What are you buying today?

[Paarslaars]

Bought some more OSTK options this week when the stock dropped below 15$, nice timing. 

 

Also was able to snatch up a few shares of GXE at 0.83 but most of the order hasn't filled yet.

Edited October 6, 2023 by Paarslaars

[TwoCitiesCapital]

 

Closed S&P puts for a gain

Still holding long puts on Apple and RIVN as partial market hedges

 

Sold OTM puts against my ITM puts on GLD to lock in recent profits. Used proceeds to add to my SBSW position which I want to accumulate long-term as I do expect gold/precious metals to outperform equities this decade - just hedging expected weakness from positive real rates/USD which GLD had been resilient to up until a week or two ago with the puts. 

 

Added to ZROZ and POAHY with proceeds of S&P puts. 

Edited October 6, 2023 by TwoCitiesCapital

[Spekulatius]

2 hours ago, TwoCitiesCapital said:

Added to ZROZ and POAHY with proceeds of S&P puts. 

POAHY / Porsche Holding is a stock that has forgotten that it can go up.

[TwoCitiesCapital]

2 minutes ago, Spekulatius said:

POAHY / Porsche Holding is a stock that has forgotten that it can go up.

 

Yup. No immediate catalyst to close NAV gap. Both VW and P911 have turned down recently which seems to be driving the sell off here too. 

 

It doesn't rally when it's assets rally, but sells off in sympathy when they drop

 

Not a huge position for me - but I love Porsche cars and feel good owning the company at a sizable discount. 

[Gregmal]

Started AMRK

[valueseek]

Starter in $WCC

[rkbabang]

I’m on vacation in the Berkshires this week, but I still bought some JOE and OSTK.  Also today I saw these and thought I’d pick some up before the next run up.

 

[Paarslaars]

Bought some UMI june '25 options.

[sleepydragon]

added to para

[dipod]

MANU CSPs

[brobro777]

Bought TLT

 

Los Angeles egg prices down to pre-Covid!!!

 

[Malmqky]

Starter/tracker sized positions in CROX and NEN (if it fills lol).

 

Lots of REITS are starting to look like decent value.

Edited October 10, 2023 by Malmqky

[Dinar]

18 minutes ago, Malmqky said:

Starter/tracker sized positions in CROX and NEN (if it fills lol).

 

Lots of REITS are starting to like decent value.

You are competing with the company - they bought back 0.5% (18K shares in Q3)

[Malmqky]

14 minutes ago, Dinar said:

You are competing with the company - they bought back 0.5% (18K shares in Q3)

Yep, I’m still in the research phase here, really just want a few shares to motivate me to continue to learn and look deeper.

Doesn’t fill, oh well. 

[Dinar]

9 minutes ago, Malmqky said:

Yep, I’m still in the research phase here, really just want a few shares to motivate me to continue to learn and look deeper.

Doesn’t fill, oh well. 

There are a number of write-ups on VIC over the last two decades

[formthirteen]

ZROZ and TLT options yesterday, LOL. Second try. Bailed on the first.

[thepupil]

2 minutes ago, formthirteen said:

ZROZ and TLT options yesterday, LOL. Second try. Bailed on the first.

 

ZROZ options are pretty illiquid. I recommend just buying 30 year futures options CBOT via IBKR, pretty easy once you get hang. 

[formthirteen]

4 minutes ago, thepupil said:

ZROZ options are pretty illiquid. I recommend just buying 30 year futures options CBOT via IBKR, pretty easy once you get hang. 

 

Thank you for the tip. Will investigate.

[Paarslaars]

Swapped some JOE shares for calls.

[CorpRaider]

KLG, K

Edited October 12, 2023 by CorpRaider
Order didn't fill

[Libs]

XPEL

[Santayana]

22 hours ago, Paarslaars said:

Swapped some JOE shares for calls.

What did you buy?  I just noticed there's some longer dated stuff than the last time I had looked.

[Paarslaars]

8 minutes ago, Santayana said:

What did you buy?  I just noticed there's some longer dated stuff than the last time I had looked.

August '24, 50$ & 60$ strikes.

[dipod]

OSTK calls.

[KPO]

TRC