lnofeisone Posted June 15, 2022 Posted June 15, 2022 2 hours ago, investor1 said: AVLR I am a long term holder of this that probably should've sold at $150. They are solving a legitimate problem that will only get more complicated with states trying to improve tax compliance. There isn't really any competitors that do what Avalara does. What's not seen is that Avalara can help states to collect taxes and taxpayers by helping devise favorable tax strategies (think multinational corporations with multi-jurisdiction procurements with tax and credit issues). I also really like Xero (XROLF).
Pessoa Posted June 15, 2022 Posted June 15, 2022 13 hours ago, WFF said: Added to JOE. You added twice, eh?
Sinbius Posted June 15, 2022 Posted June 15, 2022 (edited) DVA ... very small position for my style ...I think I'm influenced by the macro picture and I don't want to be completely invested...I want to have some cash...I'm 15% cash... I really hope the obvious big increase in interest rates and macro recession and further market crash ahead don't come true so I have a real reason to never ever look at the macro picture again....I hate to be influenced by it...and I hate spending time on it... Edited June 15, 2022 by Sinbius
WFF Posted June 15, 2022 Posted June 15, 2022 2 hours ago, Pessoa said: You added twice, eh? actually three times. Added more again. The first time was a starter and as it dropped I just kept adding. Probably a 5% position this far.
Blugolds Posted June 16, 2022 Posted June 16, 2022 Added to BRK 273 and some change..we get into the 250-260 range and Im bringing out the big guns
Agrippa07 Posted June 16, 2022 Posted June 16, 2022 (edited) added to BRK,Charter, Meta PYPL, IAC, Exor, and SPY - also opened a new position in PSH and ATVI (equity and calls) --- Edited June 16, 2022 by Agrippa07 Meta, Charter and ATVI
DooDiligence Posted June 16, 2022 Posted June 16, 2022 Averaged up on EW 5 minute elevator pitch based on the last 10K also Added a little BRK & DIS Looking to add to GOOGL When I run out of FOMO $$$ (a little over 9% left), I'm going to delete the Fidelity bookmark from my browser & remove their app from my phone.
Gregmal Posted June 16, 2022 Posted June 16, 2022 (edited) More Berkshire hard to believe it’s off almost $100 a share in a couple months on little but pants pissing about the general “market”. Love it. just took some Disney too on hole 16. Tough to tell from the golf course but seems like there’s a strong bid in the market lately around 93/94. Edited June 16, 2022 by Gregmal
Ulti Posted June 16, 2022 Posted June 16, 2022 3 minutes ago, Gregmal said: More Berkshire hard to believe it’s off almost $100 a share in a couple months on little but pants pissing about the general “market”. Love it. And I hope Buf. is feeling the same
Gregmal Posted June 16, 2022 Posted June 16, 2022 2 minutes ago, Ulti said: And I hope Buf. is feeling the same Big daddy knows what to do here. Unlike all the talking heads he’s seen and invested through whatever it is folks are currently terrified of. Probably a minor recession and good government created/government solved “inflation” crisis. It’s a Kobe to Shaq against Portland alley oop
Ulti Posted June 16, 2022 Posted June 16, 2022 Just now, Gregmal said: Big daddy knows what to do here. Unlike all the talking heads he’s seen and invested through whatever it is folks are currently terrified of. Probably a minor recession and good government created/government solved “inflation” crisis. It’s a Kobe to Shaq against Portland alley oop Ha I thought is was more like tipping your favorite girl at the strip club
Cod Liver Oil Posted June 16, 2022 Posted June 16, 2022 Buying Disney and MSGE with a little throw up in the back of my mouth.
Viking Posted June 16, 2022 Posted June 16, 2022 (edited) JPM, BAM, GOOG, AMZN, CRM, PYPL, DIS, LEVI, UA Cash is down to 45% (from 55%) Edit: added a little DOCU, SHOP at the close Edited June 16, 2022 by Viking
Mephistopheles Posted June 16, 2022 Posted June 16, 2022 Loaded up on Tenneco over the last few days (merger arb with a huge spread) Wrote a whole bunch of BRK puts which are underwater. Will buy them back and write more aggressively to be cash flow positive
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