What are you buying today?

[thowed]

3 hours ago, Paarslaars said:

Starter in AMRK, blatently following Kuppy on this one.

 

Interesting.  I only had a quick look, but instinctively feel that companies like this don't tend to work.  I keep looking, but always end up with bullion ETFs instead.

 

Given the size, I imagine he may get a decent boost from others following.  I may well be wrong - good luck!

[Gregmal]

Add to Fairfax 

[rkbabang]

Sold CPNG calls that I bought a little over a month ago for a 146% gain and added to a few positions:  CPNG common, FRFHF, JOE, MSTR, & EBAY.

 

[Paarslaars]

40 minutes ago, rkbabang said:

Sold CPNG calls that I bought a little over a month ago for a 146% gain and added to a few positions:  CPNG common, FRFHF, JOE, MSTR, & EBAY.

 

Also traded my CPNG calls for the common.

[crs223]

starting a basket of melting ice cubes: bought BTI.  Maybe SIRI is next..???

[Luke]

49 minutes ago, rkbabang said:

Sold CPNG calls that I bought a little over a month ago for a 146% gain and added to a few positions:  CPNG common, FRFHF, JOE, MSTR, & EBAY.

 

Banger...

[coffeecaninvestor]

More FRPH

[rkbabang]

1 hour ago, Luca said:

Banger...

 

Yeah, I'm starting to learn to sell my options when they go up rather than getting greedy and wait for more.  Many times in the past I've looked at large unrealized gains on my calls and did nothing, then they end up going back down and have me wishing I had sold.  I've even gone on to eventually realize loses on options I could have at one time sold for hefty profits.

[valueseek]

27 minutes ago, rkbabang said:

 

Yeah, I'm starting to learn to sell my options when they go up rather than getting greedy and wait for more.  Many times in the past I've looked at large unrealized gains on my calls and did nothing, then they end up going back down and have me wishing I had sold.  I've even gone on to eventually realize loses on options I could have at one time sold for hefty profits.

Good. Would you mind elaborating the expiry on those options for cpng? And your strategy of selling options - would you sell 1-1.5 year out options as well if they go up? Thanks

[Rustycage]

2 hours ago, crs223 said:

starting a basket of melting ice cubes: bought BTI.  Maybe SIRI is next..???

Also bought BATS for the first time, really sorry prob means it’s going under 20GBP p/s given the way my purchases usually go within a month

[rkbabang]

37 minutes ago, valueseek said:

Good. Would you mind elaborating the expiry on those options for cpng? And your strategy of selling options - would you sell 1-1.5 year out options as well if they go up? Thanks

 

It depends I don't really have a strategy, I just take it on a case by case basis.   These were $20, Jan 17, 2025 expiry calls which I bought in early March (they were out of the money at the time).  I was thinking that it was likely that CPNG traded in the $20s at some point this year.  Since it is now trading in the 20s my thesis has been satisfied, so I took my profits and used a portion of it to increase my CPNG common holdings. 

[Dinar]

5 hours ago, Gregmal said:

Add to Fairfax 

No Clipper for you?

[Gregmal]

13 minutes ago, Dinar said:

No Clipper for you?

I just can’t stomach investing with management teams that exhibit zero shame or accountability for such putrid performance. At least not anymore 

[tede02]

I bought a few ITM LEAPS on NYCB to ride Mnuchin's coat-tails. Just enough to keep me paying attention. 

[Saluki]

Small adds to FRPH, BTI and NTDOY.

[tnathan]

ADSK - the management team is a little clueless but its a great asset that is doing well being sold off for reasons not core to the business

[fareastwarriors]

FRPH

[CorpRaider]

Comcast

Edited April 17, 2024 by CorpRaider

[Paarslaars]

MSTR

[dpetrescu]

4 hours ago, tnathan said:

ADSK - the management team is a little clueless but its a great asset that is doing well being sold off for reasons not core to the business

 

How do they mess up their accounting and delay their annual report? And all this after a big earning beat.

 

I imagine this could fall another 10% or more. Either way I’m buying - hoping to load up on another 5% drop over the next week or weeks!
 

what do you think of long term AI risk to Autodesk? 

 

[DooDiligence]

1 hour ago, dpetrescu said:

 

How do they mess up their accounting and delay their annual report? And all this after a big earning beat.

 

I imagine this could fall another 10% or more. Either way I’m buying - hoping to load up on another 5% drop over the next week or weeks!
 

what do you think of long term AI risk to Autodesk? 

 

 

More like an opportunity for them to reduce headcount(s) for clients.

 

https://aecmag.com/features/autodesk-laying-the-foundations-for-ai/

 

On an unrelated note, a buddy of mine said his firm just added Revit because more and more clients want 3D now. BIM will likely be next.

[nwoodman]

7974 Nintendo Co

[bizaro86]

4 hours ago, DooDiligence said:

 

More like an opportunity for them to reduce headcount(s) for clients.

 

https://aecmag.com/features/autodesk-laying-the-foundations-for-ai/

 

On an unrelated note, a buddy of mine said his firm just added Revit because more and more clients want 3D now. BIM will likely be next.

 

Clients reducing headcounts isn't good for you when your product is priced as $-per-seat

[dpetrescu]

5 hours ago, DooDiligence said:

 

More like an opportunity for them to reduce headcount(s) for clients.

 

https://aecmag.com/features/autodesk-laying-the-foundations-for-ai/

 

On an unrelated note, a buddy of mine said his firm just added Revit because more and more clients want 3D now. BIM will likely be next.

I think I agree there. I’m using Revit every day for work. I can say it still has a long very long runway - as contractors and builders adopt it. Then product manufacturers are adopting it. And owners adopt it and maintain it for maintenance, records, and future renovations expansions. And public agencies still have pre-2006 2-d Autocad standards, they’re slowly adopting it….very slowly. Surprising how slow the BIM/3d adoption is considering its old tech by now for public agencies.

 

the curveball is AI. I can imagine AI giving Autodesk either a bigger advantage or maybe risk of taking share away from residential and small commercial firms.

[valueseek]

Small $on,$jbht.