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What are you buying today?


LowIQinvestor

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1 hour ago, nwoodman said:

Nintendo 7974.T.  Close to fully priced but their execution is blowing me away.  Totally irrational but it has similar vibes to me as buying Apple in 2014.

Close to fully priced? I disagree 🙂

 

With the rest, i agree 🙂

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More OWL. Now my largest position by invested capital at least, GOOGL stock and options might be worth more at current market. 
 

I’ve been doing a lot of thought about position sizing, perhaps increasing max position sizes. Otherwise I’m probably at my limit. 

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11 hours ago, nwoodman said:

Nintendo 7974.T.  Close to fully priced but their execution is blowing me away.  Totally irrational but it has similar vibes to me as buying Apple in 2014.

 

This is how I think about NTDOY. With the additional point being that one day I wouldn't be surprised if Apple tries to buy NTDOY.

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57 minutes ago, maplevalue said:

 

This is how I think about NTDOY. With the additional point being that one day I wouldn't be surprised if Apple tries to buy NTDOY.

This has also crossed my mind more than once.  Very low probability but not zero, although the ties to DIS would make it a bit awkward unless there is implicit blessing. 👍

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42 minutes ago, nwoodman said:

This has also crossed my mind more than once.  Very low probability but not zero, although the ties to DIS would make it a bit awkward unless there is implicit blessing. 👍

Nintendo is a Japanese Company , very hard to acquire. It’s also considered a national treasure in Japan which suggest it would get sold to a foreign company.

Apple does not make large acquisitions, they are builders not acquirers.

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BTI on margin in my IB account. I do have a ~35% T-bill position in another brokerage account which is largely earmarked for potential real estate deals/development, but I feel like I might as well keep the money earning 5% in T-bills rather than transfer money over. 

 

Overall I'm only running about 105% even on my IB account balance, I'm just very reluctant to use margin ordinarily. 

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18 hours ago, Saluki said:

Added a little more Scorpio Tankers.  I topped up my existing position about 10% more, hoping to follow @Parsad's method overweighting something slightly and then selling to get back to my original allocation when it goes back up. 

 

 

 

Have you elaborated on this thesis anywhere? I can't find a thread...

 

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