What are you buying today?

[Saluki]

Since leaving my job I have been de-risking and doing more selling than buying, but I bought a little JOE today and had been nibbling on VG, EPD, ET in small amounts. 

[sleepydragon]

Bought even more lvmh

[thowed]

NVO in Europe.

[throw123]

UNP

Edited April 22, 2025 by throw123

[valueventures]

More GLASF

[Dinar]

Ashtead plc, owner of sunbelt rentals

[Red Lion]

3 hours ago, Saluki said:

Since leaving my job I have been de-risking and doing more selling than buying, but I bought a little JOE today and had been nibbling on VG, EPD, ET in small amounts. 

Are you starting your own practice? 

[formthirteen]

SSD

[Spekulatius]

A starter in UNH.

[This2ShallPass]

Added to Pershing Square, PDD and TSMC the last couple of weeks..

[Luke]

1 hour ago, This2ShallPass said:

Added to Pershing Square, PDD and TSMC the last couple of weeks..

great ones.

[brobro777]

19 hours ago, Saluki said:

Since leaving my job I have been de-risking and doing more selling than buying, but I bought a little JOE today and had been nibbling on VG, EPD, ET in small amounts. 

 

Dude you quit your job? Damn

 

Good luck as a full time value investor! haha

 

 

[Eldad]

OTIS, my man

 

 

[frommi]

More Puts (Dec,20k base) on the DAX. 

[Saluki]

4 hours ago, brobro777 said:

 

Dude you quit your job? Damn

 

Good luck as a full time value investor! haha

 

 

 

@brobro777 and @Red Lion , I early retired in December. I am not looking to open my own law firm or anything. I'm doing some Pro Bono stuff which is fun and rewarding. The adminstration is throwing hand grenades at my portfolio, which sux, but I'll be okay. I'm trying to transition to something with green energy, but have had some interviews for banking legal jobs, which I am more qualified for. I'm the world's worst interviewer, but I'm getting better I think. Had interviews for banks in London, NYC and DC and didn't get offered, but I have a 2nd interview this week with another bank, not in DC, but I hope I can negotiate the location. The other interviews were for stuff that I could do, but weren't right in my wheelhouse, like equity derivatives, but this current interview is working in compliance for rules that I drafted, so I think I'm good. But the location might be a deal breaker. We'll see. 

[Red Lion]

10 minutes ago, Saluki said:

 

@brobro777 and @Red Lion , I early retired in December. I am not looking to open my own law firm or anything. I'm doing some Pro Bono stuff which is fun and rewarding. The adminstration is throwing hand grenades at my portfolio, which sux, but I'll be okay. I'm trying to transition to something with green energy, but have had some interviews for banking legal jobs, which I am more qualified for. I'm the world's worst interviewer, but I'm getting better I think. Had interviews for banks in London, NYC and DC and didn't get offered, but I have a 2nd interview this week with another bank, not in DC, but I hope I can negotiate the location. The other interviews were for stuff that I could do, but weren't right in my wheelhouse, like equity derivatives, but this current interview is working in compliance for rules that I drafted, so I think I'm good. But the location might be a deal breaker. We'll see. 

 

Congratulations on early retirement! Hopefully you get some nice travel in before you start the next chapter. 

[sleepydragon]

38 minutes ago, Saluki said:

 

@brobro777 and @Red Lion , I early retired in December. I am not looking to open my own law firm or anything. I'm doing some Pro Bono stuff which is fun and rewarding. The adminstration is throwing hand grenades at my portfolio, which sux, but I'll be okay. I'm trying to transition to something with green energy, but have had some interviews for banking legal jobs, which I am more qualified for. I'm the world's worst interviewer, but I'm getting better I think. Had interviews for banks in London, NYC and DC and didn't get offered, but I have a 2nd interview this week with another bank, not in DC, but I hope I can negotiate the location. The other interviews were for stuff that I could do, but weren't right in my wheelhouse, like equity derivatives, but this current interview is working in compliance for rules that I drafted, so I think I'm good. But the location might be a deal breaker. We'll see. 

If you work in compliance, you can see everyone’s PA trades, which are awesome. But if you work in compliance, especially if it’s in a bank, i suspect you wont be allowed to do any PA trade. 
 

[brobro777]

39 minutes ago, Saluki said:

 

@brobro777 and @Red Lion , I early retired in December. I am not looking to open my own law firm or anything. I'm doing some Pro Bono stuff which is fun and rewarding. The adminstration is throwing hand grenades at my portfolio, which sux, but I'll be okay. I'm trying to transition to something with green energy, but have had some interviews for banking legal jobs, which I am more qualified for. I'm the world's worst interviewer, but I'm getting better I think. Had interviews for banks in London, NYC and DC and didn't get offered, but I have a 2nd interview this week with another bank, not in DC, but I hope I can negotiate the location. The other interviews were for stuff that I could do, but weren't right in my wheelhouse, like equity derivatives, but this current interview is working in compliance for rules that I drafted, so I think I'm good. But the location might be a deal breaker. We'll see. 

 

In the past when I didn't really want something because I really liked something else I sabotaged myself during interviews subconsciously

 

Ahhh, financial regulatory compliance. Who wouldn't want to do THAT?

 

You seem like a good guy, good luck bro

 

 

[Santayana]

52 minutes ago, Eldad said:

OTIS, my man

Shama Lama Ding Dong!

[Dinar]

1 hour ago, Santayana said:

Shama Lama Ding Dong!

Animal House!

[Red Lion]

Bought a starter in NVO. 

[formthirteen]

34 minutes ago, Red Lion said:

Bought a starter in NVO. 

 

Same here.

[tnathan]

On 4/11/2025 at 10:13 AM, sleepydragon said:

Bought bunch of SLV (silver etf)

 

Very interesting SLV move today. Up 3% and gold was down 

[Eldad]

50 minutes ago, tnathan said:

Very interesting SLV move today. Up 3% and gold was down 

I have heard people say that because of its use in EVs and solar panels, it trades more like an industrial metal now. Copper was slightly down but the other industrial metals were up. 

[sleepydragon]

4 hours ago, tnathan said:

Very interesting SLV move today. Up 3% and gold was down 

 

Yeah, maybe because the news about Saudi increasing investments in solar energy. Solar panels uses silver. And there’s really no quick ways to increase silver supply because it’s usually a bi-product of other mines.