What are you buying today?

[KPO]

SMG

[dipod]

Lots and lots of FRFHF. 

[CorpRaider]

Comcast

[dwy000]

58 minutes ago, CorpRaider said:

Comcast

that's 2 days in a row.  You must have quite the position at this point.

[CorpRaider]

14 hours ago, dwy000 said:

that's 2 days in a row.  You must have quite the position at this point.

 

Nah, I'm a retail piker, but I am thinking of running it up to like 10% of my modest TNW.  Although, I wouldn't be shocked if they make a bid for someone and the stock craters right after I fill up.  

Edited February 9, 2024 by CorpRaider

[Paarslaars]

Starter in XFAB

[sleepydragon]

Added to PARA

[bizaro86]

FFH

[UK]

Rotated some META into more FFH:)

[nwoodman]

FRFHF

[Castanza]

FFH

[Monsieur_dee]

Small adds to Oxy , ebay , ffh , lumine , topicus throughout the week. 

[valueventures]

Starter position in TVK.TO / TRRVF. Price has gone up a lot (largely from execution rather than multiple expansion), and the last quarter was terrific. Would look to average down and build a full position if/when we get a broader correction.

Edited February 13, 2024 by valueventures

[fareastwarriors]

 

AIV

[Eldad]

2 hours ago, valueventures said:

Starter position in TVK.TO / TRRVF. Price has gone up a lot (largely from execution rather than multiple expansion), and the last quarter was terrific. Would look to average down and build a full position if/when we get a broader correction.

What % would be a full position for you on this one? 
 

[Saluki]

Small adds to OXY, JOE and TV.   I had a resting sell order for some SWBI shares at $14 and I got a fill yesterday, so I had to do something with it. 

[valueventures]

1 hour ago, Eldad said:

What % would be a full position for you on this one? 
 

Like 5% of my actively managed portfolio and if it performs well, I'd let it grow into a larger %.

[Eldad]

1 hour ago, valueventures said:

Like 5% of my actively managed portfolio and if it performs well, I'd let it grow into a larger %.

Thanks

[Cod Liver Oil]

adding to ebay due to embarrassing cap shrinkage.

Edited February 14, 2024 by Cod Liver Oil

[dwy000]

Starter position in SBAC

[valueventures]

Added to FFH ahead of earnings tomorrow

[Dinar]

CASY

[nwoodman]

6758.T SONY

[Luke]

17 minutes ago, nwoodman said:

6758.T SONY

Interesting, what do you see here? I found it quite expensive at first glance, high capex. What's your thesis? 

[nwoodman]

10 minutes ago, Luca said:

Interesting, what do you see here? I found it quite expensive at first glance, high capex. What's your thesis? 

A sucker for their music business.