the 40s based on GAAP income. And it has an EV to run-rate sales ratio of about 10.

I'd guess that, because of the voice-centric nature of the business, the pandemic may have provided a tailwind. But, even if tailwinds are potentially going away, I'm still happy to buy a company at a 20 PE that has a moat based on network-effects and is growing the top line by 100%+.

[Gregmal]

Added a few shares of CPNG after hours. Still not really a material position and I still think tech has some ways to fall, but after spending a bit of time on it, I also think this is a very promising company and a reasonable proxy for SK growth. At the least its worth keeping an eye on. 

[MattR]

Added Baba. Now more than 15% of my portfolio

[Broeb22]

22 hours ago, RichardGibbons said:

Bought some YALA. It's a Middle-Eastern voice-centric social media company that grew the top line by 40% since last quarter and 240% YoY.

When you look at valuation, the company has a run-rate PE in the low-20s based on Non-GAAP Income (which just excludes share-based compensation) or the 40s based on GAAP income. And it has an EV to run-rate sales ratio of about 10.

I'd guess that, because of the voice-centric nature of the business, the pandemic may have provided a tailwind. But, even if tailwinds are potentially going away, I'm still happy to buy a company at a 20 PE that has a moat based on network-effects and is growing the top line by 100%+.

Thank you for posting, because now I can say this. Yalla yalla bills, y’all.

[Castanza]

GRBK

[fareastwarriors]

Nibbled at some more BABA