What are you buying today?

[formthirteen]

5 hours ago, dealraker said:

Interestingly the one alcohol co I'm most positive on isn't discussed.  I've mentioned it twice, but that only brings the same lame politically biased insults...

 

Sounds like BUD.

[John Hjorth]

On 5/28/2025 at 7:25 PM, John Hjorth said:

... 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 - - - ...

 

I got filled on some small orders on DJUR.CPH this morning.

[Jaygo]

On 6/11/2025 at 2:04 PM, Jaygo said:

Buying an oil basket for a trade XEG and USO

On 6/11/2025 at 4:00 PM, Jaygo said:

 

 

No bought around 1:30 pm, decent gain so far but only a couple percent

 

Basically right before I posted. There are some rumblings in the mid east plus I want to pick up anything off trade moves at the G7

 

Closing this USO out, a really good quick gain but i'm not sure this is the play for oil. I had USD laying around and wanted something quick after the news release of clearing the embassies.

 

Keeping the XEG which is basically a Canadian heavy oil ETF. I think the XEG will have more torque and will really get a bump when (if) the G7 trade deals are announced. These long life oils are a gift to long term thinkers. Obviously better to buy in a deep swoon but ok to hold on for the roller coaster too if bought well.

 

SU currently has an average 10% shareholder return. I can live with that!

 

 

[Jaygo]

Buyin up a little gold basket, small adds to each of my holdings on a nice down day 

[Jaygo]

1 minute ago, Jaygo said:

 

Closing this USO out, a really good quick gain but i'm not sure this is the play for oil. I had USD laying around and wanted something quick after the news release of clearing the embassies.

 

Keeping the XEG which is basically a Canadian heavy oil ETF. I think the XEG will have more torque and will really get a bump when (if) the G7 trade deals are announced. These long life oils are a gift to long term thinkers. Obviously better to buy in a deep swoon but ok to hold on for the roller coaster too if bought well.

 

SU currently has an average 10% shareholder return. I can live with that!

 

 

The market is closed today?  ok closing USO out tomorrow! 

[This2ShallPass]

On 6/4/2025 at 7:01 AM, WFF said:

Any reason aside from IAC trading at a discount to the proxy?

Delayed response as I was on vacation the last couple of weeks.

 

Discount is primary. Barry Diller is another factor and they're buying back shares while MGM buybacks will start slowing down.

[brobro777]

Bought some BTC cuz I'm down for a good time baby

 

[Dave86ch]

Bought more BTC under $100,000.

[John Hjorth]

Added to INVE A.STO - Investor AB today, by several orders that all filled, after adjusting them a bit, after being too stingy last evening submitting them.

 

By now pretty much fully invested again, for now.

Edited June 23, 2025 by John Hjorth

[Paarslaars]

6 hours ago, Dave86ch said:

Bought more BTC under $100,000.

 

Nicely buying the dip, let's hope the LBEs are doing as well!

[hardcorevalue]

bag holding lulu

[Marco Van Basten]

Amrize (AMRZ)

[Red Lion]

Small add to NVO

[WayWardCloud]

Added to Alphabet. It is now exactly 1/8th of my net worth.

[bathtime]

GOOG, NVO, M

[Lance]

M

 

Thanks

Lance

[Milu]

13 hours ago, WayWardCloud said:

Added to Alphabet. It is now exactly 1/8th of my net worth.

Good call, it’s about an 8% position for me.

[sleepydragon]

OXY

[bizaro86]

AMRZ.

 

Also put in an order for Heidelberg yesterday for an overnight fill in Europe, but it was up 10% on the day so I didn't get it. 

[Lance]

TPL

 

Thanks

Lance

[Blake Hampton]

I bought a ton of books over the last few days:

• The Intelligent Investor - 1949 Edition
• The Ten Commandments for Business Failure
• Where Are the Customers' Yachts?: or A Good Hard Look at Wall Street

• The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

• Business Adventures: Twelve Classic Tales from the World of Wall Street

The original 1949 text of The Intelligent Investor is surprisingly different from the later editions. I recommend reading it.

 

Edited June 24, 2025 by Blake Hampton

[Rainier]

5 minutes ago, Blake Hampton said:

I bought a ton of books over the last few days:

• The Intelligent Investor - 1949 Edition
• The Ten Commandments for Business Failure
• Where Are the Customers' Yachts?: or A Good Hard Look at Wall Street

• The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

• Business Adventures: Twelve Classic Tales from the World of Wall Street

The original 1949 text of The Intelligent Investor is surprisingly different from the later editions. I recommend reading it.

 

Outsiders is such a good book. I wish we could get sequels to it every ten years or so, profiling other great allocators as they come along.

[Marco Van Basten]

32 minutes ago, Blake Hampton said:

I bought a ton of books over the last few days:

• The Intelligent Investor - 1949 Edition
• The Ten Commandments for Business Failure
• Where Are the Customers' Yachts?: or A Good Hard Look at Wall Street

• The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

• Business Adventures: Twelve Classic Tales from the World of Wall Street

The original 1949 text of The Intelligent Investor is surprisingly different from the later editions. I recommend reading it.

 

If you have not read it, I would suggest Common Stocks and Uncommon profits by Phil Fisher, and then a few books on accounting fraud - Thorton o'glove is one author, Abe Briloff is another (more debits than credits, etc,,).  Also, read Nick Sleep's letters.  

[gfp]

35 minutes ago, Blake Hampton said:

I bought a ton of books over the last few days:

• The Intelligent Investor - 1949 Edition
• The Ten Commandments for Business Failure
• Where Are the Customers' Yachts?: or A Good Hard Look at Wall Street

• The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

• Business Adventures: Twelve Classic Tales from the World of Wall Street

The original 1949 text of The Intelligent Investor is surprisingly different from the later editions. I recommend reading it.

 

 

Now you're talking!  Maybe these books will get you off the sidelines into some actual long term investments!  Outsiders alone could fix what's wrong.  

[texual]

GOOG.