What are you buying today?

[wabuffo]

LUB at the open - but I may also be selling it today.  ???

 

wabuffo

[StevieV]

CVS, ENB, KW

 

Viking,

 

Any thoughts on how and to what extent the virus will impact KW's business?  More multi-family in their portfolio than anything, but still have commercial and retail exposure.  Multi-family should be less impacted, but some changes from people shifting where they live.

 

Possibly some opportunities as well.

 

SteveV

[nspo]

NTDOY, CVS

[bathtime]

DMRC. IMO, still cheap even after today's 20% move. Current market cap equivalent to legacy central banks business. Platform optionality starting to come together - of which plastics/recycling is just one of many markets. Baillie Gifford (longterm TSLA investors) owns 6%.

 

https://www.digimarc.com/about/news-events/press-releases/2020/09/08/digimarc-at-center-of-pan-european-development-of-digital-watermarking-for-improved-plastic-sortation-and-recycling

[Gregmal]

Bought more 9/25 $100 AAPL puts.

[Spekulatius]

NTDOY, CVS

 

CVS getting some love here. I also added a tiny bit.

[Ice77]

JWS - Barry Sternlicht's SPAC

 

Has Barry discussed the industry he might use the funds?

 

"Jaws Acquisition Corp., led by Chairman Barry S. Sternlicht and Chief Executive Officer Joseph L. Dowling, will not be limited to a particular industry or geographic region in its identification and acquisition of a target company, except that it does not intend to pursue real estate, lodging or energy infrastructure assets."

 

 

[petec]

ATCO, BAM.

[nspo]

NTDOY, CVS

 

CVS getting some love here. I also added a tiny bit.

 

I initiated a starter position. Still finishing up my research. Looks compelling at current valuation with mid/high single digit growth.

[Casey]

More Dropbox

[Gregmal]

Bought some PSTH warrants

[jgyetzer]

LILAR. Sucker for a Malone special situation.

[CorpRaider]

JBGS, VNO, SLG, EQC, PGRE

[Lance]

This week.

 

Adds:  BTLCY, DVYE, TPL and WPM 

New positions:  GMOYF (GMO Internet) and GBTC (Grayscale Bitcoin Trust) 

Options:  wrote puts on MMP 

 

Thanks

Lance

[Viking]

FFH (sold BRK, which was up 20% from purchase). So essentially a flip of positions.

[gfp]

What is attractive about Grayscale Bitcoin Trust?  Why wouldn't you just buy bitcoin directly instead?  A 12% premium to bitcoin NAV and a 2% annual expense ratio.  Is this just because you want to own bitcoin in an IRA?

 

This week.

 

Adds:  BTLCY, DVYE, TPL and WPM 

New positions:  GMOYF (GMO Internet) and GBTC (Grayscale Bitcoin Trust) 

Options:  wrote puts on MMP 

 

Thanks

Lance

[Lance]

Hi GFP, yes, purchased this in my kids IRAs.  I hold bitcoin at Coinbase and in wallets. 

 

Thanks

Lance

[Spekulatius]

Small add to CVS and a starter in ANTM.

[york]

New positions in Smartsheet SMAR and Teladoc Health TDOC.

Smartsheet has preformed well in a crowded market and personally think it is a great product.

Teladoc is a company that has aggressively cornered their circle of competence... and I love it.

[Gregmal]

Sold some more SPAQ and put proceeds into WFC and JBGS

[Viking]

Added to FFH; starter position in FIH (Fairfax India)

[CorpRaider]

BAC

[Gregmal]

More AAPL puts/short positions. If one gives any credibility to charts representing a psychological leaning of market participants, this is going down...short term at least. Every rally has gotten faded and the event was just a dud.

[Spekulatius]

Added to ORI and a bit CVS

[TwoCitiesCapital]

More AAPL puts/short positions. If one gives any credibility to charts representing a psychological leaning of market participants, this is going down...short term at least. Every rally has gotten faded and the event was just a dud.

 

+1