What are you buying today?

[frommi]

more Karelia Tobacco. 

[Valuebo]

More Terravest and new (well I had before but I reopened) Nintendo and Copart positions. First one 1% of NW, others 0.3-0.4% so obv looking to increase. All with CPNG profits, selling some short term calls into this strength.

[Lance]

BG, BOLSY, ICE and MIAX

 

Wrote puts on CPB

 

Thanks

Lance

[WayWardCloud]

I added a bit to Microsoft today.

4.1%>5.5% of net worth.

 

Looking at Netflix, SalesForce, Adobe...

Scary times but lots of opportunities too!

[EgonKuhn]

New starter position in ICE

[thowed]

More MIAX.

 

Stinging a bit, but feels ridiculous over-reaction to Perps (I'm guessing it's that) which are a different game.

 

Only thing that nags a little is the court case, but my guess is they'll settle, hopefully sooner rather than later.

[KPO]

Adds to CRM and CMCSA