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 Wednesday at 06:51 PM by decipher

[EgonKuhn]

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

[Spekulatius]

Adds to NU, PAX, MA, Adyen. Starter in AIG ( which I think is a takeout target)

Edited 17 hours ago by Spekulatius

[Saluki]

A month ago I sold $10k of CPNG for the tax loss harvesting. I bought about $15k back today. I may buy some options too since the decision on the penalty for the data breach is coming soon. I'll probably sell another 10-20k after 30 days to tax loss harvest some more and rinse/repeat until the end of the year. 

 

Buying a few shares a day of some small new positions that I am studying. I'll sell them all if I change my mind, but at least have some shares so that I don't miss it if it runs up parabolically.  OTCM, TME, BMI and UBER if anyone is interested. 

[frommi]

49 minutes ago, Spekulatius said:

Adds to NU, PAX, MA, Adyen. Starter in AIG ( which I think is a takeout target)

How can you buy so often, do you have such a large cash buffer or a stream of endless money coming in?

[Cod Liver Oil]

UMG

[Spekulatius]

1 hour ago, frommi said:

How can you buy so often, do you have such a large cash buffer or a stream of endless money coming in?

I buy in smalls chunks. I also sold software after the runup a few day ago. Thats the source of my cash.

Edited 15 hours ago by Spekulatius

[frommi]

42 minutes ago, Spekulatius said:

I buy in smalls chunks. I also sold software after the runup a few day ago. Thats the source of my cash.

ah ok, no conviction to hold software for longer?

[Spekulatius]

6 minutes ago, frommi said:

ah ok, no conviction to hold software for longer?

I suspect that I get more shots on goal. The shadow of AI does not disappear suddenly.

[Spekulatius]

Some weird dumping with GRVY, one of my favorite trading sardines. It’s a net net.

 

Bought a few shares in my tax deferred accounts.

[tnathan]

1 hour ago, Spekulatius said:

Some weird dumping with GRVY, one of my favorite trading sardines. It’s a net net.

 

Bought a few shares in my tax deferred accounts.

Noticed this too but wasn't quick enough to buy some. Probably the cheapest stock in the market

[WayWardCloud]

5 hours ago, Spekulatius said:

Adds to NU, PAX, MA, Adyen. Starter in AIG ( which I think is a takeout target)

Curious why Mastercard and not Visa? (or Mastercard AND visa?)

[Spekulatius]

6 hours ago, WayWardCloud said:

Curious why Mastercard and not Visa? (or Mastercard AND visa?)

Mastercard tends to be faster growing which has been rewarded with higher multiple. Recently, the multiples of V and MA have converged so I think MA might be the better buy here.

Edited 5 hours ago by Spekulatius

[WayWardCloud]

3 minutes ago, Spekulatius said:

Mastercard tends to be faster growing which gets rewarded with has been rewarded with higher multiple. Recently, the multiples of V and MA have converged so I think MA might be the better buy here.

Thank you