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 Saturday at 10:34 AM 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 Saturday at 10:11 AM 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 Saturday at 04:57 PM by Spekulatius

[50centdollars]

11 hours ago, EgonKuhn said:

 

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.

I agree with 6-7% will be normal again. People still dont realize that these rates are normal and zero was abnormal. I once read, the average human only can remember 10 years back. Still need more time. 

[dealraker]

VEEV and SAP Wed, Thur, and Fri this week.

[gfp]

On 9/29/2023 at 3:23 PM, Spekulatius said:

Try Dry Riesling's from the Finger lakes and thank me later. I get mine from Buttonwood winery (member of the wine club) - they have very reasonable shipping. Those finger lake wines are harder to get in stores (perhaps a wine discounter will do it in your area).

 

FWIW, Kenwood was taken out by Pernod Ricard in 2014. Been buying their wines since I moved to the US (lived 3 miles from their tasting room for a good while). They had awesome fall sales (50% off almost everything) for friends and family which was almost everyone who lived in the area :-). Unfortunately the new owner (Pernod Ricard) has ceased these sales, although they do have sales that are good deals from time to time. Sign up for free to get on the mailing list. The Jack London wines are very good - and Pernod Ricard has improved this vineyards and the marketing since they owned it.

 

That said, wine is not a great business - to many rich people are in it just for the status and the bragging rights, I suppose.

ok!  I’m up north (although people tell me Virginia is still the south but it isn’t) and I got two bottles of dry Riesling from the finger lakes and I’m chilling them now so better late than never - thanks for the rec Spek

[thowed]

Wow - hadn't heard of this.  I am a fan of New World (Aus/NZ) Dry Rieslings - go really well with food.  Don't know what it's like in the US, but in the UK, most people are still suspicious of Riesling due to all the cheap, sweet stuff from Germany that was around in the 70s.