What are you buying today?

[Spekulatius]

4 hours ago, Cod Liver Oil said:

Adding to Bollore. It's very cheap. 

How about that Vivendi issue where Bolore may be required to make an offer?

[Paarslaars]

More 3350.

[Lance]

BSM and DMLP

 

Thanks

Lance

[Cod Liver Oil]

@Spekulatius there is so much overlap between Bollore, Vivendi and Odet and they are all so cheap that it is just family oriented asset shuffling which may accelerate the simplification of the overall structure. 

[Pellom]

On 8/5/2025 at 11:35 AM, valueventures said:

NATL

Great call. 

[Malmqky]

Some company that sells plastic shoes at 60% gross margins.

[Lance]

TPL

 

Thanks

Lance

[lnofeisone]

I've been adding SKYH warrants. 

[hardcorevalue]

CROX

[Santayana]

I did a buy/write on GOSS.  They're a small biotech working on approval for a drug that treats pulmonary arterial hypertension.  The option premiums are insane right now.

[Marco Van Basten]

Bought more AMRZ this morning.

[ourkid8]

More LULU.  (I sold a small tracker position in CP)

[cocojo]

No one buying FRPH?  I am not - because I already have too much in, and I am discouraged...  Down to a 4 year low now.   Someone cheer me up, please!  

[thowed]

TPL and LB.  Exhausted, which I hope is a good sign...

[KPO]

A bit more ABNB

[brobro777]

Bought some of gold futures for laffs

 

haha

[Spekulatius]

Added a Buch of $AMRZ. Small adds to $FI, $ACN

[formthirteen]

Back in LULU and NVO with half a position.

[Pellom]

On 8/4/2025 at 11:48 AM, Pellom said:

Loading into treasuries. 

 

My boss is bragging to me about his day trading adventures. He says he's "mapped out the next 300 days" and "if I get a 3% return each day, I'll have one million dollars."

 

Figure the investing gods are sending me as message to be patient and take some risk off the table.

 

Update: down 12% today. The enterprise is in shambles. 

[villainx]

24 minutes ago, Pellom said:

Update:

day 4?

[Pellom]

14 minutes ago, villainx said:

day 4?

4 or 5, I'm not sure. It was a good run. 

[drzola]

Parked some cash into Pembina Pipeline PPL.to. 

[villainx]

5 minutes ago, Pellom said:

4 or 5, I'm not sure. It was a good run.

seems like 19-20%+ Monday will put him back on track?

 

[brobro777]

45 minutes ago, Pellom said:

 

Update: down 12% today. The enterprise is in shambles. 

 

Tell him some anonymous internet piker calling himself brobro said, nobody likes a quitter!

 

 

[KPO]

IAC