What are you buying today?

[Spekulatius]

Got 2 shares of FFH yesterday. LOL

Today - starters in CPRT, MA. Added to NU as the stock declined due to the CFO change.

[Saluki]

Picked up a few shares of UBER while I keep studying it. May just nibble a little a day unless I find something I don't like. So far nothing bad. It's not too cheap now, but I think the operating leverage kicks in and it will do really well. Seems like it would be hard to disrupt them at this point in food delivery or driving. If Lyft is a distant second, what would it take for a third one to get any traction? The only legit contender (in Europe) is Bolt. And they don't seem to want to come to the US and Lyft doesn't want to go to Europe, so they are both fighting for share against UBER, which is now dominant and not running the business at a loss to get to scale anymore. They sowed, and now it's time to reap. 

 

 

[hardcorevalue]

CHTR, I get the debt but the trends aren't that bad and any catalyst like a slowing of broadband losses or a dividend could push this higher fast. 

[whiskybravo]

Added Protector and JOE.  Sold Berkshire.

[thowed]

48 minutes ago, Saluki said:

Picked up a few shares of UBER while I keep studying it. May just nibble a little a day unless I find something I don't like. So far nothing bad. It's not too cheap now, but I think the operating leverage kicks in and it will do really well. Seems like it would be hard to disrupt them at this point in food delivery or driving. If Lyft is a distant second, what would it take for a third one to get any traction? The only legit contender (in Europe) is Bolt. And they don't seem to want to come to the US and Lyft doesn't want to go to Europe, so they are both fighting for share against UBER, which is now dominant and not running the business at a loss to get to scale anymore. They sowed, and now it's time to reap. 

 

 

 

Sounds reasonable.  I have to say I've never seen a Bolt in London, maybe more in mainland Europe.  Lime is pretty much the last-man-standing in London e-bikes (there's Forest, but not as popular) - will be interesting when that spins off.

 

[Sloanes Teddy]

held nose. starter in cmcsa.

[decipher]

Sold WFC, and rolled it into NU. 1% position.

Edited 4 hours ago by decipher

[EgonKuhn]

New starter position in NU and 6099.T (Elan Corporation), added to TSCO