What are you buying today?

[coffeecaninvestor]

Started a position in LMT for a family account that I am managing. Hoping it gets cheaper. 

[grc1980]

LMT needs to get a bit cheaper before I start to dig in…

[mananainvesting]

Added to $ACIC

[tnathan]

Bought SKX … weakness in China taking stock lower. I love the story though over next 5-10 years. And it’s trading cheaply for the growth. They have surprising strength in India…

[coffeecaninvestor]

16 hours ago, grc1980 said:

LMT needs to get a bit cheaper before I start to dig in…

Yeah it’s a starter, I think it’s trading at a fair but not cheap price. 

[longlake95]

CNC

[KPO]

34 minutes ago, longlake95 said:

CNC

Lazy question as I’m just starting to look at this company: What investments make up the ~$17.4B of long-term investments on their balance sheet? 

[longlake95]

6 minutes ago, KPO said:

Lazy question as I’m just starting to look at this company: What investments make up the ~$17.4B of long-term investments on their balance sheet? 

bonds

Edited February 11, 2025 by longlake95

[KPO]

10 minutes ago, longlake95 said:

bonds

Thanks!

[Spekulatius]

Buying just a tiny bit of $CACI here.

Maybe it will DOGE a bullet.

Edited February 11, 2025 by Spekulatius

[Lance]

Sold calls on BTI and added to ADM.

 

Thanks

Lance

[Cod Liver Oil]

Added to Crox. All the shoe companies seem to be tariff casualties. I like Crox at 90 and NKE at 70. Skechers and Deck getting tarred with the same brush. 

Edited February 14, 2025 by Cod Liver Oil

[Grafter]

Thinking about dhr,  as it is near 52 week lows.  But unsure for the reason yet, so need to dig in.

Edited February 12, 2025 by Grafter

[sleepydragon]

On 1/24/2025 at 6:29 PM, sleepydragon said:

definitely speculation..

And my wife threatened divorcing me after I laughted and brush aside her suggestions to buy pltr, so this time i am not taking any chances. It’s her IRA anyway..

Wife won again. Her pick PLTR up like 45% and RDDT up 15% , and it’s not even month yet. Is it possible i have been married to Wife Buffett for 20 years and I missed all these opportunities ?! My pick, NBIS, went down 40% the next business day after I bought it (though it has recovered and now 8% higher than my cost).  

 

[longlake95]

9 minutes ago, sleepydragon said:

Wife won again. Her pick PLTR up like 45% and RDDT up 15% , and it’s not even month yet. Is it possible i have been married to Wife Buffett for 20 years and I missed all these opportunities ?! My pick, NBIS, went down 40% the next business day after I bought it (though it has recovered and now 8% higher than my cost).  

 

What does she like now? LOL

[fareastwarriors]

1 hour ago, longlake95 said:

What does she like now? LOL

 

1 hour ago, sleepydragon said:

Wife won again. Her pick PLTR up like 45% and RDDT up 15% , and it’s not even month yet. Is it possible i have been married to Wife Buffett for 20 years and I missed all these opportunities ?! My pick, NBIS, went down 40% the next business day after I bought it (though it has recovered and now 8% higher than my cost).  

 

 

Please launch the Sleepydragon Spouse 2x ETF.

 

 

[tnathan]

dipped toes into SPSC. I think the runway is decently long and it's not too expensive for what its growing at

[Santayana]

Added more Fairfax with earnings on Thursday.  I think positive surprises are far more likely than negative.

[Paarslaars]

Bought some KULR options yesterday.

 

Also switched the kids BRK portfolio to FFH.

[dealraker]

16 hours ago, sleepydragon said:

Wife won again. Her pick PLTR up like 45% and RDDT up 15% , and it’s not even month yet. Is it possible i have been married to Wife Buffett for 20 years and I missed all these opportunities ?! My pick, NBIS, went down 40% the next business day after I bought it (though it has recovered and now 8% higher than my cost).  

 

Love it!  

[SafetyinNumbers]

12 hours ago, Santayana said:

Added more Fairfax with earnings on Thursday.  I think positive surprises are far more likely than negative.

I did the same for the same reason. I also think speculative flows on the potential 60 add will pick up once the quarter is out of the way. It’s not a risk event driven funds want exposure to.
 

I also co-wrote this substack about why FFH consensus estimates are too low in the long term but I expect the beats in the same areas for Q4, underwriting and investment performance.

 

https://open.substack.com/pub/berczyparkcapital/p/fairfax-financial-a-generational?r=ecc87&utm_medium=ios

[thowed]

@SafetyinNumbers I didn't realise the connection.  Really enjoyed it, thanks.

[brobro777]

Bought some NKE 

[buylowersellhigh]

STHRF

[SafetyinNumbers]

1 hour ago, thowed said:

@SafetyinNumbers I didn't realise the connection.  Really enjoyed it, thanks.

Thanks!