Luca Posted May 14 Share Posted May 14 Put another buy order in for PDD Link to comment Share on other sites More sharing options...
Paarslaars Posted May 14 Share Posted May 14 Bought a Camp Chef Woodwind Pro, love it! Link to comment Share on other sites More sharing options...
Spekulatius Posted May 15 Share Posted May 15 Added a bit of BAX today and yesterday. I also added back PYPL recently. Bought a tracker in JACK in one account, which is a stock @gfp pointed out. Link to comment Share on other sites More sharing options...
DooDiligence Posted May 16 Share Posted May 16 Bought a 1% position in JACK yesterday. Watched it pop this morning and regretted not buying more. Checked back in this afternoon and doubled up. Link to comment Share on other sites More sharing options...
Luca Posted May 16 Share Posted May 16 Market order in for more Prosus NV Link to comment Share on other sites More sharing options...
Saluki Posted May 16 Share Posted May 16 The past couple of days I was adding to MSCI (2% position now), NTDOY and CPNG (about 3.5% each). Unless the price comes down again, I'm done buying for now. Bought some ATEX after the price came down to keep it at 1%. Link to comment Share on other sites More sharing options...
John Hjorth Posted May 17 Share Posted May 17 On 4/8/2024 at 5:18 PM, John Hjorth said: After exiting a small position in DANSKE.CPH [Danske Bank A/S, Denmark] in January 2015, I started a small position in the bank again today. I added a tiny bit to DANSKE.CPH today. Link to comment Share on other sites More sharing options...
rkbabang Posted May 19 Share Posted May 19 I converted more of my Ethereum to Bitcoin yesterday. Not a straight conversion. I bought Bitcoin with about 65% of it. I’m holding back 20% for taxes and 15% which I plan to buy MSTR with tomorrow. Link to comment Share on other sites More sharing options...
Dinar Posted May 20 Share Posted May 20 COKE - the bottler Link to comment Share on other sites More sharing options...
Paarslaars Posted May 20 Share Posted May 20 Traded some OXY for MSTR. Link to comment Share on other sites More sharing options...
LC Posted May 21 Share Posted May 21 6 hours ago, Dinar said: COKE - the bottler Tender offer for a huge chunk of the outstanding - and the shares already trade above the tender price. Interesting situation. Do you have a long term thesis or is this a trade? Link to comment Share on other sites More sharing options...
Dinar Posted May 21 Share Posted May 21 7 minutes ago, LC said: Tender offer for a huge chunk of the outstanding - and the shares already trade above the tender price. Interesting situation. Do you have a long term thesis or is this a trade? It is a long-term investment. I have followed the company for a couple of years, but I was not 100% sure that the operating margin improvement was sustainable. Given the size of the tender offer and the fact that the management that owns 12% is not tendering, I figure that not only profitability is sustainable, but that there is either a massive profitability improvement coming down the pike or there is another ace up management's sleeve. Had they bought out all of the shares at $925 per share that they wanted, the stock would have been trading at 9x my 2025 EPS. Link to comment Share on other sites More sharing options...
ValueArb Posted May 23 Share Posted May 23 I don’t know RFK Jr has Pelosi’s touch, but he’s buying GME. RFK Jr buys GameStop. Link to comment Share on other sites More sharing options...
Luca Posted May 23 Share Posted May 23 1 minute ago, ValueArb said: I don’t know RFK Jr has Pelosi’s touch, but he’s buying GME. RFK Jr buys GameStop. I saw that too...crazy times Link to comment Share on other sites More sharing options...
ValueArb Posted May 23 Share Posted May 23 3 minutes ago, Luca said: I saw that too...crazy times He’s great at the social media game, just bought himself millions in publicity and a whole new group of supporters for only $24K in stock. Link to comment Share on other sites More sharing options...
DooDiligence Posted May 23 Share Posted May 23 (edited) Dude must have worms in his brain or something. Edited May 23 by DooDiligence Link to comment Share on other sites More sharing options...
lnofeisone Posted May 23 Share Posted May 23 Reloading on BYON, starters in SBUX, KDP, and BAX. Tactically shorting UNG. Gas got wild and I have a big energy position to counteract if it gets too wild. Link to comment Share on other sites More sharing options...
Santayana Posted May 23 Share Posted May 23 Added to JOE and NTDOY. Link to comment Share on other sites More sharing options...
Castanza Posted May 23 Share Posted May 23 36 minutes ago, Santayana said: Added to JOE and NTDOY. Same two Link to comment Share on other sites More sharing options...
Saluki Posted May 23 Share Posted May 23 Also added to JOE and NTDOY on the dip today. I probably have enough of both already, but "it was on sale", as my better half would say. Such a weird day in the market where everything in my portfolio was flashing red except for one stock. Been adding slowly to ATEX, FRPH and KRKNF to get them to 1% weight and then I'll stop and check back on them in a year. No particular news on them yet. Sold off some of my higher basis STNG shares that hit the one year mark and bought a few shares or Tsakos (also in tankers but cheaper/with more debt) so that I see it when I log in and do more reading up on it. Link to comment Share on other sites More sharing options...
keegomaster Posted May 23 Share Posted May 23 Have been selling some Ebay and reallocating to Disney. Also set up some buy orders for FFH, and TVK should they drop ~5% from current levels. Link to comment Share on other sites More sharing options...
Seoshin Posted May 24 Share Posted May 24 added to DFH and NTDOY Link to comment Share on other sites More sharing options...
frommi Posted May 24 Share Posted May 24 MDLZ, i am addicted to the chocolade and the stock is not as expensive as it used to be. Link to comment Share on other sites More sharing options...
Eng12345 Posted May 24 Share Posted May 24 Sold more TPC - all I have left is taxable. Bought a small amount of CVS Looking to buy MSCI and CASH as trackers but have just been hovering around the buy button Link to comment Share on other sites More sharing options...
nwoodman Posted May 25 Share Posted May 25 Tinkerered with some ALS.TO. I think there is some asymmetry but ultimately it’s a a bit of a lottery ticket. Breaks all my rules but the CEO seems to have a good handle on the cyclical nature of the business. Intriguing. Link to comment Share on other sites More sharing options...
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