What are you buying today?

[DooDiligence]

I just added a tiny sliver of BRK.B (19.2% => 19.25%) with the idea that my purchase might lead to a big rip down (or just a slow steady decline). Don't see adding more without a decline.

 

FWIW, I just read through,

 

 

and

 

 

and probably don't understand a single word of it, but am under the delusion that I do.

 

===

 

P.S. (aka: edit)

 

I use market orders all the time now so I'm basically a dumbass.

 

 

Edited Thursday at 08:18 PM by DooDiligence

[backtothebeach]

Back into FIH.U.

[Cod Liver Oil]

Bought a bunch of MGM because it is literally the casino. Also Diller and crazy shrinkage.

Should probably own IAC just in case MGM takes them out. Sold some 31 puts as well.

 

Edited March 4 by Cod Liver Oil

[MungerWunger]

nibbled on tvk, ffh, toi

[Gregmal]

MGM as well.

[Castanza]

RTO, SSD

[RichardGibbons]

Funny, I did MGM too, but leap calls.

[villainx]

I exited a mistake and put it in MGM.  Thanks for the thread.

[Mephistopheles]

MGM Calls, specifically May 16th. This should be right after Q1 earnings which may very well be better than expected based on the conference call commentary. Also if they continue the January repurchase pace, that would be incredible.

[benchmark]

13 minutes ago, Mephistopheles said:

MGM Calls, specifically May 16th. This should be right after Q1 earnings which may very well be better than expected based on the conference call commentary. Also if they continue the January repurchase pace, that would be incredible.

what strike did you purchase?

[Mephistopheles]

6 minutes ago, benchmark said:

what strike did you purchase?

 

Range between 30-35

[Eng12345]

A slug of MGM, AEGXF, and SCR.TO

[cubsfan]

6 hours ago, Gregmal said:

MGM as well.

 

Doubled up today.

[maplevalue]

Got lucky and pretty much bought at the lows for Scottish Mortgage Trust. 

[wisowis]

CVE and XPEL

[This2ShallPass]

On 3/3/2025 at 9:12 PM, Paarslaars said:

Also sold MSTR puts. Premiums looking good again.

What strike do you typically buy and duration?

 

I added to TDW, still overall small position but couldn't resist adding at these levels - market cap $2.2B, 2024 fcf was $330M and they expect 2025 to be slightly above that. 2025 is a relatively down year for them.

 

Added starter position in TSM.

Edited March 5 by This2ShallPass

[Paarslaars]

Jan '26. I sold the 340$ strike puts and bought 500$ strike calls.

[Malmqky]

Sold some FRP to to join you gents in MGM. 

 

SSD and more Google might be in play as well, we'll see.

[Spekulatius]

I also bought GOOGL recently and PAX. PAX should go bonkers is SA does a bit better but it’s cheap enough for some shares anyways.

[dealraker]

19 minutes ago, Spekulatius said:

I also bought GOOGL recently and PAX. PAX should go bonkers is SA does a bit better but it’s cheap enough for some shares anyways.

+1

[Junior R]

32 minutes ago, Spekulatius said:

I also bought GOOGL recently and PAX. PAX should go bonkers is SA does a bit better but it’s cheap enough for some shares anyways.

Same added more PAX

[This2ShallPass]

Starter positions in MGM and TSMC.

[Castanza]

1 hour ago, Junior R said:

Same added more PAX

Is there a thread on this? 

[Junior R]

12 hours ago, Castanza said:

Is there a thread on this? 

No we should create one its undervalued alternative asset management in Latin America.

[Red Lion]

I bought back all the APO shares I sold between $160-$175, added a few more for good measure. This is in tax deferred account.