What are you buying today?

[Paarslaars]

JD and PDD.

[Ross812]

I've been looking at Tencent, PDD, and JD. I decided to take the advice from the China thread and use KWEB. I sold 10 puts expiring next week from $35 down to $30 this morning. I still might add some PDD. 

[Libs]

On 9/26/2024 at 4:54 AM, MMM20 said:

I am buying SNDL up to a core position. I think it's a fat pitch and looking for pushback.

 

 

I'm in, seems like a good trade. Thanks for the idea.

 

 

 

 

[MMM20]

6 minutes ago, Libs said:

 

I'm in, seems like a good trade. Thanks for the idea.

 

[dipod]

PDD calls

[collegeinvestor]

@MMM20 What duration and strike are you guys looking at? Will need to do my DD this weekend.

[Gregmal]

Added some more FRPH last few days. Just kinda hoping they start waking up to the fact that the current state isnt going to cause a rerating on its own. 

[MMM20]

2 hours ago, collegeinvestor said:

@MMM20 What duration and strike are you guys looking at? Will need to do my DD this weekend.

I’m the guy buying SNDL (but also own PDD). Are you talking about PDD calls? 

[LC]

3 hours ago, Gregmal said:

Added some more FRPH last few days. Just kinda hoping they start waking up to the fact that the current state isnt going to cause a rerating on its own. 

Yeah I've picked up a share here and there on slight dips. I've learned from CLPR though ultimately is the market which needs to be convinced - not me, not management, not the "enlightened few" true believers. So I am real strict with the position limits on stuff like this.

[Gregmal]

8 minutes ago, LC said:

Yeah I've picked up a share here and there on slight dips. I've learned from CLPR though ultimately is the market which needs to be convinced - not me, not management, not the "enlightened few" true believers. So I am real strict with the position limits on stuff like this.

100%, I like it and am a long term, stubborn holder. But like pcyo(which I’ve largely moved on from), I wanna start seeing some consideration for our time and patience. If the apex of allocation is a 2% buyback during a generational market panic…I need more than that. If they sell a great asset and state that they will either find a suitable home for the money, or return it to shareholders, 6 years later I’d like to see some return of capital. 

No complaints really, just some grumbling. But they need to start cultivating a public market identity. A special dividend machine? A slow and steady regular buyback machine? Whatever, but it needs to be something. 

Edited September 28, 2024 by Gregmal

[UK]

On 9/27/2024 at 5:34 PM, moneyball said:

Over last two days have been increasing my china exposure. Hard to buy stocks and materially increase positions that in some cases are up 50% from some cost basis trades, but think that there is a real chance that risk adjusted returns have increased and despite material performance, high quality companies are cheapest in the world. 

 

Still have some struggle with how much China exposure to have though because of some of the risks we all know.

 

Same for me.

[formthirteen]

CELH starter position.

[Spekulatius]

Bought a share in $LICT

[Lance]

Writing puts on M.

 

Thanks

Lance

[nafregnum]

Starting a position in SNDL

[MMM20]

32 minutes ago, nafregnum said:

Starting a position in SNDL

[valueventures]

Also a small starter in SNDL...hoping for a quick flip on this one.

[MMM20]

28 minutes ago, valueventures said:

Also a small starter in SNDL...

 

 

 

28 minutes ago, valueventures said:

hoping for a quick flip on this one.

 

same here.

[dipod]

More PDD calls

[Paarslaars]

BEKE calls

[sleepydragon]

Oxy 

[Ross812]

Started buying RTO. 

[willypoo]

SNDL

@MMM20 1.94 -> 1.99 that you?

[Red Lion]

Bought some OXY warrants in my retirement account. Open to doing a swing trade on these if it works out. 

[MMM20]

3 hours ago, willypoo said:

SNDL

@MMM20 1.94 -> 1.99 that you?

Nah, I maxed out my position a couple days ago. My average cost is ~$2.02.

 

Edited October 3, 2024 by MMM20