What are you buying today?

[K2SO]

PM

[formthirteen]

Starter in RLI.

[Spekulatius]

Bought a starter in BOLSAA (Mexican stock exchange) after how hum earnings. Seems quite cheap with a 11x PE. However, BOLSAA hasn’t shown much growth due to the moribund Mexican stock market. I think it’s cheap enough to get a decent return even if the situation does not improve.

 

There are some early indications that the Mexican stock market may improve (new listings etc). 

[Ross812]

MELI and DPZ this week. 

[Saluki]

Small add to VG, I've been selling short term puts on a few things which are volatile, but cheap, and pay a nice premium like CROX, PYPL and VG. Occasionally I get assigned some. I got put 100 shares of VG (I'll keep it).

 

I have a couple of CPNG $31 puts expiring next week that are right at the exercise price, so I may be picking up those too. Not a big deal. I sold some of the early (higher cost) CPNG shares I bought at the end of last year to capture a tax loss and offset some gains, so if I can sell puts a few times, then when I get assigned eventually, it will be like I bought them back at the price I sold them. 

[Cod Liver Oil]

Adding to Exor. Its hard to see how the the EV thing effects the allure of the ICE but I like the way Elkann is handing it. 40% of Ferrari buyers are <40 yo and half own more than 5 cars.  Regardless, Ferrari is a good business and will be around for a while.  I am impressed he had the balls to sell  7mm shares when he did not need the liquidity.  He is steering toward health and technology as Stellantis shrinks in importance. He joined the Meta board so he can see what's happening in tech in real time. He is saying and doing the right things at the right time and price.  It will be slow, but things are developing nicely here with both Ferrari and Exor retiring stock. 

Edited October 28, 2025 by Cod Liver Oil

[Valuebo]

On 10/24/2025 at 8:25 PM, Ross812 said:

MELI and DPZ this week. 

 

Bought some MELI as well last week. Only bought a super small position (3 shares, ha!) but hey, it's something! 

 

Feel like I might one day hit myself because I'll realize I should have bought way more and at least make it a few percent of my portfolio. Ah well!

 

Also bought some more JOE, EXO, BLDR and ODET. 

 

 

As an aside, I think it is quite telling how individual stocks and sectors are moving versus major indexes. BRK down 1,5% today on a big up day. Many sectors in old economy basically doing poorly this year. Just look at retail for example. Feels like a period is nearing where this might reverse and value will outperform greatly at some point for a year or two. Too many companies valued at good FCF yields and growing. Some priced for terminal decline or something, idk. On the other hand I realize the reverse to "a rising tide lifts all boats" is also true and many of these might get cheaper still if we ever get a real correction.

Edited October 27, 2025 by Valuebo

[villainx]

35 minutes ago, Valuebo said:

super small position

 

i got 2.  

[Ross812]

24 minutes ago, Valuebo said:

 

Bought some MELI as well last week. Only bought a super small position (3 shares, ha!) but hey, it's something! 

 

Feel like I might one day hit myself because I'll realize I should have bought way more and at least make it a few percent of my portfolio. Ah well!

 

Also bought some more JOE, EXO, BLDR and ODET. 

 

 

As an aside, I think it is quite telling how individual stocks and sectors are moving versus major indexes. BRK down 1,5% today on a big up day. Many sectors in old economy basically doing poorly this year. Just look at retail for example. Feels like a period is nearing where this might reverse and value will outperform greatly at some point for a year or two. Too many companies valued at good FCF yields and growing. Some priced for terminal decline or something, idk. On the other hand I realize the reverse to "a rising tide lifts all boats" is also true and many of these might get cheaper still if we ever get a real correction.

 

Stuff can always get cheaper! Its a tough market right now if you are staying out of the MAG7. I've been busy the last couple months and have found a lot of companies I think are a good value. I've put almost 20% to work and bought AJG, BRO, MELI, DPZ, CROX, CPRT, FI, and PYPL. I've sold NVO, FRPH, ULTA, EWBC, and ASML. I don't trade around too much and this is the most active I have been since the Silicon Bank crisis then Covid before that. 

[LC]

@Ross812 Ross I have to ask - thoughts on Donnelley? Share price has been stagnant and there are shares for the taking in the low 50s.

