Grafter Posted September 23, 2025 Posted September 23, 2025 A tracking position in Agm. As has been compounding at high teens for years, but levered thirty times will do that. Will be interesting with all of the things going on in the farming arena as well as rate drops.
CorpRaider Posted September 23, 2025 Posted September 23, 2025 First Citizens Bancshares of Silicon Valley
Saluki Posted September 23, 2025 Posted September 23, 2025 I got assigned 300 shares of Crox over the weekend from some puts I sold that expired Friday. I don't like having margin these days, but I will probably keep it since I think it's way too cheap to sell now.
formthirteen Posted September 23, 2025 Posted September 23, 2025 More LSEG. Bad management can't kill this company.
Lance Posted September 23, 2025 Posted September 23, 2025 4 hours ago, formthirteen said: More LSEG. Bad management can't kill this company. Added to NDAQ and WELX. New position in LSEG - thanks formthirteen, this fell off my radar after watching it forever. Thanks Lance
dipod Posted September 23, 2025 Posted September 23, 2025 Shorted puts on NVO expiring this Friday. If assigned, I am ok assuming. Nice dividend. If an FDA approval to their higher dose semaglutide goes through, this thing will rocket.
NnnnotSoSmart Posted September 24, 2025 Posted September 24, 2025 Bought overvalued spec BE on the drop today.
Jaygo Posted September 25, 2025 Posted September 25, 2025 I'm looking to buy some Crox today. My feeling is this is a decent price and opportunity. However I am layering in some doubts about the health of the consumer over the next couple years. So the plan is to take a mid sized position 5% and hope for lower prices to grab what I feel is worth the mental capacity. If as @hardcorevalue says this could be a takeout candidate than a shortish 50% gain is worth the trouble no matter what but my goal is to start to shed the micro positions and start swinging bigger. This year Ive had so many incredible returns but on small positions and frankly its pissing me off. I have 8 positions that have more than doubled since April and short of Mako and DOO.to every one of them was a sub 10K position. Good beer on distant shores money but not what I need to get to where I want to be.
Castanza Posted September 25, 2025 Posted September 25, 2025 5 minutes ago, TorontoRaptorsFan said: Constellation Software +1
Saluki Posted September 25, 2025 Posted September 25, 2025 3 hours ago, Jaygo said: I'm looking to buy some Crox today. My feeling is this is a decent price and opportunity. However I am layering in some doubts about the health of the consumer over the next couple years. So the plan is to take a mid sized position 5% and hope for lower prices to grab what I feel is worth the mental capacity. If as @hardcorevalue says this could be a takeout candidate than a shortish 50% gain is worth the trouble no matter what but my goal is to start to shed the micro positions and start swinging bigger. This year Ive had so many incredible returns but on small positions and frankly its pissing me off. I have 8 positions that have more than doubled since April and short of Mako and DOO.to every one of them was a sub 10K position. Good beer on distant shores money but not what I need to get to where I want to be. That's the problem and also the benefit. KRKNF went up a lot in a year for me and I had a few thousand $ of DK which went up 50% ln a couple of months and I sold. But if you aren't sure about something it keeps the losses small. I had a small position in ENPH and sold for a loss but it would be really painful if I went all-in at once. It's down almost another 50% from where I sold. If you like it and want to build your position, how about selling puts? CROX is pretty volatile and ATM puts expiring next week have $1 premium. You can use that to slowly build (or keep collecting premium) or sell a 2028 put for a big premium and your breakeven is like $58, I think.
Jaygo Posted September 25, 2025 Posted September 25, 2025 40 minutes ago, Saluki said: That's the problem and also the benefit. KRKNF went up a lot in a year for me and I had a few thousand $ of DK which went up 50% ln a couple of months and I sold. But if you aren't sure about something it keeps the losses small. I had a small position in ENPH and sold for a loss but it would be really painful if I went all-in at once. It's down almost another 50% from where I sold. If you like it and want to build your position, how about selling puts? CROX is pretty volatile and ATM puts expiring next week have $1 premium. You can use that to slowly build (or keep collecting premium) or sell a 2028 put for a big premium and your breakeven is like $58, I think. I think in a bull market like the one we are in there is less risk to the downside vs the upside. Kraken was also a high percentage gainer but only on 2k shares. Last year all my big positions were moving so I ended with great performance, this year many seem to be coasting along while my smalls are going nuts. I have not traded options and am very cautious of it since I dont really know what the heck i am doing in that regard.
hardcorevalue Posted September 25, 2025 Posted September 25, 2025 $CROX yet again. 15% earnings/fcf yield here. Me and Norbert Lou lol
John Hjorth Posted September 25, 2025 Posted September 25, 2025 Added a tiny bit to Investor AB [INVE A.STO] this afternoon today before Swedish marketclosing. Stingy John buy, saved a few hundreds SEKs, because Nordnet Danmark [Danish Branch of Nordnet Bank AB, Sweden [SAVE.STO]] now has passed 600,000 Danish customers after crossing the 500,000 customers milestone last year, celebrating today [only] with commission free trade on the most traded stocks in all available markets. According to Worldometer today : Isen't that just something very special? 10 per cent of a countrys population customers in one specific investment bank? -Personally, I think it is!
Eldad Posted September 25, 2025 Posted September 25, 2025 CNSWF. Very exciting way to start the day. Made me miss the tariff tantrum.
MungerWunger Posted September 26, 2025 Posted September 26, 2025 more CSU today at ~ 3700 CAD Trades at a little under ~ 24x normalized 2026 FCF imo
fareastwarriors Posted September 26, 2025 Posted September 26, 2025 On 9/25/2025 at 9:30 AM, fareastwarriors said: some $FRPH some more...
Whensthepaintdry? Posted September 26, 2025 Posted September 26, 2025 Sold some aapl and added to Fairfax.
TorontoRaptorsFan Posted September 26, 2025 Posted September 26, 2025 2 hours ago, MungerWunger said: more CSU today at ~ 3700 CAD Trades at a little under ~ 24x normalized 2026 FCF imo I think I was lucky to snag some more shares at $3625- today.
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