What are you buying today?

[mananainvesting]

2 hours ago, Cod Liver Oil said:

Comcast looks like 4 times cf but broadband is melting.

The melting ice cube is my concern. Also, I think $T and $VZ are trading at single digit earnings/FCF multiples and I own both of them. Thanks for the suggestion, I appreciate it. 

[John Hjorth]

5 minutes ago, mananainvesting said:

I am ridiculously concentrated on Fairfax Financial. 

 

Please don't get ridiculous.

[giulio]

6 hours ago, hardcorevalue said:

i mean ffh is 8x

Buying anything other than fairfax (both ffh and fih) feels so wrong...way cheaper than anything else...but also a >30% position for me.

I worry I might not get another chance to buy csu this cheap. 

Hopefully I'll have something to trim by the end of the year!

 

 

[Saluki]

A little Fairfax, MSCI and Constellation Software. 

[Spekulatius]

Added to HONA, AMRZ, ASR, LILAP. Rebought some BOL.PA