aws Posted June 14, 2022 Posted June 14, 2022 More Berkshire in the 270s. Feels good to see prices like this again. Also shorting a couple of puts (270 for 7/1 and 265 for 7/15).
CafeB Posted June 14, 2022 Posted June 14, 2022 TROX, PPG (Akzo warned: AkzoNobel updates Q2 outlook based on impact of China lockdowns and slower start to the EMEA DIY season | AkzoNobel)
gokou3 Posted June 14, 2022 Posted June 14, 2022 BIR.to. Montney NG producer. Big drop today due to a LNG plant being out for longer than expected.
Spekulatius Posted June 14, 2022 Posted June 14, 2022 (edited) ATVI (merger arb). Sold part of my HENKY (crystallizing tax losses) and bought AKZA (AKZOY) from proceeds. Edited June 14, 2022 by Spekulatius
no_free_lunch Posted June 14, 2022 Posted June 14, 2022 Small position in META. Seems too cheap. 12 PE and 15% of the market cap in cash. Not without risks of course but at these prices I'm willing to roll the dice.
LearningMachine Posted June 15, 2022 Posted June 15, 2022 1 hour ago, no_free_lunch said: Small position in META. Seems too cheap. 12 PE and 15% of the market cap in cash. Not without risks of course but at these prices I'm willing to roll the dice. Did you mean about 10% not 15%?
no_free_lunch Posted June 15, 2022 Posted June 15, 2022 I guess it is 10%. I was including Cash + Receivables.
formthirteen Posted June 15, 2022 Posted June 15, 2022 8 hours ago, Spekulatius said: Sold part of my HENKY (crystallizing tax losses) and bought AKZA (AKZOY) from proceeds. PPG offered 96.75€ in 2017 vs. today's price of 70.74€. PPG P/E 25 vs. AKZA P/E 16. Selling paint is a simple and good business?
lnofeisone Posted June 15, 2022 Posted June 15, 2022 2 hours ago, investor1 said: AVLR I am a long term holder of this that probably should've sold at $150. They are solving a legitimate problem that will only get more complicated with states trying to improve tax compliance. There isn't really any competitors that do what Avalara does. What's not seen is that Avalara can help states to collect taxes and taxpayers by helping devise favorable tax strategies (think multinational corporations with multi-jurisdiction procurements with tax and credit issues). I also really like Xero (XROLF).
Pessoa Posted June 15, 2022 Posted June 15, 2022 13 hours ago, WFF said: Added to JOE. You added twice, eh?
Sinbius Posted June 15, 2022 Posted June 15, 2022 (edited) DVA ... very small position for my style ...I think I'm influenced by the macro picture and I don't want to be completely invested...I want to have some cash...I'm 15% cash... I really hope the obvious big increase in interest rates and macro recession and further market crash ahead don't come true so I have a real reason to never ever look at the macro picture again....I hate to be influenced by it...and I hate spending time on it... Edited June 15, 2022 by Sinbius
WFF Posted June 15, 2022 Posted June 15, 2022 2 hours ago, Pessoa said: You added twice, eh? actually three times. Added more again. The first time was a starter and as it dropped I just kept adding. Probably a 5% position this far.
Blugolds Posted June 16, 2022 Posted June 16, 2022 Added to BRK 273 and some change..we get into the 250-260 range and Im bringing out the big guns
Agrippa07 Posted June 16, 2022 Posted June 16, 2022 (edited) added to BRK,Charter, Meta PYPL, IAC, Exor, and SPY - also opened a new position in PSH and ATVI (equity and calls) --- Edited June 16, 2022 by Agrippa07 Meta, Charter and ATVI
DooDiligence Posted June 16, 2022 Posted June 16, 2022 Averaged up on EW 5 minute elevator pitch based on the last 10K also Added a little BRK & DIS Looking to add to GOOGL When I run out of FOMO $$$ (a little over 9% left), I'm going to delete the Fidelity bookmark from my browser & remove their app from my phone.
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