abwillingham Posted April 10, 2021 Share Posted April 10, 2021 Finally got over my utter distaste of the CCP and loaded up on BABA. Link to comment Share on other sites More sharing options...
raj1234 Posted April 10, 2021 Share Posted April 10, 2021 Cloning Munger, buying BABA. Link to comment Share on other sites More sharing options...
Broeb22 Posted April 12, 2021 Share Posted April 12, 2021 FERG Link to comment Share on other sites More sharing options...
Gregmal Posted April 13, 2021 Share Posted April 13, 2021 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. Link to comment Share on other sites More sharing options...
John Hjorth Posted April 13, 2021 Share Posted April 13, 2021 (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 April 15, 2021 by John Hjorth Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 13, 2021 Share Posted April 13, 2021 Added to INDT and APTS No high conviction ideas so I just keep adding to my small positions. Link to comment Share on other sites More sharing options...
Castanza Posted April 13, 2021 Share Posted April 13, 2021 Re-established a position in PLTR the last few days. Will average in if prices stay in current range. Link to comment Share on other sites More sharing options...
Castanza Posted April 14, 2021 Share Posted April 14, 2021 (edited) Trimmed RTX in my non-taxable account and shifted proceeds into LMT and GD Edited April 14, 2021 by Castanza Link to comment Share on other sites More sharing options...
cubsfan Posted April 14, 2021 Share Posted April 14, 2021 DISCK $32.60 Link to comment Share on other sites More sharing options...
formthirteen Posted April 14, 2021 Share Posted April 14, 2021 More BTI with proceeds from WFC Link to comment Share on other sites More sharing options...
Gregmal Posted April 16, 2021 Share Posted April 16, 2021 Added a bit more of MSGS. Link to comment Share on other sites More sharing options...
Castanza Posted April 20, 2021 Share Posted April 20, 2021 (edited) MO, APTS, GRBK, ETSY Edited April 20, 2021 by Castanza Link to comment Share on other sites More sharing options...
changegonnacome Posted April 20, 2021 Share Posted April 20, 2021 On 4/16/2021 at 12:30 PM, Gregmal said: Added a bit more of MSGS. Why S over E.....seeing as Dolan & E are effectively stealing S ......you anticipating alternative bidders coming in? Link to comment Share on other sites More sharing options...
Gregmal Posted April 20, 2021 Share Posted April 20, 2021 (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 April 20, 2021 by Gregmal Link to comment Share on other sites More sharing options...
Agrippa07 Posted April 20, 2021 Share Posted April 20, 2021 added to MO and smaller additions to BABA, VIAC and DISCK Link to comment Share on other sites More sharing options...
SleepyCapital Posted April 20, 2021 Share Posted April 20, 2021 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. Link to comment Share on other sites More sharing options...
wabuffo Posted April 20, 2021 Share Posted April 20, 2021 (edited) IDN - Intellicheck. Very speculative micro-cap. Could be a mistake. Edited April 20, 2021 by wabuffo Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 20, 2021 Share Posted April 20, 2021 More INDT and APTS Link to comment Share on other sites More sharing options...
Fahrweid Posted April 20, 2021 Share Posted April 20, 2021 Litte bit of MO & TCEHY Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 20, 2021 Share Posted April 20, 2021 Picked up some Prosus Link to comment Share on other sites More sharing options...
MattR Posted April 20, 2021 Share Posted April 20, 2021 Increased my positions in Mo and BTI. Was cheap before even cheaper now. Link to comment Share on other sites More sharing options...
changegonnacome Posted April 21, 2021 Share Posted April 21, 2021 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. Link to comment Share on other sites More sharing options...
Ilyich Posted April 21, 2021 Share Posted April 21, 2021 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. Link to comment Share on other sites More sharing options...
John Hjorth Posted April 21, 2021 Share Posted April 21, 2021 Added to SCHO.CPH today. Link to comment Share on other sites More sharing options...
Gregmal Posted April 21, 2021 Share Posted April 21, 2021 picked up a few NVR Link to comment Share on other sites More sharing options...
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