Libs Posted April 22, 2021 Posted April 22, 2021 On 4/20/2021 at 10:26 AM, wabuffo said: IDN - Intellicheck. Very speculative micro-cap. Could be a mistake. Wabuffo This is interesting. Hard to see if their current edge in technology lasts. But the CEO has a good record of growing & selling off businesses.
wabuffo Posted April 22, 2021 Posted April 22, 2021 I'll start a new topic to discuss - if you like. I think their technological edge will last for quite a while. wabuffo
Libs Posted April 22, 2021 Posted April 22, 2021 1 hour ago, wabuffo said: I'll start a new topic to discuss - if you like. I think their technological edge will last for quite a while. wabuffo Sure!
Jmac42600 Posted April 22, 2021 Posted April 22, 2021 Just bought some PLBY and PCT. Both recently went public via SPAC, have wide moats, and have a lot of growth potential ahead.
Gregmal Posted April 22, 2021 Posted April 22, 2021 Started a plain vanilla short on NFLX. ~1.5% position.
LC Posted April 22, 2021 Posted April 22, 2021 (edited) I did the same. Prefer puts but the premium is a bit high. NFLX has quite a bit of headwinds ahead of it. Competition is not going anywhere and will just intensify, I am not sure where they can squeeze additional growth, and with COVID winding down, my guess is more people would prefer to be outside vs. their living room. I also rarely short so this is a smaller % of the portfolio compared to Greg's above. Edited April 22, 2021 by LC
Charlie Posted April 23, 2021 Posted April 23, 2021 Bought some Berkshire b shares. Business results should be very good and there could be a pre-Berkshire annual meeting rallye.
blindsquirrel Posted April 23, 2021 Posted April 23, 2021 Im buying some Etsy , the next decade is gonna be fun ! https://blindsquirrel.substack.com/p/etsy-the-power-of-special
Castanza Posted April 23, 2021 Posted April 23, 2021 5 hours ago, blindsquirrel said: Im buying some Etsy , the next decade is gonna be fun ! https://blindsquirrel.substack.com/p/etsy-the-power-of-special Agreed, enjoyed the writeup. I've been accumulating a position as well. 1
Castanza Posted April 23, 2021 Posted April 23, 2021 (edited) Small position in JOE, added to ETSY. APTS Edited April 23, 2021 by Castanza
irnovo Posted April 25, 2021 Posted April 25, 2021 On 4/20/2021 at 1:26 PM, wabuffo said: IDN - Intellicheck. Very speculative micro-cap. Could be a mistake. IDN has nice growth potential and valuation is "cheap". Seems like they use AAMVA/DMV database for ID verification. I am curious do they have exclusive right to the use of databases for ID check? Can any other company also offer similar service by accessing the same databases?
Gregmal Posted April 26, 2021 Posted April 26, 2021 NVDA. Have come around to liking quite a bit the prospects of a long Z at 1%, long NVDA at 1%, and short NFLX at 1.5% trade.
Libs Posted April 28, 2021 Posted April 28, 2021 More CASH, at 3X what I paid a year ago. 10% position now.
wabuffo Posted April 28, 2021 Posted April 28, 2021 More CASH, at 3X what I paid a year ago. 10% position now. Diamond hands, never sell...... LOL wabuffo
fareastwarriors Posted April 28, 2021 Posted April 28, 2021 2 hours ago, formthirteen said: Adding to FB Maybe we should've bought more.
formthirteen Posted April 29, 2021 Posted April 29, 2021 7 hours ago, fareastwarriors said: Maybe we should've bought more. Yes Feels like I am too diversified and FB is one of my high-conviction ideas that I would be comfortable having a 10% position in, but I'm not there yet.
Gregmal Posted April 29, 2021 Posted April 29, 2021 Trimmed some BRKB, added to ARKG short, PTON puts, and picked up a few MSFT+APTS.
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