cubsfan Posted July 6, 2021 Share Posted July 6, 2021 (edited) DFH - $21.95 .... starting position. Dream Finder Homes - SunBelt! Edited July 6, 2021 by cubsfan Link to comment Share on other sites More sharing options...
maplevalue Posted July 6, 2021 Share Posted July 6, 2021 NTDOY starting position. Seems to be reasonably valued and also acts as a nice hedge if COVID takes longer than the market expects to go away. Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 6, 2021 Share Posted July 6, 2021 FRPH and NPSNY Link to comment Share on other sites More sharing options...
Spekulatius Posted July 6, 2021 Share Posted July 6, 2021 Added to my tracker of Prosus $PROHY today and added to $VNT. Link to comment Share on other sites More sharing options...
Monsieur_dee Posted July 7, 2021 Share Posted July 7, 2021 2 hours ago, Spekulatius said: Added to my tracker of Prosus $PROHY today and added to $VNT. Any reasoning why prosus on the Amsterdam exchange was up 2% & the ADR trading otc were down almost 5%? Link to comment Share on other sites More sharing options...
Spekulatius Posted July 7, 2021 Share Posted July 7, 2021 19 minutes ago, Monsieur_dee said: Any reasoning why prosus on the Amsterdam exchange was up 2% & the ADR trading otc were down almost 5%? Prosus traded yesterday ( and it traded significant down) in Amsterdam when the US markets were closed. So today’s move in the US followed Amsterdam’s move yesterday. Link to comment Share on other sites More sharing options...
Monsieur_dee Posted July 7, 2021 Share Posted July 7, 2021 6 minutes ago, Spekulatius said: Prosus traded yesterday ( and it traded significant down) in Amsterdam when the US markets were closed. So today’s move in the US followed Amsterdam’s move yesterday. Thank you! Link to comment Share on other sites More sharing options...
Castanza Posted July 7, 2021 Share Posted July 7, 2021 (edited) $SONY and $NTDOY thanks @maplevalue edit: $PSTH Edited July 7, 2021 by Castanza Link to comment Share on other sites More sharing options...
Gregmal Posted July 7, 2021 Share Posted July 7, 2021 3 minutes ago, Castanza said: $SONY and $NTDOY thanks @maplevalue Bro you cant to do that. The Asians are uninvestable. Them Japanese folks are terrible allocators and the Chinese are out to steal from Americans! Jokes aside Im a big fan of SONY as well. Lot of different, interesting stuff going on there. Link to comment Share on other sites More sharing options...
Castanza Posted July 7, 2021 Share Posted July 7, 2021 5 hours ago, Gregmal said: Bro you cant to do that. The Asians are uninvestable. Them Japanese folks are terrible allocators and the Chinese are out to steal from Americans! Jokes aside Im a big fan of SONY as well. Lot of different, interesting stuff going on there. Agreed and it seems pretty damn cheap to me. 2.5x book 20x. FB is cheap and it’s trading at what 7.5x book 30x? Same with NTDOY. Link to comment Share on other sites More sharing options...
Lance Posted July 8, 2021 Share Posted July 8, 2021 BABA Thanks Lance Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 8, 2021 Share Posted July 8, 2021 Added more to APTS Link to comment Share on other sites More sharing options...
Castanza Posted July 8, 2021 Share Posted July 8, 2021 More NTDOY and APTS Link to comment Share on other sites More sharing options...
Charlie Posted July 8, 2021 Share Posted July 8, 2021 (edited) I bought some Berkshire b shares. With Apple shares near all time high and Berkshire with probably very good results in August I think it's still cheap. Edited July 8, 2021 by Charlie Link to comment Share on other sites More sharing options...
CorpRaider Posted July 9, 2021 Share Posted July 9, 2021 I bot some BRKb too and a little TD. Link to comment Share on other sites More sharing options...
Fahrweid Posted July 9, 2021 Share Posted July 9, 2021 more of: TCEHY NTDOY BOLSAA (Mexican Stock Exchange) PRX (Prosus) starter/small position in deep value play: ELVT (credit goes to Plum Capital:https://plumcapital.substack.com/p/plum-capital-post-1-elevate-credit) Link to comment Share on other sites More sharing options...
Dynamic Posted July 9, 2021 Share Posted July 9, 2021 (edited) I had lightened up some positions recently and had a temporarily large cash balance, some of which I transferred to max out our tax free accounts for this tax year. Like a few above, I bought a bit of BRK.B yesterday around $273-274 equivalent in those accounts. I'm considering today writing/selling some 1 to 4 week BRK.B puts in boilermaker75 fashion around the $270-$275 strikes in my taxable account where I can trade options. Hopefully, I'll get a bit of premium income and then fill at some decent effective prices. Edited July 10, 2021 by Dynamic Link to comment Share on other sites More sharing options...
longlake95 Posted July 9, 2021 Share Posted July 9, 2021 Channeling Dazel - added to my already big position in SNC. Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 9, 2021 Share Posted July 9, 2021 $MO more $MO problems Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 9, 2021 Share Posted July 9, 2021 1 hour ago, Caleb Leal said: $STMP going private for $330 a share! Always new my thesis was right on this company. Congrats! Expect any higher bids to come in? Link to comment Share on other sites More sharing options...
Gregmal Posted July 9, 2021 Share Posted July 9, 2021 (edited) Continuing to play whack a mole, smashing the bid on weekly CLF puts. Also added a bit more JOE too today. Also started small BRG position earlier in the week. Disclaimer, dont follow me on this....its a shitshow schemeco IMO that hides behind great assets, but I think the force is strong enough on this one to grab $1-2 per share in relatively short order. Edited July 9, 2021 by Gregmal Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 9, 2021 Share Posted July 9, 2021 Some BRK.B too. Happy Friday! Link to comment Share on other sites More sharing options...
boilermaker75 Posted July 9, 2021 Share Posted July 9, 2021 9 hours ago, Dynamic said: I had lightened up some positions recently and had a temporarily large cash balance, some of which I transferred to max out our tax free accounts for this tax year. Like a few above, I bought a bit of BRK.B yesterday around $273-274 equivalent in those accounts. I'm considering today writing/selling some 1 to 4 week BRK.B puts in boilermaker76 fashion around the $270-$275 strikes in my taxable account where I can trade options. Hopefully, I'll get a bit of premium income and then fill at some decent effective prices. As I continue to do! Link to comment Share on other sites More sharing options...
ValueArb Posted July 12, 2021 Share Posted July 12, 2021 I bought a smaller position in a merger arb a couple months ago, NEWA, trying to pick up a 9% return from $3.35 to cash sale price of $3.65 in hopefully less than 6 months. But wierdest thing happened today. This weekend they announced shareholders had overwhelming approved merger, and it opened over $5. By the time I found out I was able to dump all my shares at $4.77. Announcer: It was not all his shares. Too late I figured out I had a bunch of shares in a account I had taken out of my trading group and was only able to get $3.87 for the rest. Still no news to explain this. It can't be a trading error, the trades went on for hours. This is the weirdest market ever. Link to comment Share on other sites More sharing options...
CorpRaider Posted July 13, 2021 Share Posted July 13, 2021 (edited) DFH, FRPH Edited July 13, 2021 by CorpRaider Link to comment Share on other sites More sharing options...
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