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

[frommi]

more Adobe.

[Red Lion]

More than doubled my new ADBE position. 

[EgonKuhn]

New starter position in SAP.DE (SAP SE)

[WayWardCloud]

Starter positions in SalesForce and Adobe.

[Eldad]

CSU, Topicus, Lumine

[Sweet]

22 hours ago, KPO said:

CMCSA

I think I like Comcast too, certainly prefer it to charter.  Making bank, just needs to get debt lower.  Think risk from new entrants aka Starlink is over rated.

[dipod]

Another big slug of CVRX. Now the 2nd largest position in my portfolio.

[mananainvesting]

28 minutes ago, dipod said:

Another big slug of CVRX. Now the 2nd largest position in my portfolio.

What's the quick pitch on this? If you dont mind sharing. Thanks

[Spekulatius]

Bought a little CME and some $6758 (Sony). All the exchanges are getting hammered on the new perpetual futures exchanges presumably.

 

Those to me look like modern day bucket shops.

[adventurer]

On 6/17/2026 at 4:15 PM, frommi said:

more Karelia Tobacco. 

speculating on a take over?

[Mephistopheles]

Over the last couple weeks sold a bunch of Dec. 2028 BRK puts ATM and slightly out of the money. $35-$40 at strikes between $460-480

Edited 10 hours ago by Mephistopheles

[Spekulatius]

Added to BOLSAA and PRX (Prosus) on this quiet day.

[gfp]

Unusual dump at the close in Canada today on both FIH.U and FFH - got filled on several orders near the close.  What a weird finish to an otherwise very slow day with US markets closed.

 

Fairfax India went from 17.90 to 17 in a few minutes

[Spekulatius]

26 minutes ago, gfp said:

Unusual dump at the close in Canada today on both FIH.U and FFH - got filled on several orders near the close.  What a weird finish to an otherwise very slow day with US markets closed.

 

Fairfax India went from 17.90 to 17 in a few minutes

Not just in Canada. If US markets are closed you can pretty much bet that some weird things happen in other markets that are open. I had for example an order open for more Prosus (PRX) for 38.41 that got filled for 38.215 which also happened to be the low in IBKR today. Small potatoes but good stuff . I think the liquidity totally sucks on days like this and if some ETF rebalance  or something similar at the end of the day, they just take whatever they get. It’s OPM, who cares, right?

Edited 5 hours ago by Spekulatius

[frommi]

9 hours ago, adventurer said:

speculating on a take over?

No, i dont think thats likely. But its still cheap and the EPS will expand this year because the USD weakness has hidden some of the operational power (25% operating income growth this year). And 10-20% growth with a 3.4% dividend yield is always nice to have. Theres a thread about it.