aws Posted June 14, 2022 Share 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). Link to comment Share on other sites More sharing options...
CafeB Posted June 14, 2022 Share 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) Link to comment Share on other sites More sharing options...
gokou3 Posted June 14, 2022 Share Posted June 14, 2022 BIR.to. Montney NG producer. Big drop today due to a LNG plant being out for longer than expected. Link to comment Share on other sites More sharing options...
Spekulatius Posted June 14, 2022 Share 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 Link to comment Share on other sites More sharing options...
Agrippa07 Posted June 14, 2022 Share Posted June 14, 2022 added to PYPL and MO Link to comment Share on other sites More sharing options...
no_free_lunch Posted June 14, 2022 Share 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. Link to comment Share on other sites More sharing options...
LearningMachine Posted June 15, 2022 Share 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%? Link to comment Share on other sites More sharing options...
no_free_lunch Posted June 15, 2022 Share Posted June 15, 2022 I guess it is 10%. I was including Cash + Receivables. Link to comment Share on other sites More sharing options...
formthirteen Posted June 15, 2022 Share 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? Link to comment Share on other sites More sharing options...
WFF Posted June 15, 2022 Share Posted June 15, 2022 Added to JOE. Link to comment Share on other sites More sharing options...
WFF Posted June 15, 2022 Share Posted June 15, 2022 Added to JOE. Link to comment Share on other sites More sharing options...
investor1 Posted June 15, 2022 Share Posted June 15, 2022 AVLR Link to comment Share on other sites More sharing options...
lnofeisone Posted June 15, 2022 Share 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). Link to comment Share on other sites More sharing options...
Pessoa Posted June 15, 2022 Share Posted June 15, 2022 13 hours ago, WFF said: Added to JOE. You added twice, eh? Link to comment Share on other sites More sharing options...
Sinbius Posted June 15, 2022 Share 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 Link to comment Share on other sites More sharing options...
adesigar Posted June 15, 2022 Share Posted June 15, 2022 Added to JOE and BRK.B Link to comment Share on other sites More sharing options...
WFF Posted June 15, 2022 Share 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. Link to comment Share on other sites More sharing options...
Blugolds11 Posted June 16, 2022 Share 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 Link to comment Share on other sites More sharing options...
Gregmal Posted June 16, 2022 Share Posted June 16, 2022 Berkshire, msge and Joe. Come to papa. Link to comment Share on other sites More sharing options...
AzCactus Posted June 16, 2022 Share Posted June 16, 2022 BRK, FB, WGO and FAST Link to comment Share on other sites More sharing options...
Agrippa07 Posted June 16, 2022 Share 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 Link to comment Share on other sites More sharing options...
DooDiligence Posted June 16, 2022 Share 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. Link to comment Share on other sites More sharing options...
sleepydragon Posted June 16, 2022 Share Posted June 16, 2022 JPM Link to comment Share on other sites More sharing options...
nwoodman Posted June 16, 2022 Share Posted June 16, 2022 BRK.B Link to comment Share on other sites More sharing options...
backtothebeach Posted June 16, 2022 Share Posted June 16, 2022 ATVI Link to comment Share on other sites More sharing options...
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