What are you buying today?

[DooDiligence]

https://apnews.com/article/secondhand-clothes-shoes-tariffs-prices-0d6de65d89435b96fc396e53a77381f5

 

There's actually even a publicly traded bricks and mortar thrift (Savers Value Village Inc. SVV).

 

RealReal, PoshMark, ETSY and eBay are valid competitors too.

Edited May 25, 2025 by DooDiligence

[buylowersellhigh]

16 hours ago, DooDiligence said:

https://apnews.com/article/secondhand-clothes-shoes-tariffs-prices-0d6de65d89435b96fc396e53a77381f5

 

There's actually even a publicly traded bricks and mortar thrift (Savers Value Village Inc. SVV).

 

RealReal, PoshMark, ETSY and eBay are valid competitors too.

 

Best player in the second hand market is the franchisor, Winmark.  

[Spekulatius]

On 5/24/2025 at 9:30 PM, bizaro86 said:

ROST. Down big on pulled guidance from tarriff uncertainty. Feels like a temporary headwind to me - whatever happens they'll remain the lowest cost way to buy clothes.

As a Shopper, I prefer Sierra trading outpost, which is owned by TJX. There is so overlap between ROST and Sierra, but it’s not exactly the same.

Edited May 27, 2025 by Spekulatius

[John Hjorth]

Added a bit to :

 

MC.PA - LVMH-Moët Hennesy Louis Vuitton SE, 

CDI.PA - Christian Dior SE and

BAIN.PA - Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco SA,

 

but some of my orders for BAIN.PA diden't fill today, so hopefully better luck tomorrow with that.

Edited May 27, 2025 by John Hjorth

[hasilp89]

On 5/23/2025 at 1:43 PM, gfp said:

 

Is that the guy from Correios de Portugal?  I love that guy - made a fortune two separate times on that 500 year old company!

Yep that’s the guy. Has done well with Leonardo as well. I like him a lot as well. Think swatch might be too hard though. Will be rooting for him though.9

[Marco Van Basten]

1 hour ago, hasilp89 said:

Yep that’s the guy. Has done well with Leonardo as well. I like him a lot as well. Think swatch might be too hard though. Will be rooting for him though.9

What has been his performance, do you know?  Like 5, 10, 15 years?  If I recall correctly, he had a couple of fantastic years on small capital, and a lousy decade after that, but I may be mistaken.  Thank you.

[hasilp89]

@Marco Van Basten his 2024 letter says 10.8% since inception but it doesn't provide further details. 

[John Hjorth]

23 hours ago, John Hjorth said:

Added a bit to :

 

MC.PA - LVMH-Moët Hennesy Louis Vuitton SE, 

CDI.PA - Christian Dior SE and

BAIN.PA - Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco SA,

 

but some of my orders for BAIN.PA diden't fill today, so hopefully better luck tomorrow with that.

 

Added a bit again today to :

 

MC.PA - LVMH-Moët Hennesy Louis Vuitton SE, &

BAIN.PA - Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco SA.

Edited May 27, 2025 by John Hjorth

[Malmqky]

A little more Warrior Met

[gfp]

2 minutes ago, Malmqky said:

A little more Warrior Met

 

I did see this on my feed -

https://www.sec.gov/Archives/edgar/data/1691303/000141588925014472/xslF345X05/form4-05232025_080538.xml

[Saluki]

Bought a few call options on PETS.  If it has a good quarter it might spike upwards the same day like it has in the past, and if it has a mediocre quarter, the price is already beaten down so much that it's probably an okay lottery ticket. I have a few shares of the common at average cost of a little under $5 to keep an eye on it. It's $3.75 now, so the common looks cheap if they can remain profitable for a few quarters and sell themselves to someone bigger, but if not that cash pile is a melting ice cube, which is what keeps me from buying more of the common.  

[Williams406]

On 5/23/2025 at 12:39 PM, Marco Van Basten said:

Had I known, I would have chosen a different handle, that's the trouble with football players.

Wait, you're not the real Marco Van Basten? Here I thought we had the Swan of Utrecht on the board...

[John Hjorth]

On 5/23/2025 at 6:39 PM, Marco Van Basten said:

... Had I known, I would have chosen a different handle, that's the trouble with football players. ...

