What are you buying today?

[Paarslaars]

I folded and bought some Prosus calls.

[Luke]

41 minutes ago, Paarslaars said:

I folded and bought some Prosus calls.

xD Which Timeframe? 

[Paarslaars]

Dec '25 30€

Edited December 29, 2023 by Paarslaars

[KPO]

CPRI

[Luke]

Liquidated BRK, added to Consol Energy

[Luke]

Bought some more Prosus on margin...

[Saluki]

Added some CPNG and NTDOY 

[Malmqky]

Starter in eBay

[Whensthepaintdry?]

Added to BOC and NNI 

[dipod]

SAVE, JOE, EBAY, AIV, CPNG, FIXX, and ALVR

[tnathan]

APPF - this is in the same bucket as my PCOR and ADSK that I've been building. Might not be the fastest grower, but the runway is so long within the SMB segment and APPF's ability to move upmarket and challenge inferior competitors in the enterprise segment will ensure this is eventually a $20B stock. Don't know when it'll happen but it will.

[Spekulatius]

DOCS.L Dr. Marten (starter) and an add to RI.PA (Cognac trade war)

Edited January 5, 2024 by Spekulatius

[KJP]

Keck Seng Investments (0184.HK)

[Spekulatius]

Sold my starter in $CI in tax deferred accounts and added to my $HUM starter from the sales proceeds.

 

[Paarslaars]

Some more Jan '26 17$ PACB calls.

[bargainman]

55 minutes ago, Paarslaars said:

Some more Jan '26 17$ PACB calls.

 what is your thesis on this?

[Seoshin]

Added to $NTDOY and a small starter position on $DFH and $LMN to spur me to more research.

[Spekulatius]

Added a bit to my $NNI and $APA starters. Both very small still.

[Paarslaars]

18 hours ago, bargainman said:

 what is your thesis on this?

I have a small position betting on a few biotech companies as I expect the industry to do well with lower interest rates.

PACB specifically dropped 18% yesterday on some preliminary earnings that seemed fine to me, full results will be reported tomorrow. I believe this was an overreaction and want to capitalize on this.

[valueventures]

17 hours ago, Seoshin said:

Added to $NTDOY and a small starter position on $DFH and $LMN to spur me to more research.

What are your thoughts on $LMN valuation after the significant run-up in price post-spinoff?

[Ross812]

Added to NNI.

[villainx]

Picked up some SAVE calls.

[Seoshin]

6 hours ago, valueventures said:

What are your thoughts on $LMN valuation after the significant run-up in price post-spinoff?

It is expensive tbh there's no denying on that. The starter position (really small) is more for me to be obligated to study it more further. I believe the current price won't be sustainable in the short term and I might increase my position when the price goes lower but that is after I try to thoroughly study the communications and media verticals it resides and perhaps deem the valuation can be right that time who knows.

[Spekulatius]

4 hours ago, Ross812 said:

Added to NNI.

Same here.

[Paarslaars]

Traded my SAVE calls from January to March.

If the judge rules today I'll be so pissed. 

Edited January 10, 2024 by Paarslaars