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Posted (edited)

Starter position in TVK.TO / TRRVF. Price has gone up a lot (largely from execution rather than multiple expansion), and the last quarter was terrific. Would look to average down and build a full position if/when we get a broader correction.

Edited by valueventures
Posted
2 hours ago, valueventures said:

Starter position in TVK.TO / TRRVF. Price has gone up a lot (largely from execution rather than multiple expansion), and the last quarter was terrific. Would look to average down and build a full position if/when we get a broader correction.

What % would be a full position for you on this one? 
 

Posted

Small adds to OXY, JOE and TV.   I had a resting sell order for some SWBI shares at $14 and I got a fill yesterday, so I had to do something with it. 

Posted
1 hour ago, valueventures said:

Like 5% of my actively managed portfolio and if it performs well, I'd let it grow into a larger %.

Thanks

Posted
17 minutes ago, nwoodman said:

6758.T SONY

Interesting, what do you see here? I found it quite expensive at first glance, high capex. What's your thesis? 

Posted
10 minutes ago, Luca said:

Interesting, what do you see here? I found it quite expensive at first glance, high capex. What's your thesis? 

A sucker for their music business. 

Posted
On 2/7/2024 at 3:59 PM, Gmthebeau said:

The average US investor has no ability to analyze China.  Have you traveled there?  Hit the ground talking to people, companies, etc?  China is notorious for lying, fraud, fake accounting, entire companies that are total frauds.  If you are hellbent on investing in China at least hire a fund manager who lives there or Hong Kong.  Otherwise, stop wasting your time and money on this garbage.

 

5 minutes ago, Gmthebeau said:

XOM leaps, JD, BABA, CLF, INTC

You've had a change of heart on Valentine's. LoL

Posted (edited)
17 minutes ago, Gmthebeau said:

 

Yea, the sentiment is to negative now.  

 

LOL sentiment from who? Every hedge fund and talking head is pumping China right now. If anything the sentiment is positive as Chinese equities are at 52 week lows.

 

Regardless of sentiment your initial comment has little to do with sentiment...

 

Edited by Castanza
Posted
2 minutes ago, Castanza said:

 

LOL sentiment from who? Every hedge fund is pumping China right now. If anything the sentiment is positive as Chinese equities are at 52 week lows.

 

Regardless of sentiment your initial comment has little to do with sentiment...

 

Sentiment from this board.  Whatever man, I don't need to justify why I bought it to anyone.

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