 

@Marco Van Basten,

 

For request for CofB&F user board handle change here on CofB&F, you'll just have to get in contact with Sanjeev [ @Parsad ]. I'm pretty sure Sanjeev will fulfill your wishes, within reasoanable requests, and subject to that applied new board handle isen't already taken.  [The last part you can check by your self by using the search feature here on CofB&F, doing members searches]. 

[Malmqky]

Little JOE because why not

[Jaygo]

Pepsi 

[John Hjorth]

 

Added a bit today to :

 

MC.PA - LVMH-Moët Hennesy Louis Vuitton SE.

 

 

Started two new small positions in tiny Danish community banks :

 

HVID.CPH - Hvidberg Bank A/S, &

DJUR.CPH - Djurslands Bank A/S,

 

- - - o 0 o - - -

 

After which I think I'm finally done snooping around out in the 27^th potato row of the Danish banking field, and I am now crawling back from the middle of nowhere, to the city where the famous Danish poet Hans Christian Andersen was born - Odense - which city  is also in the middle of nowhere. 

 

 

 

[Marco Van Basten]

5 hours ago, Williams406 said:

Wait, you're not the real Marco Van Basten? Here I thought we had the Swan of Utrecht on the board...

Till Eulenspiegel says hello...  I have never been to Utrecht, would like to though.  For the first time ever, I will take my kids to Europe next April, I was thinking Paris and the chateaus around it - Blois, Vaux le Vicomte, Fontainbleau, Chartres, Chantilly, Chenonceau, Amboise, Chinon, etc.. Holland will probably have to wait until 2027

[Jaygo]

Adding to ARC Resources and BRP

[adventurer]

15 hours ago, John Hjorth said:

 

Added a bit today to :

 

MC.PA - LVMH-Moët Hennesy Louis Vuitton SE.

 

 

Started two new small positions in tiny Danish community banks :

 

HVID.CPH - Hvidberg Bank A/S, &

DJUR.CPH - Djurslands Bank A/S,

 

- - - o 0 o - - -

 

After which I think I'm finally done snooping around out in the 27^th potato row of the Danish banking field, and I am now crawling back from the middle of nowhere, to the city where the famous Danish poet Hans Christian Andersen was born - Odense - which city  is also in the middle of nowhere. 

 

 

 

May I ask how many different stock positions you have?

[John Hjorth]

@adventurer,

 

In what I call 'the big 5', right now 69,69 percent, 6 positions at 3 - 4 percent, and that part consists 20,73 percent, the rest does not really matter much but contains a lot of names in miscellaneous stuff, where I from time to time use basket approach, i.e. Swedish real estate, Danish small commmunity banks recently. [Percentages at yesterdays closing prices].

[Saluki]

I half of my TAYD starting at the end of last year, which was good timing. Picked up a few shares today. Bought a few ITM SWBI calls yesterday and today that expire in 2027. 

[John Hjorth]

On 5/26/2025 at 6:14 PM, John Hjorth said:

Added a bit to :

 

MC.PA - LVMH-Moët Hennesy Louis Vuitton SE, 

CDI.PA - Christian Dior SE and

BAIN.PA - Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco SA,

 

but some of my orders for BAIN.PA diden't fill today, so hopefully better luck tomorrow with that.

 

Added today a bit to :

 

CDI.PA - Christian Dior SE.

[WFF]

8 minutes ago, John Hjorth said:

 

Added today a bit to :

 

CDI.PA - Christian Dior SE.

next up Hermes?

[cubsfan]

21 minutes ago, WFF said:

next up Hermes?

 

A man of John's stature needs some Ferrari !

[John Hjorth]

1 minute ago, WFF said:

next up Hermes?

 

@WFF,

 

No, likely more MC.PA or CDI.PA tomorrow, and then I'm done - I'm totally exhausted by spending most of the work hours - and more! - this week - almost glued to a monitor and a keyboard, adjusting orders all the time! -And todays trade in CDI really ended up to suck!

 

Here is a screen shot of me from the camera in my laptop today:

 

 

- - - o 0 o - - -

 

Today is actually a Danish holliday, but Euronext Paris is open for business today! - I'm likely the only Danish guy who has done anything today!

 

- - - o 0 o - - -

 

Hermes is interesting though!

 

- - - o 0 o - - -

 

Still up for some fun also with JOE 'the rest af the day' though [every day ending at 10:00 p.m. my local time here in Denmark], if it will as I will, -and also tomorrow!