What are you buying today?

[kh812000]

$AMPG rights offering.  Sole US maker of O-Ran 5G radios and ramping production to fulfill backlog of orders.

[Kizion]

33 minutes ago, kh812000 said:

$AMPG rights offering.  Sole US maker of O-Ran 5G radios and ramping production to fulfill backlog of orders.

 

What is the rational to buy the rights offering iso common shares? 

[CV_1994]

Adding to 3i Group (IGQ5) on the back of this morning's 11% drop

[coffeecaninvestor]

Over the last few weeks I have started and added to quite a few positions since I was sitting on twice as much cash as I would like. The following positions are 1/4 starter position that I am DCA weekly over the next 6 months ACN, BAH, BRO, CSU, CP, CPRT, ELV, FND, KRE (ETF), ODFL, PAYX, PYPL, STZ, SYY, UNH. I am at a full 5% position on AMRZ and RTO. 

Edited November 14, 2025 by coffeecaninvestor

[Masterofnone]

SKYH

This looks like a snowball to me. I think they will come up with non-dilutive funding.

[Eldad]

4 hours ago, coffeecaninvestor said:

Over the last few weeks I have started and added to quite a few positions since I was sitting on twice as much cash as I would like. The following positions are 1/4 starter position that I am DCA weekly over the next 6 months ACN, BAH, BRO, CSU, CP, CPRT, ELV, FND, KRE, ODFL, PAYX, PYPL, STZ, SYY, UNH. I am at a full 5% position on AMRZ and RTO. 

Lot of good stuff in there at good prices. Congrats 

[Marco Van Basten]

7 hours ago, CV_1994 said:

Adding to 3i Group (IGQ5) on the back of this morning's 11% drop

If you are a US taxpayer, keep in mind that this is most likely a PFIC for tax purposes, and hence a major pain in the neck.

[tnathan]

CHYM -- I think the market is bigger than I initially thought and they are in the best position to win the market. Some competition from Cash App is probably incoming but there should be room for 2 players here. If their lending products really pick up DAVE is at risk

[Malmqky]

Swapped CROX stock for Jan 2028 LEAPS

[MxMI17]

Bough a starter in IRM, as is trading at around 18x P/FFO. It might fall further as they are AI associated (data center), but they do have a strong legacy business in paper & hardware archiving

Edited November 13, 2025 by MxMI17

[Malmqky]

Sold 20% of my Warrior Met position to buy some more CSU as well

[lnofeisone]

Bought BRO, RYAN, Fairfax, CSU, another slug of LQDA 2027 vertical, and bought back RTO I sold on the earnings pop. 

[vinod1]

On 11/10/2025 at 5:35 PM, Dalal.Holdings said:

 

I don't do DCFs

 

You most certainly do! 

 

If you say something like "I would pay 10x or 15x owners earnings or FCF", you are doing DCF. You have just buried it underneath a whole bunch of assumptions.

 

What you really mean is you do not write down Year 1, year 2, year 3 cash flows and perpetual growth, etc. But when you put a multiple on owners earnings, you have a implicity assumed all of these. 

 

Vinod

 

 

[Luke]

1 hour ago, Malmqky said:

Sold 20% of my Warrior Met position to buy some more CSU as well

yeah i did that switch too

[dipod]

Bought a ton of CROX common. 

[formthirteen]

19 hours ago, coffeecaninvestor said:

Over the last few weeks I have started and added to quite a few positions since I was sitting on twice as much cash as I would like. The following positions are 1/4 starter position that I am DCA weekly over the next 6 months ACN, BAH, BRO, CSU, CP, CPRT, ELV, FND, KRE, ODFL, PAYX, PYPL, STZ, SYY, UNH. I am at a full 5% position on AMRZ and RTO. 

 

If I'm not mistaken, CPRT and ODFL surprisingly have the highest short ratio on the list at about 5.5 days  CSU and PYPL look cheap, if growth continues.

Edited November 14, 2025 by formthirteen

[coffeecaninvestor]

3 hours ago, formthirteen said:

 

If I'm not mistaken, CPRT and ODFL surprisingly have the highest short ratio on the list at about 5.5 days  CSU and PYPL look cheap, if growth continues.

PYPL isn’t my favorite out of those 4 in terms of the business it’s hard to know what their future is going to look like, but it has a lot of the characteristics I like to look for in terms of valuation, buy back, growth, and balance sheet. 
 

[KPO]

COLD & WY 

[EgonKuhn]

Bought a small initial position in IMCD.AS (IMCD N.V.) and DIA.MI (DiaSorin S.p.A.).

[Spekulatius]

This week, I added a bit to AZE.BR, PYPL (bought back some shares I sold on the AI spike) and CSU.

 

Bought a starter in TTD (maybe as a trade) as this stock looks reasonably valued and washed out.

[Valuebo]

Bought some more MELI, JOE, CPNG, BRO, BLDR and CROX leaps. Other than this last one, I feel like you get at least decent value but should get outsized returns if we go 20-30% lower. So fingers crossed we get there!

 

Also eyeing ADBE and PYPL. 

Edited November 15, 2025 by Valuebo

[brobro777]

Bought a small position in nasdaq futures for da Christmas rally

 

haha

[Dave86ch]

Meta and Bitcoin

[fareastwarriors]

DCAing $BTC

[Dave86ch]

Bitcoin