[Ross812]

@LC its still a ~6.5% position for me and I keep it as a core position around 5%. I took it to 10% in April and sold half in July when it was up to 15%. I got greedy hoping it would get back to $70.  It's at FV to UV for its range right now. I'm not looking to add as im already a little overweight and anchored with a 5% unrealized gain.

 

Dfin is executing well, and the thesis of converting print revenue to recurring SaaS has actually picked up steam. The SaaS revenue is predictable, but event driven revenue is cyclical and presents buying oportunities. I want to buy at less than 13x and sell at 20x and know the quality of those earnings are improving YoY. 

[Spekulatius]

Added to APR.W (Autopartnet) overbite . APR is a Poland based auto supply part business similar to AZO, GPC but operated in Poland and the rest of Europe. They don’t have  strong FCF of AZO and lower margins but a strong organic growth.

 

Organic growth has waned this year to ~7%+ percent but I think it’s picking up. Last month growth was ~10% (they publish monthly revenue numbers) and I think they can do double digits again.

 

I bought my first lot in 2022 when the Polish market crashed  and added more this year.

Edited October 28, 2025 by Spekulatius

[Castanza]

BRO, AJG

Edited October 28, 2025 by Castanza

[lnofeisone]

1 hour ago, Castanza said:

BRO

Same. 

[Ross812]

More BRO and AJG.

[Lance]

Trimmed AAPL, NVDA, QCOM and QQQM.

 

Added to ACAZF (Acadian Timber), AJG and BRO.

 

Thanks

Lance

 

[Marco Van Basten]

5 hours ago, Lance said:

Trimmed AAPL, NVDA, QCOM and QQQM.

 

Added to ACAZF (Acadian Timber), AJG and BRO.

 

Thanks

Lance

 

In terms of Acadian timber, are you sure that your interests are aligned with the controlling shareholder?  How will he treat you?  If I recall correctly, when the interest was acquired, the sellers, a public company did not run an auction and sold to a son of one of their executives?  Also, have you looked into Canadian taxes and shortages of lumber jacks in Maine?

[EgonKuhn]

Bought a small initial position in DSY.PA (Dassault Systèmes SE).

[MxMI17]

13 hours ago, Ross812 said:

More BRO and AJG.

Same

[Valuebo]

SMH.

 

Just kidding! Look at that thing go. Crazy times.

[Eldad]

This is wild. Market goes up every day on NVDA strength and everything else is crashing. 
 

I know some of the older members have said BRK went down for like a year at the end of the 2000 mania. Was the entire “old economy” group of stocks suffering like this back then? 

Edited October 29, 2025 by Eldad

[cubsfan]

4 minutes ago, Eldad said:

This is wild. Market goes up every day on NVDA strength and everything else is crashing. 
 

I know some of the older members have said BRK went down for like a year at the end of the 2000 mania. Was the entire “old economy” group of stocks suffering like this back then? 

 

The answer is YES.  For a couple years there it was - Buffett has lost it, he needs to get with it - especially from the Dot Com crowd.

[Junior R]

10 minutes ago, Eldad said:

This is wild. Market goes up every day on NVDA strength and everything else is crashing. 
 

I know some of the older members have said BRK went down for like a year at the end of the 2000 mania. Was the entire “old economy” group of stocks suffering like this back then? 

 

4 minutes ago, cubsfan said:

 

The answer is YES.  For a couple years there it was - Buffett has lost it, he needs to get with it - especially from the Dot Com crowd.

I think this time its also him stepping aside which caused stock to halt / move lower......it started going back up until the downgrade that came out this week...they do have a solid business so eventually it will balance out...  

[thowed]

Added to: 

 

CSU

SGN

LMN

 

Not sure why CSU so unpopular today.

 

Hoping TOI goes down more today so I can complete the set...

[Eldad]

21 minutes ago, thowed said:

Added to: 

 

CSU

SGN

LMN

 

Not sure why CSU so unpopular today.

 

Hoping TOI goes down more today so I can complete the set...

My best guess is algos went crazy on the AI is killing software trade due to FI. From what I can tell FI Qtr had nothing to do with AI.