What are you buying today?

[Mephistopheles]

1 hour ago, John Hjorth said:

I added a few Berkshire Hathaway B shares today.

+1 

 

Indulging myself with some mid May calls. Hoping for a Q1/AGM boost

[gfp]

1 minute ago, Mephistopheles said:

+1 

 

Indulging myself with some mid May calls. Hoping for a Q1/AGM boost

 

SPY pennies from an all time high and boring old BRK at the bottom end of its recent range.  I assume they can start repurchasing shares again a few days after the next 10Q comes out.  I don't believe they have been buying any of their own stock since March 17th or so

[Mephistopheles]

2 minutes ago, gfp said:

 

SPY pennies from an all time high and boring old BRK at the bottom end of its recent range.  I assume they can start repurchasing shares again a few days after the next 10Q comes out.  I don't believe they have been buying any of their own stock since March 17th or so

 

The good thing about Berkshire options is the IV is insanely low, but every now and then the stock will have a violent move upwards. Usually after sitting around at the same price for ages. I've made a killing on the calls on a number of occasions. 

[Zemergefen]

Starter in DPZ

[frommi]

Also bought TLT puts because my trend following system has switched to short on this. I am not sure the Iranian talks will really be solved in a way that oil goes down again, but lets see, maybe this is just a fake out.

[LC]

29 minutes ago, Mephistopheles said:

The good thing about Berkshire options is the IV is insanely low, but every now and then the stock will have a violent move upwards. Usually after sitting around at the same price for ages. I've made a killing on the calls on a number of occasions. 

Are you buying OOM?

I sold short term OOM puts which I think look attractive today.

[Mephistopheles]

11 minutes ago, LC said:

Are you buying OOM?

I sold short term OOM puts which I think look attractive today.

 

Mix of atm and otm ($500). I did one round of atm already (bought and sold for up 40%). Will keep doing so to reduce my overall cost basis for the $500s. Just bizarre to see it just sit there while everything else keeps climbing to @gfp's point.

 

What strike and price for the puts? I think I may sell some too to help finance this.

[LC]

I sold the Apr 24s: 460 strike, sold for a little over a buck per.

[Spekulatius]

5 hours ago, Mephistopheles said:

 

Mix of atm and otm ($500). I did one round of atm already (bought and sold for up 40%). Will keep doing so to reduce my overall cost basis for the $500s. Just bizarre to see it just sit there while everything else keeps climbing to @gfp's point.

 

What strike and price for the puts? I think I may sell some too to help finance this.

It’s not so bizarre for BRK.A/ B to trade against the market if you assume it’s regarded as a risk off stock.

[Spekulatius]

Added a bit of NTDOY yesterday. I think that one trades based on memory demand lately, as dumb as it may sound.

[John Hjorth]

6 hours ago, Mephistopheles said:

...  Usually after sitting around at the same price for ages.  ...

 

Investing, simplified, dearly! - So far, working out greaat!

[ANP301191]

Bought a truckload of RMS, CFR yesterday at european open.

[Eldad]

BRK.B

[dipod]

Slightly OTM NFLX calls.

[ASTA]

brk.b-nintendo 90% strike 1 year 13.5% yield

[coffeecaninvestor]

Sold STZ at a small profit to buy MAT. I sold STZ because the price got away from me before I could make it a full position, and I am trying to limit the number of stocks I hold. I think MAT has been improving it's balance sheet and at today's price with the large share repurchases presents a better buying opportunity, and I will jump in rather than dip my toe in like I did with STZ. 

 

Sold NNI and some BRK to make FRFHF a material position in the portfolio. In my efforts to diversify away from  the S&P 500 since BRK is part of my index funds I rather hold Fairfix especially since it is smaller and can grow for years to come where as BRK growth will be limited due to size. 

 

Bought more OTCM and a new position in AOS. 

Edited April 18 by coffeecaninvestor
Context

[WayWardCloud]

Bought a lot more CSU today.

I'm now at 13.6% of net worth into VMS software via Constellation + a bit of Lumine and Topicus.

The last six months have been very active and I hope I'm done tinkering with the portfolio for a while.

God luck to all

[valueventures]

On 4/18/2026 at 8:50 AM, coffeecaninvestor said:

Sold STZ at a small profit to buy MAT. I sold STZ because the price got away from me before I could make it a full position, and I am trying to limit the number of stocks I hold. I think MAT has been improving it's balance sheet and at today's price with the large share repurchases presents a better buying opportunity, and I will jump in rather than dip my toe in like I did with STZ. 

 

Sold NNI and some BRK to make FRFHF a material position in the portfolio. In my efforts to diversify away from  the S&P 500 since BRK is part of my index funds I rather hold Fairfix especially since it is smaller and can grow for years to come where as BRK growth will be limited due to size. 

 

Bought more OTCM and a new position in AOS. 

I'm long NNI and FFH (much larger position in FFH). How do you compare the relative attractiveness of each over the next 5-10 years? Thank you!

[nsx5200]

7 hours ago, WayWardCloud said:

Bought a lot more CSU today.

Nice, buying on the way up.  I need to practice that muscle instead of always use the other one (buying on the way down).  Any advice on overcoming that mental barrier?

[WayWardCloud]

Just de-zoom the chart to like 5-10 years  Really puts things into perspective.

[coffeecaninvestor]

13 hours ago, valueventures said:

I'm long NNI and FFH (much larger position in FFH). How do you compare the relative attractiveness of each over the next 5-10 years? Thank you!

I like both and I think HUDL is a great asset but I think FFH is a better business with more capital allocation opportunities and will earn a higher and more predictable return on equity going forward. Also  I do worry a little about nelnet bank it’s growing fast and hasn’t been tested during a market downturn. 
 

In my mind buying FRFHF is like buying a leveraged bond due to the float with tons of optionally with the way they can deploy capital all over the world in various ways. They are pretty defensively positioned with how much of their portfolio is in bonds so if I think they can return mid teens on equity pretty reliably and I am paying ~1.5x book value I can still earn 10% and justify paying above BV. I think that’s pretty good risk adjusted returns relative to the whole market that probably earns 0-5% optimistically at today’s multiples. I am not sure NNI has the same ability to earn that high of a ROE historically it hasn’t so paying a similar multiple isn’t as attractive. also think about NNI from a businesses perspective it is in venture investments which have low success rate and are riskier, they weren’t successful in residential solar, and are starting a bank which has inherent risks. I just think apple to apples if I’m making a concentrated bet at these prices I am picking FRFHF over NNI or S&P 500. 

Edited April 21 by coffeecaninvestor

[Castanza]

4 hours ago, nsx5200 said:

Nice, buying on the way up.  I need to practice that muscle instead of always use the other one (buying on the way down).  Any advice on overcoming that mental barrier?

Alcohol 

[Valuebo]

Bought Terravest on the dip below $120 only to see it's again already $140 today after a few days. Weird stock but I'm not complaining. Bought it around $125 in december but barely had a position so I didn't sell any after a quick run up. 

 

Also bought Nintendo around $13, BRK at $472, Adobe sub $250, Domino's around $270 and some CSU. Mostly with some gains from Gitlab and Coupang options, although i'm definitely underwater on some other Gitlab options I bought a while back. Consistently trimming some leverage in favor of stronger laggards as I prefer market fear over whatever the hell this market action is.

[Eldad]

Bought a little BRK.B, sold a little TFII.

[aws]

Sold some CROX and bought BRK.B with the proceeds