What are you buying today?

[gfp]

I bought a little bit of QXO today for the first time.  I noticed BLDR was up and it reminded me of this former darling.  Ready for that Brad Jacobs magic to commence now

 

[Marco Van Basten]

4 hours ago, Gregmal said:

Netflix 

Why?  Thank you.

[Spekulatius]

CME, PAX, SPGI, MSFT (adds or starter positions).

[Gregmal]

1 hour ago, Marco Van Basten said:

Why?  Thank you.

Among other things, the continued deteriorating financial condition of competitors will just force prices higher which I think should lead to substantial improvements in profitability.