MungerWunger Posted April 30 Posted April 30 Added to Lumine. 17x 2025 FCFA2S Likely grows 20%+ in 2026.
dipod Posted April 30 Posted April 30 12 hours ago, Seoshin said: How are you sizing this up? 5%? Right now, it's at 5%. Will do some more digging and also look at the other opportunities available but the story is pretty compelling. Spent time reading the thread here which really lays things out well. Thanks to @whatstheofficerproblem for the contributions.
rogermunibond Posted April 30 Posted April 30 (edited) Biggest S&P 500 losers Edited April 30 by rogermunibond
TwoCitiesCapital Posted April 30 Posted April 30 I bought a small amount of put spreads on SOXX for July expiry. Purely a gamble that this is getting out of control and much of this spending isn't going to prove economic, but we'll see. 2-months may not be enough time for it to come down to earth.
ourkid8 Posted April 30 Posted April 30 9 hours ago, MungerWunger said: Added to Lumine. 17x 2025 FCFA2S Likely grows 20%+ in 2026. I also made a small add to Lumine - super cheap!
Eldad Posted May 1 Posted May 1 26 minutes ago, Spekulatius said: BRO, AJG, NTDOY, MTX starter in AOS. Yep me too BRO with a 5 in the front
LC Posted May 1 Posted May 1 Sheesh the swings on Fairfax...I got lucky...sold 25-30% yesterday in non-taxable accounts, repurchased most of this this morning at 1630 USD
yesman182 Posted May 1 Posted May 1 5 minutes ago, LC said: Sheesh the swings on Fairfax...I got lucky...sold 25-30% yesterday in non-taxable accounts, repurchased most of this this morning at 1630 USD you purchased frfhf at $1630? What broker do you use? I couldn't get fills that low.
LC Posted May 1 Posted May 1 21 minutes ago, yesman182 said: you purchased frfhf at $1630? What broker do you use? I couldn't get fills that low. IBKR, fills were at $1632-1635 I think I was just lucky, which I usually never am with this intra-day timing. I first put in orders at $1695 & $1690 and was able to quickly cancel those (delay pricing and I saw the share price moving downwards towards $1670). So I cancelled those, put in orders at $1670 and those were filled in the $1630s. I was pretty surprised, as I think almost every other purchase of FRFHF over the past 3 years I've been on the other end being forced to hit the ask just to get shares.
yesman182 Posted May 1 Posted May 1 CLX seems like the brands can survive a cyber attack and a SAP ERP disaster.
ourkid8 Posted May 1 Posted May 1 Added to FFH - its getting too large however I couldn't help myself!
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