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Posted

Small starters in BOMN and Z. The latter of which I finally decided to make the shift from psychologically being a bear and disliking many of the traditional metrics...and realizing that 1) its been a great investment over the years, and 2) if my housing thesis plays out this will be a gloriously good investment. Will see how it goes. 

Posted (edited)

Within the last couple of days, I've :

1. Added to BRK.B,

2. Added to BAM,

3. Added to MC.PA, &

4. Added to SCHO.CPH,

[all, small additions],

Furthermore,

5. Added to NORTHM.CPH, [North Media A/S]

6. Started a new position in SPG.CPH [SP Group A/S], &

7. Started a new position in RTX.CPH [RTX A/S].

- - - o 0 o - - 

All small portfolio movements.

Edited by John Hjorth
Posted (edited)
35 minutes ago, changegonnacome said:

Why S over E.....seeing as Dolan & E are effectively stealing S 🙂 ......you anticipating alternative bidders coming in?

I have both. S just seems relatively cheaper with much less risk. Just less of a catalyst/reopening play. Dolans done mighty fine in regards to creating shareholder value over the years, so Id expect that to continue. 

 

EDIT: also added a few JOE today

Edited by Gregmal
Posted

Starter position in Gores Holdings (GHVI), which is down 50% from February high and being slammed along with all the other SPAC's and technology stocks despite already locking in a very interesting business (Matterport). I (think) could be a multi-bagger.

Posted
9 hours ago, Gregmal said:

I have both. S just seems relatively cheaper with much less risk. Just less of a catalyst/reopening play. Dolans done mighty fine in regards to creating shareholder value over the years, so Id expect that to continue. 

 

EDIT: also added a few JOE today

Got ya makes sense - I've read a couple of articles, one recently with Pete Townsend from the Who and he was talking about touring artists fighting over venue availability.......bodes well for MSG, Radio City, Beacon, Chicago Theatre etc. 

Posted

FLOW Traders - a forward PE of 6x and a dividend yield of "a lot". Its normally a hedge position but its performing more like a deep value stock that one would long.

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