What are you buying today?

[Kizion]

2 hours ago, Onefoothurdles said:

Bought more LULU, 8473.T and 9022.T

 

Do you mind if I would ask you for an elevator pitch on SBI? What is your main reason to buy? (I don't know the company at all, but it would give me a starting point for further investigation  )  

[tnathan]

On 3/31/2025 at 10:23 AM, tnathan said:

Not the typical stock for me but I bought a 1% position in RDDT 

sold 50% of this today

[Red Lion]

Added to my APO position. 

[villainx]

15 minutes ago, Red Lion said:

Added to my APO position. 

 

Was just wondering the same.

[Junior R]

42 minutes ago, Red Lion said:

Added to my APO position. 

 

27 minutes ago, villainx said:

 

Was just wondering the same.

Same added today...Seems its down on price target upgrade from Jefferies to $154 from $143 ..seems over reaction 

[Red Lion]

18 minutes ago, Junior R said:

 

Same added today...Seems its down on price target upgrade from Jefferies to $154 from $143 ..seems over reaction 

 

I've definitely bought APO when it's cheaper, but I feel very comfortable with this company and the management. I think this is a safe (but volatile!) 12-15% IRR over the next 5 years even with some multiple compression down to 15X ANI. 

 

[Saluki]

Bought some VG at the open. Since it won one of the law suits in arbitration, the odds go up that might win the remaining law suits, since they are based on the same set of facts. I probably won't buy more since I have a couple of puts I sold that might get exercised, and I won't be upset if they do. 

[Spekulatius]

On 8/7/2025 at 4:45 AM, Cod Liver Oil said:

@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. 

I get the overlap but Bollore owns only ~30% of Vivendi. Even without premium taking out Vivendi cost ~2B Euro on Cash. It‘s not insignificant and Bollore would need to offer a premium.

On the other hand, I think french law only requires Bollore to offer the highest price they paid in the  last 12 month. i am not even sure what this is after accounting for the spin, but it’s probably not much more than the current share price. So Bollore can probably just offer a lousy price unless they really want to take out Vivendi altogether.

[Spekulatius]

Bought a little $GRG (Greggs) and $WDAY recently. I also added to $ACN and $ACVA.

Edited August 14, 2025 by Spekulatius

[Cod Liver Oil]

1 hour ago, Spekulatius said:

I get the overlap but Bollore owns only ~30% of Vivendi. Even without premium taking out Vivendi cost ~2B Euro on Cash. It‘s not insignificant and Bollore would need to offer a premium.

On the other hand, I think french law only requires Bollore to offer the highest price they paid in the  last 12 month. i am not even sure what this is after accounting for the spin, but it’s probably not much more than the current share price. So Bollore can probably just offer a lousy price unless they really want to take out Vivendi altogether.

Yes, Bollore will underpay in the most tax efficient and ruthless way possible. Vivendi is quite small since it got whacked up. 
Billionaire Bolloré Keeps Investors on Edge About His Endgame - Bloomberg https://stocks.apple.com/AqHScRkiORTC_St1B5dGTfA

 

Edited August 14, 2025 by Cod Liver Oil

[Marco Van Basten]

Robertet.  

[moatrep]

A shitload on Greggs

[Spekulatius]

13 hours ago, Marco Van Basten said:

Robertet.  

Likewise. Is think we bought the same day. Small position but the more I dig around, the more I like it.

Edited August 14, 2025 by Spekulatius

[Saluki]

I got a couple of fills on resting bids that I had for a nano cap. I'm finally over the $10k mark on it  I may do a post on it, but I don't want to pump it since it's so small and I added a couple of more bids. 

 

Picked up a tiny amount of CROX the past couple of days. 

[buylowersellhigh]

1 hour ago, Spekulatius said:

Likewise. Is think we bought the same day. Small position but the more I dig around, the more I like it.

Why now? The stock hasn’t done much since 2019. What has changed to think it will be better?

[dipod]

5 hours ago, moatrep said:

A shitload on Greggs

What's the US ticker for this? My broker has severe restrictions on the purchase of foreign issues.

[moatrep]

I think the ADRs trade in the OTC, GGGSF. But I went with the pound one.

[Onefoothurdles]

On 8/13/2025 at 10:08 PM, Kizion said:

 

Do you mind if I would ask you for an elevator pitch on SBI? What is your main reason to buy? (I don't know the company at all, but it would give me a starting point for further investigation  )  

 

SBI Holdings (8473.JP)

- runs one of Japan's top neobank and brokerage platforms

- at the forefront of digital assets and tokenized securities in Japan

- trades ~1 x bv, single digit P/E

- most direct public market exposure to Ripple and XRP

- Owns ~9% of Ripple - worth $2.3bn at last mark

- Post Ripple's case dismissal with the SEC, XRP is now positioned as the only US crypto with explicit legal clarity

- If Ripple IPOs, it could be historic in size - possibly larger than Saudi Aramco's $298b raise 

[Malmqky]

Bought more crox today. I should avoid fashion but have convinced myself crox is a bit different. And obviously the valuation is unreal if margins don't collapse and management does the most obvious thing in the world and buyback stock.

[Saluki]

14 minutes ago, Malmqky said:

Bought more crox today. I should avoid fashion but have convinced myself crox is a bit different. And obviously the valuation is unreal if margins don't collapse and management does the most obvious thing in the world and buyback stock.

 

I bought some CROX today too.

 

Got some fills on a small illiquid company yesterday, TBTC. I started a post on it. 

[sleepydragon]

Bought SRPT and IOBT 

[Saluki]

A couple of my VG puts that I sold expired today. If it was yesterday, I would be up, but VG was down hard today so I'll probably get assigned some shares by Monday. At these prices It looks good, and it's so volatile that I have a feeling I can offload anything I buy shortly and reload. 

[moatrep]

Big position in greggs and crocs, and small positons in swbi, paypal, rio tinto and constellation brands. Fairfax and elf.to still most of the portfolio. 

Edited August 18, 2025 by moatrep

[Saluki]

Bought a little CROX and TBTC. 

 

 

[dipod]

Sold some OTM puts on CROX expiring this week. Premiums are quite good. Risk-reward on assignment/no assignment seems reasonable to me.