What are you buying today?

[KPO]

Increased RTO exposure by 40%. If present management can’t integrate what they’ve purchased, I suspect PE would happily do it for them.  This is an attractive cash flowing industry in similar form to environmental & waste services.  At some point the multiple will reflect this fact as it already has with ROL. 

[Red Lion]

Started a position in RTO, been watching the discussion here for a few months and decided this would be a good place to start. 

[Junior R]

2 hours ago, Red Lion said:

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. 

same started to add back APO

[Onefoothurdles]

Bought more DFIN, ACFN and 5844.T

[Rainier]

14 minutes ago, Onefoothurdles said:

Bought more DFIN, ACFN and 5844.T

How do you buy Kyoto Financial? Is there an ADR? 

[thowed]

Small add to LB.

[Onefoothurdles]

6 hours ago, Rainier said:

How do you buy Kyoto Financial? Is there an ADR? 

 

Directly via IBKR

[This2ShallPass]

On 3/5/2025 at 5:36 PM, This2ShallPass said:

Starter positions in MGM and TSMC.

Doubled up on MGM. Usually I don't buy back-back, but as I learn more it just seems like too good an opportunity. Still <3% of my pf and room to grow..

[Rainier]

10 hours ago, Onefoothurdles said:

 

Directly via IBKR

Thanks

[ourkid8]

Added to my BN position.  

[Seoshin]

Bought MGM and JOE

[Eldad]

MSFT

 

Hoping this down move has legs. 

[Cod Liver Oil]

@formthirteen and @jeyfox I am buying more Odet. We may never see the full value surface, but it is obscenely cheap as UMG continues to perform.  Also selling various MGM puts. Waiting for discounts to close can be futile,  but we own quite a few well-managed companies selling at less than 1/3 NAV: Odet, Joe, NEN, MSGE. Yes, opportunity cost,  but if the underlying value is growing, its ok to own these things.

Edited Friday at 08:07 PM by Cod Liver Oil

[Gregmal]

More MGM 

[Castanza]

On 2/20/2025 at 11:46 AM, Paarslaars said:

All these traders selling a great long term company like Nintendo... You guys are crazy! 

 

On 2/20/2025 at 4:54 PM, Paarslaars said:

Unfortunate timing...

 

 

[KPO]

Starter in MGM

[tnathan]

Started new position in VMC - been waiting to do this for forever

[formthirteen]

3 hours ago, Cod Liver Oil said:

@formthirteen and @jeyfox I am buying more Odet. We may never see the full value surface, but it is obscenely cheap as UMG continues to perform.  Also selling various MGM puts. Waiting for discounts to close can be futile,  but we own quite a few well-managed companies selling at less than 1/3 NAV: Odet, Joe, NEN, MSGE. Yes, opportunity cost,  but if the underlying value is growing, its ok to own these things.

 

I switched BOL.PA to EDEN.PA this week. I will keep ODET in my portfolio. I'm a bit disappointed in myself for not putting everything in ODET from the start.

[dealraker]

Bought back APO at $132.20.

[kh812000]

New spin-off SNDK.  0.6X BOOK.   Significant discount versus other memory players and its JV partner Kioxia.  Just raised prices of its offerings into a flash memory recovery...

[Spekulatius]

Added a bit of ITM.MI (Italmobiliare). I also added to ACVA (wholesale car auction).

[Junior R]

everyone is on buying rampage lol tables have turned since alot of us where stuck on what to buy lol

[buylowersellhigh]

18 hours ago, tnathan said:

Started new position in VMC - been waiting to do this for forever

I have been wanting to buy cement, aggregates for a while, too.  Any thoughts on others like MLM, EXP, CRH, etc.? Which ones may be cheaper/better?

[Paarslaars]

13 hours ago, Junior R said:

everyone is on buying rampage lol tables have turned since alot of us where stuck on what to buy lol

Haven't seen Parsad buying yet so I think we're still early

[LC]

Sanjeev buying consumer discretionaries: classic bottom call