Paarslaars Posted February 9 Share Posted February 9 Starter in XFAB Link to comment Share on other sites More sharing options...
sleepydragon Posted February 9 Share Posted February 9 Added to PARA Link to comment Share on other sites More sharing options...
bizaro86 Posted February 9 Share Posted February 9 FFH Link to comment Share on other sites More sharing options...
UK Posted February 9 Share Posted February 9 Rotated some META into more FFH:) Link to comment Share on other sites More sharing options...
nwoodman Posted February 9 Share Posted February 9 FRFHF Link to comment Share on other sites More sharing options...
Castanza Posted February 9 Share Posted February 9 FFH Link to comment Share on other sites More sharing options...
Monsieur_dee Posted February 9 Share Posted February 9 Small adds to Oxy , ebay , ffh , lumine , topicus throughout the week. Link to comment Share on other sites More sharing options...
valueventures Posted February 13 Share Posted February 13 (edited) 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 by valueventures Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 13 Share Posted February 13 AIV Link to comment Share on other sites More sharing options...
Eldad Posted February 13 Share Posted February 13 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? Link to comment Share on other sites More sharing options...
Saluki Posted February 13 Share Posted February 13 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. Link to comment Share on other sites More sharing options...
valueventures Posted February 13 Share Posted February 13 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 %. Link to comment Share on other sites More sharing options...
Eldad Posted February 13 Share Posted February 13 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 Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted February 13 Share Posted February 13 (edited) adding to ebay due to embarrassing cap shrinkage. Edited February 14 by Cod Liver Oil Link to comment Share on other sites More sharing options...
dwy000 Posted February 14 Share Posted February 14 Starter position in SBAC Link to comment Share on other sites More sharing options...
valueventures Posted February 14 Share Posted February 14 Added to FFH ahead of earnings tomorrow Link to comment Share on other sites More sharing options...
Dinar Posted February 14 Share Posted February 14 CASY Link to comment Share on other sites More sharing options...
nwoodman Posted February 15 Share Posted February 15 6758.T SONY Link to comment Share on other sites More sharing options...
Luke Posted February 15 Share Posted February 15 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? Link to comment Share on other sites More sharing options...
nwoodman Posted February 15 Share Posted February 15 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. Link to comment Share on other sites More sharing options...
Gmthebeau Posted February 15 Share Posted February 15 XOM leaps, JD, BABA, CLF, INTC Link to comment Share on other sites More sharing options...
ICUMD Posted February 15 Share Posted February 15 On 2/7/2024 at 3:59 PM, Gmthebeau said: The average US investor has no ability to analyze China. Have you traveled there? Hit the ground talking to people, companies, etc? China is notorious for lying, fraud, fake accounting, entire companies that are total frauds. If you are hellbent on investing in China at least hire a fund manager who lives there or Hong Kong. Otherwise, stop wasting your time and money on this garbage. 5 minutes ago, Gmthebeau said: XOM leaps, JD, BABA, CLF, INTC You've had a change of heart on Valentine's. LoL Link to comment Share on other sites More sharing options...
Gmthebeau Posted February 15 Share Posted February 15 Just now, ICUMD said: You've had a change of heart on Valentine's. LoL Yea, the sentiment is to negative now. Link to comment Share on other sites More sharing options...
Castanza Posted February 15 Share Posted February 15 (edited) 17 minutes ago, Gmthebeau said: Yea, the sentiment is to negative now. LOL sentiment from who? Every hedge fund and talking head is pumping China right now. If anything the sentiment is positive as Chinese equities are at 52 week lows. Regardless of sentiment your initial comment has little to do with sentiment... Edited February 15 by Castanza Link to comment Share on other sites More sharing options...
Gmthebeau Posted February 15 Share Posted February 15 2 minutes ago, Castanza said: LOL sentiment from who? Every hedge fund is pumping China right now. If anything the sentiment is positive as Chinese equities are at 52 week lows. Regardless of sentiment your initial comment has little to do with sentiment... Sentiment from this board. Whatever man, I don't need to justify why I bought it to anyone. Link to comment Share on other sites More sharing options...
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