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]

On 7/21/2026 at 6:22 PM, mananainvesting said:

I am ridiculously concentrated on Fairfax Financial. 

 

Please don't get ridiculous. 

Edited 6 hours ago by John Hjorth

[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 

[nsx5200]

Averaging down in CNSWF(CSU) now that it's available on Robinhood.  Trying to nibble at the temporary lows to build up my position while keeping options to average down more if it drops more.

[Saluki]

9 hours ago, nsx5200 said:

Averaging down in CNSWF(CSU) now that it's available on Robinhood.  Trying to nibble at the temporary lows to build up my position while keeping options to average down more if it drops more.

 

I don't know if I deserve credit for this or not. But far be it from me to fail to take credit where credit taking is due. 

 

I ran into the head of legal, (who I used to work with ) at a conference and mentioned that it's silly that some huge OTC companies like Constellation or Kraken Robotics are not available on Robinhood, when much smaller Nasdaq and NYSE ones are. And that I use my other brokerages because of that, and I probably wasn't alone. 

 

He asked which ones I wasn't able to trade so I wrote down a few of them on a post-it note (Kraken, Constellation, Topicus, OTCM etc) and they are all on this list 

[Eldad]

Fairfax, Otis, BRO

[Saluki]

BMI

[Cod Liver Oil]

Adding to Tencent <$55. Tencent, Coupang and Nintendo may be permanently impaired by widening Western/Asian cultural chasms in spite of the quality of the businesses. My job is to buy great businesses at reasonable valuations; the rest is out of my control. Buffett wisely steered clear of this bs by sticking to US based companies.

Edited Thursday at 07:54 PM by Cod Liver Oil

[EgonKuhn]

Added to LEN-B (Lennar Corp.)

[benchmark]

2 hours ago, Cod Liver Oil said:

Adding to Tencent <$55. Tencent, Coupang and Nintendo may be permanently impaired by widening Western/Asian cultural chasms in spite of the quality of the businesses. My job is to buy great businesses at reasonable valuations; the rest is out of my control. Buffett wisely steered clear of this bs by sticking to US based companies.

I added cpng as well. it's like 30 cent on the dollar, but maybe we are all fools  

[dipod]

Nice big slug of CVRX common stock in the 4.7s. Nibbled on some LQDA common stock as well.

[jfan]

lmn.v

[Spekulatius]

Adds to UBER, HONA, ASR, BZU

[50centdollars]

On 7/23/2026 at 4:06 PM, EgonKuhn said:

Added to LEN-B (Lennar Corp.)

Whats your thesis? I get that housing stocks are cheap but seems like dead money to me unless the 10-year falls 100 bps.

Edited 7 hours ago by 50centdollars

[EgonKuhn]

2 minutes ago, 50centdollars said:

Whats your thesis? I get that housing stocks are cheap but seems like dead money to me unless the 10-year falls 100 bps.

 

In a way it's buying back my shares I sold for 159 USD two years ago. Valuation is back to P/B of 0.9 when I bought my initial position four years ago. I expect them to reach some normalized margins again in some years. Until then it will be dead money indeed.

 

People are creatures of habit. Give it a few more years, and mortgage rates of 6–7% will be "normal" again, just like 30 years ago.

[John Hjorth]

On 7/11/2026 at 1:56 PM, John Hjorth said:

Within the last days - since last post here by me in this topic on 2^nd July -, I have been adding to : ...

 

... BRK.B - Berkshire Hathaway, class B.

 

Within this week,  I added a bit more BRK.B - Berkshire Hathaway, class B, at USD 488.00.

 

- - - o 0 o - - -

 

During this week, I also added a bit more to  FFH.TO - Fairfax Financial Holdings Limited, subordinate voting shares. A limit order at CAD 2,250.00 filled at CAD 2.243,32, so about CAD 100 per share cheaper than last time.

[Saluki]

a little Fairfax and BMI

[Spekulatius]

Adds to DIS, ASR, Buzzi, HONA and lastly Uber at the close 

Edited 24 minutes ago by Spekulatius