Jump to content

Recommended Posts

Posted

Picked up some FB under $200, was looking at some other names early, left the PC and was surprised to see the rally when I looked again toward close, didn’t expect that. Not saying that it will be sustained but man, continually hoping that this is the start of a sustained buying opportunity and it never lasts. 

Posted
19 hours ago, Mephistopheles said:

Lukoil and Gazprom, small positions. Cost of production (in rubles) is low and sales (in dollars) is high. With oil prices where they are, I can't imagine the world banning Russian oil. And with their economy collapsing, I also can't imagine Russia blocking exports, it would be suicide for them. Question is will the govt confiscate the dividends/earnings from non-Russian shareholders.

yes...the question you ponder at the end is sorta the point. I do not see how folks can invest and talk of "cheap" and valuation etc when these paradigms are not US/SEC/shareholder value oriented contexts at all

Posted

Been overweighting available allocations to energy since reading much about the sector being smallest ever in market cap three or so years ago.  I think an energy super-cycle is underway but not yet recognized by too many.

Posted
3 hours ago, fareastwarriors said:

Picked up some BRK.B yesterday 

I wish I had. I sold puts when BRK dipped below 300, but the better move would have been to also go long. 

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 account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...