CafeB Posted November 25, 2021 Share Posted November 25, 2021 54 minutes ago, Spekulatius said: HENKY Hadn't looked at Henkel for a couple of years, when I made the mistake of selling HB Fuller. Thanks for the heads-up. There seem to be some real gems in chemicals for DIY like Henkel's Loctite and RPM's Rust-Oleum. Link to comment Share on other sites More sharing options...
Spekulatius Posted November 25, 2021 Share Posted November 25, 2021 15 minutes ago, CafeB said: Hadn't looked at Henkel for a couple of years, when I made the mistake of selling HB Fuller. Thanks for the heads-up. There seem to be some real gems in chemicals for DIY like Henkel's Loctite and RPM's Rust-Oleum. I like Henkel and owned it in the past. That said, results have stagnated (due to decreasing margins) since about 2017 and it seems correlated with management change. I believe assets are good (they are basically market leaders in adhesives) but they seem to struggle with execution. I believe the issues are fixable, the LT track record of Henkel is pretty good. Link to comment Share on other sites More sharing options...
KJP Posted November 26, 2021 Share Posted November 26, 2021 Added to: Houghton Mifflin Harcourt Turning Point Brands Link to comment Share on other sites More sharing options...
Dave86ch Posted November 26, 2021 Share Posted November 26, 2021 Added to 9988hk Alibaba Link to comment Share on other sites More sharing options...
Gregmal Posted November 26, 2021 Share Posted November 26, 2021 4 horseman with a weight toward the ones in locations that value freedom + JOE, ALCO, DIS. We already have the playbook here, and if the covid nonsense doesnt repeat, the dip is just a blip on the radar. If lockdowns happen again, something like JOE benefits, no reason for -8% today. Bring it covid queens. Link to comment Share on other sites More sharing options...
fareastwarriors Posted November 27, 2021 Share Posted November 27, 2021 more MSGE and bunch of tobacco stocks. I'm a yield pig! Link to comment Share on other sites More sharing options...
DooDiligence Posted November 27, 2021 Share Posted November 27, 2021 (edited) On 11/24/2021 at 5:12 PM, Spekulatius said: Bought at bit more SWMAY, HENKY, MXCT and a starter in ADSK. My wife and I also put 10k each into isavings bonds. My man! I added to ADSK on the dip. Not egregiously cheap but I think the market is overreacting to the new cash flow model. The business is here to stay with a ton of pirate copy users who will slowly become subscribers if they want to continue working big jobs. Hell, any jobs. Huge switching costs. Edited November 27, 2021 by DooDiligence Link to comment Share on other sites More sharing options...
Lance Posted November 29, 2021 Share Posted November 29, 2021 BABA and CLPR Thanks Lance Link to comment Share on other sites More sharing options...
CharlesMunger Posted November 29, 2021 Share Posted November 29, 2021 APTS and CLPR Link to comment Share on other sites More sharing options...
Gregmal Posted November 29, 2021 Share Posted November 29, 2021 On 11/2/2021 at 2:22 PM, Gregmal said: 2024 OPEN puts $10 strike. In a way I didnt even appreciate at first, it kind of hedges a lot of different things for me. On top of making sense on a simple level. Closed for ~$2.8. Not bad for a few weeks work. Link to comment Share on other sites More sharing options...
Gregmal Posted November 29, 2021 Share Posted November 29, 2021 (edited) More DIS, also a little more FRFHF. This has been my portfolio lately....and so I oblige. Edited November 29, 2021 by Gregmal Link to comment Share on other sites More sharing options...
CafeB Posted November 29, 2021 Share Posted November 29, 2021 "initial lot" of FMX. I don't understand why they have been buying U.S. distributors and what that might say about re-investment opportunities in Mexico and Latin America. MSM FIS, FISV Link to comment Share on other sites More sharing options...
KPO Posted November 30, 2021 Share Posted November 30, 2021 3 hours ago, CafeB said: "initial lot" of FMX. I don't understand why they have been buying U.S. distributors and what that might say about re-investment opportunities in Mexico and Latin America. MSM FIS, FISV I also bought FMX several times in March of 2020 and still hold it. I’d be interested in your thesis if you don’t mind sharing. Link to comment Share on other sites More sharing options...
Monsieur_dee Posted November 30, 2021 Share Posted November 30, 2021 Prosus Link to comment Share on other sites More sharing options...
WFF Posted November 30, 2021 Share Posted November 30, 2021 1658.HK Link to comment Share on other sites More sharing options...
gfp Posted November 30, 2021 Share Posted November 30, 2021 (edited) Berkshire Hathaway today edit, in the end it was Berkshire Hathaway, Atlas Corp, Cliffs, and Marketwise. Sold some Progressive to fund some of it. Edited November 30, 2021 by gfp Link to comment Share on other sites More sharing options...
spartansaver Posted November 30, 2021 Share Posted November 30, 2021 BABA Leaps 100 strike Link to comment Share on other sites More sharing options...
lnofeisone Posted November 30, 2021 Share Posted November 30, 2021 MSGE, VZ, DIS starters. Link to comment Share on other sites More sharing options...
CorpRaider Posted November 30, 2021 Share Posted November 30, 2021 (edited) Just nibbling. CMCSA, DIS, USB, EBAY Edited November 30, 2021 by CorpRaider Link to comment Share on other sites More sharing options...
CharlesMunger Posted November 30, 2021 Share Posted November 30, 2021 Berkshire at the close (down 2% while Apple 3.5% up) Link to comment Share on other sites More sharing options...
Spekulatius Posted November 30, 2021 Share Posted November 30, 2021 Bought some DISCK in various accounts. Also a starter lot of PSMT. Link to comment Share on other sites More sharing options...
lnofeisone Posted December 1, 2021 Share Posted December 1, 2021 Starter in KNOP. Will probably go to 50% of position if it hits 10. Link to comment Share on other sites More sharing options...
gfp Posted December 1, 2021 Share Posted December 1, 2021 4 minutes ago, lnofeisone said: Starter in KNOP. Will probably go to 50% of position if it hits 10. Wow I haven't followed this one since selling out. Was once a big position for me. Is today's move because of a seeking alpha article? https://seekingalpha.com/article/4472692-knot-offshore-partners-stock-distribution-cut-might-happen Link to comment Share on other sites More sharing options...
lnofeisone Posted December 1, 2021 Share Posted December 1, 2021 26 minutes ago, gfp said: Wow I haven't followed this one since selling out. Was once a big position for me. Is today's move because of a seeking alpha article? https://seekingalpha.com/article/4472692-knot-offshore-partners-stock-distribution-cut-might-happen That's the only thing I found. Though looking at their schedules, 2022 is going to be bumpy. The management is conservative and has been shareholder friendly in the past so it's worth to me buying some here. I should note that this has been one of those trades I've been doing over the years. Buy sub-15, sell at 20. Link to comment Share on other sites More sharing options...
fareastwarriors Posted December 1, 2021 Share Posted December 1, 2021 APTS, JBGS, MSGE Link to comment Share on other sites More sharing options...
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