Spekulatius Posted May 4, 2023 Share Posted May 4, 2023 Adding some FNF and restarting LHX position here. Link to comment Share on other sites More sharing options...
Castanza Posted May 4, 2023 Share Posted May 4, 2023 VTS Link to comment Share on other sites More sharing options...
jfan Posted May 4, 2023 Share Posted May 4, 2023 tpl Link to comment Share on other sites More sharing options...
Luke Posted May 4, 2023 Share Posted May 4, 2023 Exited Meta and will add proceeds to current holdings or maybe a new position into Texas Instruments i am researching ATM Link to comment Share on other sites More sharing options...
Red Lion Posted May 4, 2023 Share Posted May 4, 2023 Added to OWL Link to comment Share on other sites More sharing options...
Charlie Posted May 5, 2023 Share Posted May 5, 2023 Bought some Berkshire b shares, mostly because Apple shares rising and insurance seems to be doing pretty good. Link to comment Share on other sites More sharing options...
dealraker Posted May 6, 2023 Share Posted May 6, 2023 (edited) Added to LHX. After selling out of EWBC a short time ago to buy land I bought a tad today. Edited May 6, 2023 by dealraker Link to comment Share on other sites More sharing options...
Red Lion Posted May 8, 2023 Share Posted May 8, 2023 Bought more OWL bringing it up to full weighting in my basket of alt asset managers. Link to comment Share on other sites More sharing options...
Gregmal Posted May 9, 2023 Share Posted May 9, 2023 Added a small bit to HHC at 74. Not thrilled about having to deal with crummy management now, but very keen on being a pre IPO investor in Ackman Enteprises. Link to comment Share on other sites More sharing options...
Ross812 Posted May 9, 2023 Share Posted May 9, 2023 Bough a little more Nintendo this morning brining it to a 5% position. Added a little bit to DFIN yesterday and sold a few $40 puts on CASH. Link to comment Share on other sites More sharing options...
Red Lion Posted May 9, 2023 Share Posted May 9, 2023 VNO/M in my 401k. Link to comment Share on other sites More sharing options...
Luke Posted May 9, 2023 Share Posted May 9, 2023 I sold some Amazon (current average USD 87) to add to Exor. Link to comment Share on other sites More sharing options...
Malmqky Posted May 10, 2023 Share Posted May 10, 2023 MSGE, MSGS Link to comment Share on other sites More sharing options...
Ulti Posted May 10, 2023 Share Posted May 10, 2023 adding to BTI Link to comment Share on other sites More sharing options...
nwoodman Posted May 10, 2023 Share Posted May 10, 2023 Picked up a few more FRFHF Link to comment Share on other sites More sharing options...
dpetrescu Posted May 11, 2023 Share Posted May 11, 2023 Bought some more 2 year Autodesk options over the last week. Link to comment Share on other sites More sharing options...
frommi Posted May 11, 2023 Share Posted May 11, 2023 bought some CVS Link to comment Share on other sites More sharing options...
DooDiligence Posted May 11, 2023 Share Posted May 11, 2023 A little more Disney. Link to comment Share on other sites More sharing options...
nwoodman Posted May 11, 2023 Share Posted May 11, 2023 7974.T Nintendo Link to comment Share on other sites More sharing options...
frommi Posted May 12, 2023 Share Posted May 12, 2023 more FFH Link to comment Share on other sites More sharing options...
Spekulatius Posted May 12, 2023 Share Posted May 12, 2023 Small add to my BTI cig buts. Link to comment Share on other sites More sharing options...
sleepydragon Posted May 12, 2023 Share Posted May 12, 2023 CKHUY / 0001.HK Link to comment Share on other sites More sharing options...
EBITDAg Posted May 12, 2023 Share Posted May 12, 2023 WFC-L. ~6.6% yield that might as well be a perpetuity. Will hold for a long time or sell if rates plunge in future and these go back to ~$1300+ again. Link to comment Share on other sites More sharing options...
Santayana Posted May 12, 2023 Share Posted May 12, 2023 More FRFHF at $695. Link to comment Share on other sites More sharing options...
Gregmal Posted May 12, 2023 Share Posted May 12, 2023 Bought a bunch of FRPH last 5 minutes of the day. Link to comment Share on other sites More sharing options...
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