WFF Posted January 11 Share Posted January 11 Bought some OXY, am guessing Berkshire will buy and push it back up. Might as well make a few bucks from Mr. Market’s emotion. Link to comment Share on other sites More sharing options...
cash_incinerator Posted January 12 Share Posted January 12 Yumc starter. Curious if anyone understands a bear case outside of general negative sentiment on china. Big picture future seems very clear and bullish to me though. Link to comment Share on other sites More sharing options...
Grafter Posted January 12 Share Posted January 12 Starter position in ssd. Link to comment Share on other sites More sharing options...
valueventures Posted January 12 Share Posted January 12 IWGFF, looking to benefit from transition to capital-light model Link to comment Share on other sites More sharing options...
Spekulatius Posted January 12 Share Posted January 12 Bought more $HUM on the UNH induced scare this morning. Link to comment Share on other sites More sharing options...
Grafter Posted January 12 Share Posted January 12 Bought some abg after the recent drop. But then I trade in and out of it due to the violatity. Link to comment Share on other sites More sharing options...
Spekulatius Posted January 12 Share Posted January 12 1 hour ago, Grafter said: Bought some abg after the recent drop. But then I trade in and out of it due to the violatity. "Violatility" - I like this expression. Link to comment Share on other sites More sharing options...
sleepydragon Posted January 13 Share Posted January 13 bought some BUR on Friday Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted January 16 Share Posted January 16 Adding to eBay then going to the gym to decide how to size it. Seems unreasonably cheap at 40. 1 Link to comment Share on other sites More sharing options...
Joseywales Posted January 16 Share Posted January 16 Added to BABA Link to comment Share on other sites More sharing options...
jckund Posted January 16 Share Posted January 16 28 minutes ago, Cod Liver Oil said: Adding to eBay then going to the gym to decide how to size it. Seems unreasonably cheap at 40. Agree... Link to comment Share on other sites More sharing options...
Ross812 Posted January 16 Share Posted January 16 On 1/12/2024 at 9:49 AM, Spekulatius said: Bought more $HUM on the UNH induced scare this morning. Bough HUM this morning as well. Link to comment Share on other sites More sharing options...
Spekulatius Posted January 16 Share Posted January 16 Adding to $JCI here (CEO left - stock down ~6%) Link to comment Share on other sites More sharing options...
ArminvanBuyout Posted January 16 Share Posted January 16 3 minutes ago, Spekulatius said: Adding to $JCI here (CEO left - stock down ~6%) From what I remember, people loved the CFO (it was the CFO leaving), and he was slated to become CEO once current COE leaves, so for CFO to leave is negative sentiment for outlook Link to comment Share on other sites More sharing options...
Spekulatius Posted January 16 Share Posted January 16 1 hour ago, ArminvanBuyout said: From what I remember, people loved the CFO (it was the CFO leaving), and he was slated to become CEO once current COE leaves, so for CFO to leave is negative sentiment for outlook Thank you for the correction. Clearly a negative but I think for an industrial, the CFO is not as critical than for a bank for example. So, I am upping my position a bit. Sometimes, the leadership changes are harbinger of bad news (earnings misses etc. ) to come, so one should be aware of the risk. Link to comment Share on other sites More sharing options...
Saluki Posted January 16 Share Posted January 16 Small adds to CPNG, OXY and BTI. Trimmed a little STNG and HHH to free up the cash. Link to comment Share on other sites More sharing options...
WFF Posted January 17 Share Posted January 17 Added to OXY and 1658.HK Link to comment Share on other sites More sharing options...
Spekulatius Posted January 17 Share Posted January 17 Seems like a good day to add $CPNG Link to comment Share on other sites More sharing options...
Lance Posted January 17 Share Posted January 17 Prosus Thanks Lance Link to comment Share on other sites More sharing options...
Saluki Posted January 17 Share Posted January 17 1 hour ago, Spekulatius said: Seems like a good day to add $CPNG Other than the Korea competitor alleging anticompetitive pricing, why do you think it's down over 10% in two days? I see some negative articles about North Korea saber rattling and China, but nothing specific to CPNG that would justify this. I'm still adding in very small bites. I have a medium position and I had planned just to sit on it for another year, but sometimes I see the price drop on a stock and I feel like I'm watching my girlfriend at a shoe sale. Link to comment Share on other sites More sharing options...
ourkid8 Posted January 17 Share Posted January 17 Added to BABA Link to comment Share on other sites More sharing options...
InsecurityAnalysis Posted January 17 Share Posted January 17 56 minutes ago, Saluki said: Other than the Korea competitor alleging anticompetitive pricing, why do you think it's down over 10% in two days? I see some negative articles about North Korea saber rattling and China, but nothing specific to CPNG that would justify this. I'm still adding in very small bites. I have a medium position and I had planned just to sit on it for another year, but sometimes I see the price drop on a stock and I feel like I'm watching my girlfriend at a shoe sale. Only other thing seen from my news feed was one downgrade from buy to hold. But nothing other than that... Link to comment Share on other sites More sharing options...
Williams406 Posted January 17 Share Posted January 17 Still more Pantheon. Link to comment Share on other sites More sharing options...
LC Posted January 17 Share Posted January 17 49 minutes ago, Williams406 said: Still more Pantheon. Could you share the current status summary? I stopped following about a year ago, I wasn't super impressed with management. Link to comment Share on other sites More sharing options...
Spekulatius Posted January 17 Share Posted January 17 3 hours ago, Saluki said: Other than the Korea competitor alleging anticompetitive pricing, why do you think it's down over 10% in two days? I see some negative articles about North Korea saber rattling and China, but nothing specific to CPNG that would justify this. I'm still adding in very small bites. I have a medium position and I had planned just to sit on it for another year, but sometimes I see the price drop on a stock and I feel like I'm watching my girlfriend at a shoe sale. No idea, but an analyst from Citigroup downgraded the stock according to my newsfeed from IB. I typically ignore brokerage downgrades, I don’t think it’s something to fret about, unless they really present some new facts. Link to comment Share on other sites More sharing options...
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