wabuffo Posted March 20 Posted March 20 How did you come across this one? I follow all the BaaS banks pretty closely. Bill
Rainier Posted March 20 Posted March 20 I read about GDOT a few weeks ago here. It’s down from when he was pitching it. https://clarkstreetvalue.blogspot.com/2026/01/green-dot-creating-standalone-baas-bank.html?m=1
backtothebeach Posted March 20 Posted March 20 1 hour ago, Masterofnone said: More SKYH under 9.00 Lots of bottom-tick-talent on this board! Nice one.
Cod Liver Oil Posted March 20 Posted March 20 (edited) I hate all this SOTP stuff but I added to Exor today at an ath discount to NAV. Even though owning a Ferrari in the Middle East right now looks pretty bad, Ferrari the stock looks attractive and Stellantis is becoming a rounding error. I'm betting on the failson. Tencent, a GOAT, seems like a single digit multiple if you count the investment portfolio. I bought some Prosus in honor of Luke @MMM20 and Luke @Luke Lots of stuff getting repriced. Edited March 20 by Cod Liver Oil
frommi Posted March 20 Posted March 20 On 2/26/2026 at 3:46 PM, frommi said: And a more stupid trade, bought SPY and QQQ puts to cover my portfolio for the next 2 months. Maybe this is the year of the put. Reduced my NCAV portfolio to have the money for all the trades, the quality, return and discount has degraded over the last 1-2 years. Looks like that was not that stupid . Sold out for a 3 x bagger and bought more CLNX, LON:DOM, SKYH.
John Hjorth Posted March 20 Posted March 20 2 minutes ago, frommi said: Looks like that was not that stupid . Sold out for a 3 x bagger and bought more CLNX, LON:DOM, SKYH. Congrats, @frommi !
EgonKuhn Posted March 20 Posted March 20 (edited) New positions in RMS.PA (Hermès International S.C.A.) and G24.DE (Scout24 SE). Edited March 20 by EgonKuhn
Milu Posted March 21 Posted March 21 2 hours ago, EgonKuhn said: New positions in RMS.PA (Hermès International S.C.A.) and G24.DE (Scout24 SE). Interesting, I’ve my eye on Hermes but still need it to come down a bit further before I can take the plunge.
treasurehunt Posted March 21 Posted March 21 8 hours ago, Cod Liver Oil said: Tencent, a GOAT, seems like a single digit multiple if you count the investment portfolio. I bought some Prosus in honor of Luke @MMM20 and Luke @Luke Yeah, Tencent is down some 10% after reporting Q4 earnings, which I thought were just fine. I bought some more Prosus as well.
EgonKuhn Posted March 21 Posted March 21 6 hours ago, Milu said: Interesting, I’ve my eye on Hermes but still need it to come down a bit further before I can take the plunge. I would like to see RMS.PA down below an EV/EBIT of 20 like during the Euro crisis a decade ago. Unfortunately I was too dumb than to recognize it for what it is. Maybe we get there this year or the next one, I would like to buy more of it.
ASTA Posted March 21 Posted March 21 CSU.to finished big position. Small topicus position. Cprt-Heineken-Brk.b 90% strike one year 18% yield. Mco-kkr-brk.b 90% strike one year 15% yield.
Libs Posted March 21 Posted March 21 On 3/18/2026 at 10:18 AM, Masterofnone said: Thanks again Libs for bringing this to our attention. I bought some after initial due diligence. This recent company release is a terrific insight into their culture and methods: https://sixthstreetspecialtylending.gcs-web.com/static-files/d92761d9-f47a-4cac-b8e4-57fa767f1064 Thanks for the link - I do believe we have excellent management here.
Milu Posted March 22 Posted March 22 On 3/21/2026 at 7:35 AM, EgonKuhn said: I would like to see RMS.PA down below an EV/EBIT of 20 like during the Euro crisis a decade ago. Unfortunately I was too dumb than to recognize it for what it is. Maybe we get there this year or the next one, I would like to buy more of it. Ya I might buy a little this week, and buy more should price continue to drop.
backtothebeach Posted March 23 Posted March 23 20 hours ago, Lotsofcoke said: NU/NYSE Taking a flyer here on a diagonal.
Lotsofcoke Posted March 23 Posted March 23 38 minutes ago, backtothebeach said: Taking a flyer here on a diagonal. Still undervalued by a significant amount IMO
frommi Posted March 23 Posted March 23 Sold some REIT's like NNN, EPRT, BYG and bought more NOMD,AMCR, VSNT and a new position in OTCM.
Cod Liver Oil Posted March 23 Posted March 23 (edited) Bought some SE at 80. It has been decapitated but is growing like a weed. I like Forrest Gump: https://podcasts.apple.com/us/podcast/in-good-company-with-nicolai-tangen/id1614211565?i=1000732240782 I will occasionally partake of a busted growth stock. The vol can be tremendous. Edited March 23 by Cod Liver Oil
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