What are you buying today?

[thowed]

10 hours ago, lnofeisone said:

I saw MU at 1200 and was thinking of shorting it but TSLA got me scarred and scared. 

 

Nice work @Gregmal - makes total sense.  I am with @lnofeisone sadly, just seen it too often (god, in Europe we had Wirecard as well, which killed some great managers)

[valueseek]

14 hours ago, sleepydragon said:

Bought more stx today 

any particular reason for STX over WDC or better tech. etc. Tks.

[sleepydragon]

1 hour ago, valueseek said:

any particular reason for STX over WDC or better tech. etc. Tks.

My first real job was a 9-month internship with Quantum, a disk drive manufacturer that had since bankrupted (i think the remaining pieces sold to WDC, but not sure). So i think i know a bit about disk drives. Even back then, 20’years ago, seagate is the leader in technology. I remembered no matter what we do, we cant beat seagate in term of “disk seeking speed” (which is how fast the disk head find a data on the disk and read it).

In terms of stx vs wdc, the thesis of HDD is they are not spending more money to expand factories. Instead, more capacity will come from per disk density. As stx sells more HAMR drives , price per drive also goes up. There are some YouTube video about how these hamr drive works. Very cool. And a lot of existing drives will get upgraded over time — more cash for stx without additional factories.  STX’s hamr technology is very unique and wdc cant do it. Wdc’s current method of increasing density per disk is just adding more disk platters. They are years behind.

 

as the AI being used by more individuals, people already start buying CPU stocks because more cpus will be needed per user. But i think storage will explode too. U need to store those context from everyone’s projects. And Flash memory is so expensive, HDD will be used more (solvable though software optimizations to use flash more efficiently and move more stuffs to HDD)

 

 

[giulio]

I bought Panthera Resources (PAT - LSE), <1% position, essentially a lottery ticket on the results of their litigation process against India.

$70M mkt cap, litigation claim is $1.6B but it will updated since gold price is ~25% higher now than when they filed initially.

From what I read, they should have a strong legal basis. They are backed and fully funded by LCM (litigation capital management) who are highly selective in the cases they agree to support and have a good track record.

Final hearing in Jan 2027, expected outcome announced by end of 2027.

Wish me luck!

[aws]

Bought some more LILAP and shorted a little LILAK as a hedge. In a month the common is up 50% while the preferred is down 20%. Seems like at least one of those is wrong.

[Valuebo]

Bought a couple hundred shares of JOE around $60, some CPRT at $28 and BLDR under $75. All with some 60-65% gains on my shorter term CPNG calls as it looks like it will just bump against resistance again and go nowhere. Should be $25+ and give me 300% gains but of course nothing is ever too easy. 

Edited yesterday at 04:23 PM by Valuebo

[valueseek]

On 7/8/2026 at 12:31 PM, sleepydragon said:

My first real job was a 9-month internship with Quantum, a disk drive manufacturer that had since bankrupted (i think the remaining pieces sold to WDC, but not sure). So i think i know a bit about disk drives. Even back then, 20’years ago, seagate is the leader in technology. I remembered no matter what we do, we cant beat seagate in term of “disk seeking speed” (which is how fast the disk head find a data on the disk and read it).

In terms of stx vs wdc, the thesis of HDD is they are not spending more money to expand factories. Instead, more capacity will come from per disk density. As stx sells more HAMR drives , price per drive also goes up. There are some YouTube video about how these hamr drive works. Very cool. And a lot of existing drives will get upgraded over time — more cash for stx without additional factories.  STX’s hamr technology is very unique and wdc cant do it. Wdc’s current method of increasing density per disk is just adding more disk platters. They are years behind.

 

as the AI being used by more individuals, people already start buying CPU stocks because more cpus will be needed per user. But i think storage will explode too. U need to store those context from everyone’s projects. And Flash memory is so expensive, HDD will be used more (solvable though software optimizations to use flash more efficiently and move more stuffs to HDD)

 

 

Tks. Makes sense - thesis plus the wdc vs stx differentiation.

[Castanza]

On 6/25/2026 at 9:39 PM, Spekulatius said:

If they do it like that, they need to increase the subscription rate to $40 or so (basically a cable bundle Netflix branded) and a lot of people will cancel. They can do this as an add on for additional cost but will get way fewer takers doing so.

 

Why would they cancel? YouTube TV is $65 and $85/m respectively. If Netflix charged me $40/m and it included current content and sports I would drop YouTube TV in a minute. 

[Gregmal]

Totally. Bundles with live TV are now just as, if not more expensive than most cable packages were

[Spekulatius]

32 minutes ago, Castanza said:

 

Why would they cancel? YouTube TV is $65 and $85/m respectively. If Netflix charged me $40/m and it included current content and sports I would drop YouTube TV in a minute. 

It depends on what you get or if you are interested in sports. I am not interested and I know many who are not either. The high cost of sport content is one thing that broke the cable bundle so it makes no sense to bring it back unless it becomes optional add on.

I personally would cancel Netflix , if the raise the price by 2x for content that I don’t watch.

 

 

Edited 2 hours ago by Spekulatius

[Spekulatius]

Added some Buzzi and CPRT this week.

 

 

[Valuebo]

More CPRT, JOE, TVK and BLDR. Also mini position in DPZ and CSU. 

[Cod Liver Oil]

Bought some Comcast, the most hated company in America. Much prefer trophy assets. This could go terribly wrong. I’m assuming, as capitalists, they will rationalize their shit. The parks sparkle in the dung heap. I’ll get in the sauna now and sweat it out. 

[Castanza]

1 hour ago, Spekulatius said:

It depends on what you get or if you are interested in sports. I am not interested and I know many who are not either. The high cost of sport content is one thing that broke the cable bundle so it makes no sense to bring it back unless it becomes optional add on.

I personally would cancel Netflix , if the raise the price by 2x for content that I don’t watch.

 

 

Where are you watching the World Cup? Live Sports is the biggest market with the highest viewership that is only growing. Netflix has a very diverse global content catalogue to begin with so I can see them chasing down things like World Cup coverage a positive. You're also seeing leagues like the NFL expand internationally with a more games every year being played abroad. Netflix is a great platform with a global audience to capture that market. 

 

https://www.thestreet.com/entertainment/netflix-disney-youtube-bidding-world-cup-streaming

Edited 1 hour ago by Castanza

[villainx]

1 hour ago, Spekulatius said:

It depends on what you get or if you are interested in sports. I am not interested and I know many who are not either.

 

Used to be a big Yankee fan, but ever since I moved out of home, never got cable so haven't watched unless it's on over the air TV.  Same with Knicks, except I splurged with Sling for the playoffs.

 

 

[lnofeisone]

1 hour ago, Cod Liver Oil said:

Bought some Comcast, the most hated company in America. Much prefer trophy assets. This could go terribly wrong. I’m assuming, as capitalists, they will rationalize their shit. The parks sparkle in the dung heap. I’ll get in the sauna now and sweat it out. 

I am sharing this sauna with you. I'll bring the beers. I bought a 1% position. I also bought some JOE and DPZ.