Masterofnone Posted March 3 Posted March 3 43 minutes ago, Libs said: Gulping all the SKYH I can below $9. Saw all those bids on the MEMX and backed off to let you drink your fill. One at a time at the watering hole is best for all. Ha.
Masterofnone Posted March 3 Posted March 3 19 minutes ago, gfp said: Oh dang its a sale on foam clogs - call EF Hutton! And for the chart skeptics, classic "gap fill". GFP walkin' his talk here.
dipod Posted March 3 Posted March 3 1 hour ago, Libs said: Gulping all the SKYH I can below $9. I should spend some time on the SKYH thread.
Libs Posted March 3 Posted March 3 2 hours ago, Masterofnone said: Saw all those bids on the MEMX and backed off to let you drink your fill. One at a time at the watering hole is best for all. Ha. Yeah I'm a terrible buyer lol. Too impatient. OK, I'm done for today. I single-handedly pushed it to $9.15!
Spekulatius Posted March 5 Posted March 5 (edited) BZU/ BZZUY and ODET.PA (adding back shares sold previously) and MTX.DE (aircraft engine & components). Edited March 5 by Spekulatius
Masterofnone Posted March 5 Posted March 5 On 2/27/2026 at 4:38 PM, Libs said: We're basically down to NAV now. Something like 1.05X. Here are some famous last words: TSLX, in the 12 years it's been public, has traded above NAV on 97% of trading days. Sixth Street Specialty Lending, Inc. director and vice president David Stiepleman reported an open-market purchase of 20,200 shares of common stock on March 2, 2026 at a weighted average price of $17.65 per share. Following this transaction, he directly holds 25,735 shares of common stock. The filing also notes 5,544.11 shares held indirectly through entities for which Mr. Stiepleman has pass-through voting power and no dispositive power. The purchased shares were acquired in multiple trades within a narrow price range between $17.64 and $17.665.
Marco Van Basten Posted March 5 Posted March 5 2 hours ago, Spekulatius said: BZU/ BZZUY and ODET.PA (adding back shares sold previously) and MTX.DE (aircraft engine & components). Why do you like Buzzi Unicem? What do you think of capital allocation, assets and treatment of minority shareholders? Why do you like MTU rather than say Rolls Royce or Safran or GE or Melrose? Thank you.
WayWardCloud Posted March 5 Posted March 5 I just bought Adyen. Lots of uncertainties these days which creates lots of opportunities
Marco Van Basten Posted March 5 Posted March 5 2 hours ago, Gregmal said: Bought a bunch of HRB and ASHTF(now SUNB) last week or so Why? Can you please elaborate, thank you.
thowed Posted March 5 Posted March 5 (edited) 4 hours ago, Gregmal said: Bought a bunch of HRB and ASHTF(now SUNB) last week or so Interesting - I got fed up with Sunbelt last year, though obviously the hope is that the relisting will help. Pretty great business. Edited March 5 by thowed
Gregmal Posted March 5 Posted March 5 3 hours ago, Marco Van Basten said: Why? Can you please elaborate, thank you. Sunbelt should rerate on the uplisting. Already added $5 a share against a shit tape. Could see $80+ in short order. It’s a good biz worthy of a better multiple than it got as an ADR. HRB I suppose is viewed as something AI will disrupt but at 7x with good allocation that’s pretty stupid. Seems like a layup
Gregmal Posted March 5 Posted March 5 36 minutes ago, thowed said: Interesting - I got fed up with Sunbelt last year, though obviously the hope is that the relisting will help. Pretty great business. Yea think it’s gonna get a multiple boost. Good cash sub
hasilp89 Posted March 5 Posted March 5 (edited) 7 minutes ago, Gregmal said: HRB I suppose is viewed as something AI will disrupt but at 7x with good allocation that’s pretty stupid. Seems like a layup Was looking at this after you mentioned and am seeing the same. Talked to someone at intuit - sounds like they will just incorporate ai into tax prep and become entrenched even further. Risk is direct file but struggle to imagine that takes much share. Edited March 5 by hasilp89
Spekulatius Posted March 6 Posted March 6 21 hours ago, Marco Van Basten said: Why do you like Buzzi Unicem? What do you think of capital allocation, assets and treatment of minority shareholders? Why do you like MTU rather than say Rolls Royce or Safran or GE or Melrose? Thank you. Because I am cheap.
Valuebo Posted March 6 Posted March 6 Bought more CPNG leaps with TEAM profits. Got to love the pain!
MungerWunger Posted March 6 Posted March 6 (edited) nibbled on some SABR for fun + some FFH Edited March 6 by MungerWunger
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