What are you buying today?

[gfp]

30 minutes ago, lnofeisone said:

Bought back my shorted UNG calls. All of Hannukkah shopping is paid for. 

 

It always goes back down!  Even in a gas bull market this thing would find a way to go down

[Red Lion]

Bought back the goog covered calls I sold on December 3. Clipped a nice little synthetic dividend in my tax deferred. 

[Dave86ch]

Bitcoin

[This2ShallPass]

More IAC

[Spekulatius]

Adding to $CPNG. It‘s back to ~1x EV/Sales. Barely more than I paid for when I bought this around $14 and change a couple of years ago. 

[Cod Liver Oil]

More Nintendo every day around 18, like vitamins. Might go unreasonably large around $16.

Edited December 16, 2025 by Cod Liver Oil

[Valuebo]

1 hour ago, Spekulatius said:

Adding to $CPNG. It‘s back to ~1x EV/Sales. Barely more than I paid for when I bought this around $14 and change a couple of years ago. 

 

This was my reasoning as well. Quite a bit cheaper than years ago at say $18-20! I'm even getting leaps at $20, which seemed a silly target only a few trading days ago.

[Saluki]

I picked up a few shares of CPNG and sold 3 puts. 

[Hsmpanl]

Added to FIH. Limited downside, very large upside if they get any kind of movement on IDBI or Anchorage. Lots of faith in Prem and co here.

[LC]

Adding to Coupang as well. Nintendo starting to look interesting. 

[Valuebo]

20 hours ago, Valuebo said:

 

This was my reasoning as well. Quite a bit cheaper than years ago at say $18-20! I'm even getting leaps at $20, which seemed a silly target only a few trading days ago.

 

Already bought some jan 2027 calls.

 

I have quite a bit of liquidity coming in next year that will seriously increase my portfolio size. So either the calls become worthless slowly and I can pick up shares on the cheap in the later part of 2026 or I get some of the upside sooner without outlay of much capital. It's cheap enough that I think it's worth a gamble.

[dipod]

Shorted some NVO puts expiring on Friday. 

[backtothebeach]

On 12/15/2025 at 5:48 PM, backtothebeach said:

Last trading day today it seems. 
https://finance.yahoo.com/news/tile-shop-announces-effective-date-165800431.html
I bought 2999 shares last week, curious to see if it works out as planned.

 

As far as I can tell, the $6.60 per share have not arrived yet (at IB), shares have disappeared though...

[RichardGibbons]

Same with me, with a different broker.

[Spekulatius]

A bit more $CPNG this AM.

[Cod Liver Oil]

Nintendo in Tokyo.

[Marco Van Basten]

7 minutes ago, Cod Liver Oil said:

Nintendo in Tokyo.

How do you see Nintendo in 10 and 20 years?  Revenue-wise, EBIT-wise, and how will capital allocation look over the next decade?  Thank you.

[yesman182]

AAP

[Cod Liver Oil]

@Marco Van Basten As software sales grow, net margins will move over 30% putting Nintendo in the elite company of Tencent, Alphabet,  MSFT and TSM.

I don't mind their heavy net cash position;  capital allocation will improve but remain culturally Japanese. I am not going to worry about the yen since 70% of their sales are international. I like how they are toll taking on the IP expansion into movies and parks. I can't worry too much about chip prices. It a beautiful product with incoming third party material and a growing ecosystem. Added benefit: It's unlikely that Zuck will suck out your soul through your nostrils while you play Mario Kart. 

Edited December 18, 2025 by Cod Liver Oil

[Eldad]

10 minutes ago, Cod Liver Oil said:

@Marco Van Basten As software sales grow, net margins will move over 30% putting Nintendo in the elite company of Tencent, Alphabet,  MSFT and TSM.

I don't mind their heavy net cash position;  capital allocation will improve but remain culturally Japanese. I am not going to worry about the yen since 70% of their sales are international. I like how they are toll taking on the IP expansion into movies and parks. I can't worry too much about chip prices. It a beautiful product with incoming third party material and a growing ecosystem. Added benefit: It's unlikely that Zuck will suck out your soul through your nostrils while you play Mario Kart. 

Exactly. I tell my wife all the time if you can’t get the kids outside tell them they can play Switch. No youtube, Roblox, or even TV for that matter. 

[Marco Van Basten]

1 hour ago, Cod Liver Oil said:

@Marco Van Basten As software sales grow, net margins will move over 30% putting Nintendo in the elite company of Tencent, Alphabet,  MSFT and TSM.

I don't mind their heavy net cash position;  capital allocation will improve but remain culturally Japanese. I am not going to worry about the yen since 70% of their sales are international. I like how they are toll taking on the IP expansion into movies and parks. I can't worry too much about chip prices. It a beautiful product with incoming third party material and a growing ecosystem. Added benefit: It's unlikely that Zuck will suck out your soul through your nostrils while you play Mario Kart. 

Mon ami, what about a sales forecast 10 years out?  Thank you.  

[RichardGibbons]

5 hours ago, Marco Van Basten said:

Mon ami, what about a sales forecast 10 years out?  Thank you.  

 

Strange question. I'm not sure why anyone would waste their time trying to answer it.

[thowed]

More Nintendo & CSU.

[John Hjorth]

 

 

Aaaand  :

 

Bought it all again a bit later this morning :

 

North Media A/S [ NORTHM.CPH],

RTX A/S [RTX.CPH],

Jeudan A/S [JDAN.CPH],

SP Group A/S [SPG.CPH],

Vestas Wind Systems A/S [VWS.CPH],

Bavarian Nordic A/S [BAVA.CPH],

Solar A/S [SOLAR B.CPH],

Demant A/S [DEMANT.CPH],

Schouw & Co. A/S [SCHO.CPH],

H. Lundbeck A/S [HLUN A.CPH],

L. E. Lundbergföretagen AB [LUND.B.STO],

Novonesis  A/S [NSIS B.CPH], &

Genmab A/S [GENMAB.CPH].

 

[John, the daytrader! ]

Edited December 19, 2025 by John Hjorth

[Marco Van Basten]

8 hours ago, RichardGibbons said:

 

Strange question. I'm not sure why anyone would waste their time trying to answer it.

Why is it a strange question?  Every good investor wants to know what the business will earn in ten years, otherwise how do you value it?