What are you buying today?

[John Hjorth]

33 minutes ago, cubsfan said:

It is a bitch, but a very smart move John!

 

Thank you, Mike [ @cubsfan ],

 

Yeah, it's also about trying to relate to the issues at hand discussed in in the JOE Investment Ideas forum, especially related to time horizon.

 

The plan to execute on going forward presented at the JOE AGM looks good to me.

[cubsfan]

1 minute ago, John Hjorth said:

 

Thank you, Mike [ @cubsfan ],

 

Yeah, it's also about trying to relate to the issues at hand discussed in in the JOE Investment Ideas forum, especially related to time horizon.

 

The plan to execute on going forward presented at the JOE AGM looks good to me.

 

Hey if Berkowitz wants to hand you cheap stock, all you need to do is hang on. 

 

The historical migration to Florida will go on for years.  It's the happiest state I know!

[Cod Liver Oil]

https://finance.yahoo.com/markets/stocks/articles/tencent-ramps-buybacks-share-rout-002809157.html
 

This is best price/quality thing I see now alongside Nintendo. The flaws of both are well-known. Pick your poison. 

[Malmqky]

5 minutes ago, Cod Liver Oil said:

https://finance.yahoo.com/markets/stocks/articles/tencent-ramps-buybacks-share-rout-002809157.html
 

This is best price/quality thing I see now alongside Nintendo. The flaws of both are well-known. Pick your poison. 

Are you buying via Prosus or the ADRs/HK listed shares?

 

I’m buying via Prosus for a few reasons, but dislike the company outside the Tencent investment..

[Cod Liver Oil]

@Malmqky I prefer my Tencent undiluted. The Prosus guy is a nuisance. He is more of a threat to Prosus than the CCP is to Tencent.

[dipod]

CVRX common. Don't say any reason for the big drop today so increased my position by about 40%. Now the 2nd largest in my portfolio.

[EgonKuhn]

New starter position in HONA (Honeywell Aerospace spin off)

[aws]

I'm a glutton for punishment so I've been nibbling on some Volkswagen

[John Hjorth]

9 hours ago, aws said:

I'm a glutton for punishment so I've been nibbling on some Volkswagen

 

HaHa!  - You just made my morning, @aws! 

 

Let's hear what you think! ...- Great deep value investment in a ... shiny turd

Edited 17 hours ago by John Hjorth

[Spekulatius]

15 hours ago, aws said:

I'm a glutton for punishment so I've been nibbling on some Volkswagen

Volkswagen is too dysfunctional even for my taste.I think there are plays in the German industrial sector that are more straightforward in terms of chance of success. MTX was the last one that I bought in decent size.

[Gregmal]

Bought a bunch of SSG. Seems pretty clear we re at the phase of the rally where “AIs gonna be big” is all the DD you need and any dumb bartender or grade school teacher is willing to give you that advice. 

[thepupil]

Just now, Gregmal said:

Bought a bunch of SSG. Seems pretty clear we re at the phase of the rally where “AIs gonna be big” is all the DD you need and any dumb bartender or grade school teacher is willing to give you that advice. 

 

curious why this vs shorting an unlevered ETF? or puts or something else. not straightforward at all to me to do it this way. 

[Gregmal]

50 minutes ago, thepupil said:

 

curious why this vs shorting an unlevered ETF? or puts or something else. not straightforward at all to me to do it this way. 

Options are for suckers at these implied vols. Didn’t wanna deal with actually shorting stuff. Tripled levered too much decay, single levered too boring. That’s about all the thought that went into it after for like the 8th time in 2-3 days hearing some mid 20s kids talking about which AI stocks they were buying while online at the store. 

[Paarslaars]

5 hours ago, Gregmal said:

Bought a bunch of SSG. Seems pretty clear we re at the phase of the rally where “AIs gonna be big” is all the DD you need and any dumb bartender or grade school teacher is willing to give you that advice. 

That shit scares me, 2x leveraged funds can wipe you out. Largest short position you have by owning this is on Micron which is trading below 8x forward PE. Sure forward PE can be optimistic but still...

 

Purely a sentiment feel on my part but I think you might be too early on this one which can be fatal on 2x leveraged funds.