Malmqky Posted May 7 Posted May 7 More Nintendo and Coupang in the tax advantaged account Berkshire in my brokerage (aka my savings, because who needs more than a few months of living expenses in cash?) Berkshire for my mother Looks like I'm not selling Berkshire yet..
Paarslaars Posted May 7 Posted May 7 (edited) Added 50% to my nintendo position today. Hurts a bit to say but had to sell FFH for it... Edited May 7 by Paarslaars 1
John Hjorth Posted May 7 Posted May 7 On 5/5/2026 at 7:02 PM, LC said: Put this Brk short put back on after cashing out yesterday. 15 hours ago, LC said: I'm probably not the only one, but I refer to this trade as "the boilermaker"! ... 6 hours ago, boilermaker75 said: @LC Thanks This just a soo awesome exchange! [ @LC & Mike [ @boilermaker75 ]!
boilermaker75 Posted May 7 Posted May 7 (edited) 50 minutes ago, John Hjorth said: This just a soo awesome exchange! [ @LC & Mike [ @boilermaker75 ]! Thanks John! Time for a real Boilermaker! Edited May 7 by boilermaker75
Lollapalooza Posted May 7 Posted May 7 6 hours ago, KPO said: Sure. I’ve owned RSG since the GFC and have found it to be one of my most resilient holdings. The stock is up around 7X and the dividend on my cost basis is more than 12% as they routinely increase the payout. The resiliency of the waste business is due to its duopoly nature at an individual market level. While the barriers to entry are relatively low to start a waste company, the key is landfill ownership as zoning new landfills anywhere near a major metro area is close to impossible. And if you start a waste company you’re paying tipping fees to RSG, WM, WCN or GFL. On this front GFL has an attractive portfolio of landfills, particularly in relation to the size of the company and its enterprise value. While GFL tends to be comfortable with a fair bit more leverage than I generally like, they seem to be a solid operator and have done a nice job of quickly building scale. I’ll probably continue to build a position in GFL (and/or SES) on any additional share price declines. Thanks. I agree with the attractiveness of the waste management business. My concern / reticence has to do with GFL management team reputation.
Mephistopheles Posted May 7 Posted May 7 Bought more WTI futures yesterday for Oct in the 70s. And, the bombing continues. Sad!
KPO Posted May 7 Posted May 7 1 hour ago, Lollapalooza said: Thanks. I agree with the attractiveness of the waste management business. My concern / reticence has to do with GFL management team reputation. Normally I would be more focused on the management, but these assets have scarcity value with or without this management team.
John Hjorth Posted May 8 Posted May 8 (edited) Added 16% [relative to sharecount before this addition] to Fairfax Financial Holdings [FFH.TO] position today, so it's now the sixth largest position overall. Edit : [Added at CAD 2.251.87 for some, and all, orders.] Edited May 10 by John Hjorth
73 Reds Posted May 8 Posted May 8 4 minutes ago, John Hjorth said: Added 16% [relative to sharecount before this addition] to Fairfax Financial Holdings [FFH.TO] position today, so it's now the sixth largest position overall. Me too John. Made it my Wife's largest position by far.
rkbabang Posted May 8 Posted May 8 Added a little to my TRRSF position today. Released great earnings and the stock goes down. I almost added more NTDOY, but re-thought it, I'm happy with my position size there.
dipod Posted May 8 Posted May 8 More CPNG Jan 27 LEAPS and some CPNG common. Now close to my biggest position. The options on this name are priced quite attractively for the r/r.
John Hjorth Posted May 8 Posted May 8 14 minutes ago, 73 Reds said: Me too John. Made it my Wife's largest position by far. Let's see how it goes, @73 Reds. I personally think we're up for some interesting years, and a very rewarding row of years going forward.
NnnnotSoSmart Posted May 8 Posted May 8 Print Order Status Filled at $1,647.6752 Symbol FRFHF Symbol description FAIRFAX FINL HLDGS LTD SUB VTG ISIN #CA3039011026 SEDOL #2173665 Action Buy Quantity 56 Shares Order type Limit at $1,650.60 Time in force Good 'til Canceled Order expiration Nov-04-2026 04:00 PM ET Send expiration alert No Alert Conditions None Trade type Cash Market session Standard Order date May-08-2026 12:48:00 PM ET Cancel date Nov-04-2026 Order number 2682RC27 Executions for This Trade Date Time Price Quantity Amount Net Total: 56.000 $92,269.81 May-08-2026 12:48:00 PM ET $1,647.6752 56.000 $92,269.81
ourkid8 Posted May 8 Posted May 8 1 hour ago, rkbabang said: Added a little to my TRRSF position today. Released great earnings and the stock goes down. I was also very surprised - management continues to exceed my expectations!
rkbabang Posted May 8 Posted May 8 57 minutes ago, ourkid8 said: I was also very surprised - management continues to exceed my expectations! Agreed. I’m happy to buy more at this price.
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