What are you buying today?

[Eldad]

2 hours ago, thowed said:

I'm about equal in CSU and TOI - I've liked the TOI deployment this year - and have added to both this week, but have about 4x in SGN - I'm in Europe so easier to buy - I agree & hope it will outperform. 

 

An opportunity that only smaller investor can do really with the liquidity.

 

Also have some Lumine - like SGN, think it should do well but lumpy as acquisitions less frequent.

 

Tbh have found this week exhausting with these & FFH in terms of holding nose & adding - I know it's a long game, but am really hoping earnings are decent, just so I don't feel like I'm throwing money away by adding too early!

 

How are you weighted here?

 

I feel your pain. If Q3 is poor I’m buying a few more shares and then closing up shop for the year. Try to not even look until 2026. There is just no way CSU isn’t a big winner in the LT IMO, but it is painful. 

[Libs]

Buying Lumine, Topicus, Constellation at ~40% drawdowns. Count me in. 

 

Edit : BRO also. 

Edited October 30, 2025 by Libs

[Junior R]

OWL

[Spekulatius]

12 hours ago, dwy000 said:

I know its been mentioned but I cant recall ever seeing such bifurcation in the market.  The indices hit new highs and the AI related stocks are at nosebleed levels but there are so many strong cash flowing stocks at single digit (or pre-teen) multiples.  A value investors playground. 

We’ll, you have not been investing in 1998-2000 then. Back then, many tech stocks were flying and the rest was getting flayed. What we have now is is exactly the same situation.

 

One has to be always careful with comparisons, but I think this looks eerily similar we will see an ugly bear market for stock market indices especially the QQQ at some point.

[Spekulatius]

On 10/29/2025 at 7:09 PM, Spekulatius said:

I own this too unfortunately but haven’t added yet. I think the outgoing CEO did a real number on this business and now runs the Social security administration

I decided to add some shares today.

[nsx5200]

I bought some OTM LEAP puts for Google, as well as trimming the underlying asset as well.  Going to keep a significant portion as a lottery.

[EgonKuhn]

4 hours ago, Spekulatius said:

I decided to add some shares today.

Thinking about this too. What gave me some pause yesterday was this lonely analyst with a sell recommendation for FI, Barron's wrote about, who seemed to look deep into their Clover business. It's interesting that even he doesn't found out the Argentina connection, at least there is no mention of it in the article.

[EgonKuhn]

Bought a small initial position in SY1.DE (Symrise AG).

[Charlie]

Bought some Berkshire b shares.

The statistical weak stock months September and October are over,

Berkshire will likely post great results tomorrow and the stock has 

underperformed the S&P 500 greatly since May.

https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-10-30-2025/card/berkshire-s-buffett-premium-might-have-already-retired-EpcJtzFazicyWfx8FUTh?siteid=yhoof2

[Milu]

Chipotle. First new position of the year. Seeing some value now in some of the strong restaurant businesses. Might add a bit to my existing Domino's holding also. Still relatively small positions (about 2 to 2.5% each) for now but will add more on further weakness.

[Cod Liver Oil]

More Exor and Bollore. I see them as stores of value, nothing too sexy. Starter in AJG; a bro who works for a competitor said they should do very well over the next few years if they keep executing on the Re side.  

[Valuebo]

10 minutes ago, Cod Liver Oil said:

More Exor and Bollore. I see them as stores of value, nothing too sexy. Starter in AJG; a bro who works for a competitor said they should do very well over the next few years if they keep executing on the Re side.  

 

Any reason you buy Bollore over ODET? 

[Cod Liver Oil]

@Valuebo we own Bollore and Odet 50/50. I like the shrinkage at that pair as well as at Ferrari/Exor.

[hardcorevalue]

CROX under $80 <7x PE. I'll take that risk especially with HD stinking up the financials and being reset.

 

US mid to low consumer is bombed and potential for the Supreme Court to grow a pair and give controls of tariffs back to congress. 

Edited October 31, 2025 by hardcorevalue

[Junior R]

added AJG, BRO, ALL

[Whensthepaintdry?]

Added to ffh and boc. 

[Marco Van Basten]

7 hours ago, EgonKuhn said:

Bought a small initial position in SY1.DE (Symrise AG).

Why?  Robertet seems cheaper and faster growing

[EgonKuhn]

1 hour ago, Marco Van Basten said:

Why?  Robertet seems cheaper and faster growing

The entire sector is currently experiencing a bit of a downturn, and besides Robertet (which I already hold in my portfolio), I also quite like Symrise (bought today), Givaudan (GIVN.SW), and to a lesser extent DSM-Firmenich (DSFIR.AS). Robertet is indeed cheaper and, with its natural raw materials, is also operating in the better-performing segment. But the others aren't resting on their laurels, and even though they aren't cheap, I find them increasingly attractive as well. With Symrise in particular, I also like its stake in Swedencare (SECARE.ST).

[Saluki]

I got a small fill in TBTC. It's very liquid and I usually have a resting low ball bid for $1-2k and I'll get a fill once a month or so. The execution on Schwab (which is the only place I can trade it) is terrible and I often see fills below my bid price, but it's a very small position so I'm not going to cry about it. 

 

Bought a few more shares of CROX. My average price is about $82, so if I buy a little more than I actually want (at ~$80), I can sell my higher basis shares after 30 days and harvest the tax loss without triggering the wash sale rule.  (I overbought a little JOE recently, so I might sell that off too after the pop following earnings announcement, still deciding).

 

 

[Marco Van Basten]

21 minutes ago, Saluki said:

I got a small fill in TBTC. It's very liquid and I usually have a resting low ball bid for $1-2k and I'll get a fill once a month or so. The execution on Schwab (which is the only place I can trade it) is terrible and I often see fills below my bid price, but it's a very small position so I'm not going to cry about it. 

 

Bought a few more shares of CROX. My average price is about $82, so if I buy a little more than I actually want (at ~$80), I can sell my higher basis shares after 30 days and harvest the tax loss without triggering the wash sale rule.  (I overbought a little JOE recently, so I might sell that off too after the pop following earnings announcement, still deciding).

 

 

Would you mind sharing why you like TBTC?  Thank you.

[Longnose]

6 minutes ago, Marco Van Basten said:

Would you mind sharing why you like TBTC?  Thank you.

Join us in the thread. 

 

 

[Junior R]

On 10/30/2025 at 12:34 PM, dwy000 said:

Insurance: chubb, progressive, allstate, countless others

 

Retail: Abercrombie, american eagle, Macy's, Lululemon, gap, etc

 

Telecom:  at&t, Verizon, charter, comcast, etc

 

Drugs: merck, pfizer, gsk, etc

 

There are a lot in energy and oil and gas. Etc.  Just do a filter search. 

 

And this doesnt count the companies that normally trade in the 30x range that have come down to less than 20x.  Bargains abound. 

Quote

And this doesnt count the companies that normally trade in the 30x range that have come down to less than 20x.  Bargains abound. 

Can you please provide example of above? I think F5 looks attritive if it falls another 10%

[RichardGibbons]

 Bought back a third of the MGM I sold a few months ago. I'm still not excited about the short term, but a few years out this price could be quite cheap.

My main concern related to the company itself is that they've said that they really don't want to buy back shares anymore, while I think at these prices there's a good chance buybacks are the best use of capital they have.

[Spekulatius]

Adding a bit to MOH. I think healthcare is near a trough here. I might also add back some ELV (sold some shares for tax losses ) in about 30 days. ELV is my largest position in health insurance.

Edited November 1, 2025 by Spekulatius

[Malmqky]

Grabbed some AJG yesteday