What are you buying today?

[Saluki]

5 minutes ago, dipod said:

Same here with long dated CPNG calls. Don't understand the price movement today given that the country itself is still intact. Quick question: any resource you'd recommend for really learning BTC? Want to invest in it but not feeling very confident yet.

I bought a bit of CPNG too. 

 

I hate crypto and the people who invest in it, BUT...If you truly want to understand more than 99% of crypto bros about bitcoin, go to the MIT open courseware site and you can take a couple of free classes on it by Gary Gensler which he taught before he became SEC Chairman.  Watch the videos, and read all the course materials which are provided and you will be miles ahead of most people.  

 

I know GG professionally and although the anarcho capitalist crypto bros hate him, he knows his stuff and is scary smart. 

[mananainvesting]

Added to $T yesterday. The company announced today $40B+ of shareholder returns over the next 3 years.  I am long, not advise. Wrote a small thread about the company on X. Any fellow shareholders here? Link: 

 

[Dave86ch]

15 hours ago, dipod said:

Same here with long dated CPNG calls. Don't understand the price movement today given that the country itself is still intact. Quick question: any resource you'd recommend for really learning BTC? Want to invest in it but not feeling very confident yet.

 

https://dscompounding.com/2023/04/24/compound-your-energy/#bitcoin

 

If you want technical information, this is the best source of knowledge:

 

Mastering Bitcoin: Programming the Open Blockchain

Book by Andreas Antonopoulos

 

Edited December 4 by Dave86ch

[Paarslaars]

Some more MSTR calls. Last ones I promise.

[KPO]

Waded into a little JOE for the first time in several years and after selling half my position in July. Thanks to @Gregmal for the consistently outstanding coverage.  I need to get down there to see it all myself. 

Edited December 5 by KPO

[Dinar]

Heilderberg materials

[ourkid8]

small amount of JOE

[Junior R]

also added some joe yesterday and more today thanks @Gregmal

[Spekulatius]

Bought a starter in VALE and added some HEIO.

[Ross812]

Bought SWBI at $10.9 and CNC at $56.9.

[longlake95]

Bought a 2.5% position in MATR over the last couple of weeks. 

Edited December 6 by longlake95

[mananainvesting]

Added to $T (AT&T).

 

Bought 1 share of $TD, hoping it goes down further since I started a position now  

[Spekulatius]

I added to MEGACPO, STNE and ELV a bit.

[Junior R]

1 hour ago, mananainvesting said:

Added to $T (AT&T).

 

Bought 1 share of $TD, hoping it goes down further since I started a position now  

TD is getting under valued now...next year they should have investor day and speak about the new guidance under the new ceo

[WFF]

Added some OXY and JOE.

[mananainvesting]

3 hours ago, Junior R said:

TD is getting under valued now...next year they should have investor day and speak about the new guidance under the new ceo

 

I really don’t know if it is under valued coz I haven’t done the work yet. Found this article on TD interesting, looks like they are a long way from earning their full potential

 

https://www.theglobeandmail.com/business/commentary/article-can-td-bank-ever-recover-from-its-us-money-laundering-saga/

 

[Malmqky]

Bought last week:

 

More Valaris stock and warrants

More Hershey 

Starter in Leons

Starter in SWBI

probably some other small adds I’m forgetting 

 

Sold last week:

 

Sold half the Chinese basket, the IRR is good enough for me. Didn’t touch Tencent/Prosus though, those are longer term holds.

[coffeecaninvestor]

Decided to take some proceeds from CNI and dip my toes into JOE. Will DCA into this slowly unless we get back into the 30's then I'll buy more aggressively. 

[Malmqky]

Bought parents some $T.

[Saluki]

I trimmed a little GOOG to keep it at the weighting I am comfortable with and sprinkled the proceeds to a few positions that aren't dirt cheap, but could be a little bigger in my portfolio (AOS, CROX, CPNG and ATEX).   

 

The first three I've discussed on here before, and earlier I sold half my position in ATEX for a loss to offset some gains, but I noticed a couple of insider purchases on Forms 4.  I figured I would buy back some shares before the next quarter with the new CEO and see if they were sandbagging the prior Q to make him look better when he takes over.  The options are illiquid and only go out six months, so common shares or nothing.  

[KPO]

Nestle

[lnofeisone]

VAL Warrants and sold SWBI puts. 

[mananainvesting]

Added to $T (AT&T). 

[formthirteen]

Bought CELH and ASML. Sold FFH.TO. Last time I sold at 700 CAD. Better luck this time.

[cubsfan]

On 11/14/2024 at 2:52 PM, Gregmal said:

Yea I’ve rarely seen a stock as boring as msge trade as wildly on relatively nothing. The earnings were solid and everyone knows Q1 is always their seasonally soft quarter. The setup is nice as they are coming into their money printing season and have already indicated returning capital to shareholders should occur sometime in the spring. At $1.7b market cap they could pretty easily takeout another 5-10% of shares funded almost entirely from next 2-3 Qs of incoming cash.

 

MSGE - good to see these NFL valuations, just for the team - no stadium, etc.

 

https://www.cnbc.com/2024/12/11/nfl-philadelphia-eagles-minority-stake-sale.html