Dalal.Holdings Posted July 24, 2025 Posted July 24, 2025 (edited) 28 minutes ago, Spekulatius said: Bought a chunk of FILA this morning on the drop. I think Roak Capital has a SOP thesis out there based on their stake in DOM (Indian business they have a stake in). I own this. Seems like selloff due to analyst lowering target to 12.7 eur Edited July 24, 2025 by Dalal.Holdings
thowed Posted July 24, 2025 Posted July 24, 2025 Thanks for the FILA info - had it on my watchlist, & this seems like a reasonable day to start.
sleepydragon Posted July 25, 2025 Posted July 25, 2025 Bought a tiny bit of Wolf A few days ago bought a biotech MLYS
Spekulatius Posted July 25, 2025 Posted July 25, 2025 Bought a bit more $FILA this AM. They will announce half years earnings in a couple of days so we will see how they do.
Fly Posted July 25, 2025 Posted July 25, 2025 11 hours ago, sleepydragon said: Bought a tiny bit of Wolf A few days ago bought a biotech MLYS Any thesis for WOLF?
sleepydragon Posted July 25, 2025 Posted July 25, 2025 1 hour ago, Fly said: Any thesis for WOLF? It’s not going to zero. Bankruptcy filings says the business is worth 70 cents. I would rather buy it at $1..
Hsmpanl Posted July 28, 2025 Posted July 28, 2025 41 minutes ago, This2ShallPass said: Initiated a position in MEG energy. I didn’t have any position coming into the acquisition offer from strathcona and decided to initiate a strathcona position recently. Any reason you went MEG?
This2ShallPass Posted July 28, 2025 Posted July 28, 2025 3 minutes ago, Hsmpanl said: I didn’t have any position coming into the acquisition offer from strathcona and decided to initiate a strathcona position recently. Any reason you went MEG? I just think SCR will have to up their offer if they want MEG. If you read the SCR thread it's clear most MEG holders don't want to sell (small sample size and all), some large holders (Eric Nuttall?) have called the offer laughable and MEG opposes it. I also think it's a low ball offer and the chance of it going through at current price is slim. I finally got a position on Friday after seeing reports about a rival bid. In the meantime, trying to get comfortable with SCR as a LT position..
brobro777 Posted July 28, 2025 Posted July 28, 2025 Bought some PM because in the 90s I bought extra packs of Marlboros when I could buy them cheaper
Saluki Posted July 28, 2025 Posted July 28, 2025 Several puts I sold on VG were assigned to me over the weekend. The EU announced it would buy $750mm of LNG from the US and VG announced that it had $15bln in financing secured to expand it's buildout, so VG popped this morning. If that news had come out on Friday instead of today, those puts would be zero. I don't want to use margin now, so I'll sleep on it and decide if I want to sell or hold on. Part of my thinking is clouded by the fact that I sold a few puts on PM too and they will expire soon, and are currently below the price I sold the puts, which would mean more margin is going to be used if they get assigned to me.
yesman182 Posted July 28, 2025 Posted July 28, 2025 On 7/25/2025 at 9:34 AM, Castanza said: CPRT Why is now the time to buy? Everytime I have looked it’s too expensive, then 2 years later it doubles. Why is it down in the last year?
Castanza Posted July 28, 2025 Posted July 28, 2025 21 minutes ago, yesman182 said: Why is now the time to buy? Everytime I have looked it’s too expensive, then 2 years later it doubles. Why is it down in the last year? It's a coffee can position for me, I'm averaging down on my position and don't plan on selling for 20 years. This company always looks expensive, but their market position and land holdings becomes more and more valuable over time. There is some execution wrinkles that need ironed out with Purple Wave but long term I don't see any issues. Tariffs are a nothingburger for them and I think some of this dump is the market throwing the baby out with the bathwater. They're still executing well and growing 7.7% yoy. EOD you pay up for quality. Don't you kind of answer your own question?
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