CorpRaider Posted Tuesday at 08:17 PM Share Posted Tuesday at 08:17 PM MGM, PARA Link to comment Share on other sites More sharing options...
Lance Posted Wednesday at 04:38 PM Share Posted Wednesday at 04:38 PM BTC and IBIT Thanks Lance Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted Wednesday at 06:37 PM Share Posted Wednesday at 06:37 PM Fairfax India. It is an imperfect vehicle, but a cheap way to own Indian infrastructure, participate in privatization and ride the growth curve. Link to comment Share on other sites More sharing options...
Luca Posted Thursday at 01:54 PM Share Posted Thursday at 01:54 PM Bought more PDD Link to comment Share on other sites More sharing options...
Saluki Posted Thursday at 02:00 PM Share Posted Thursday at 02:00 PM Took a couple big bites of MSCI yesterday and today and I'm at a 1% position. Added a little NTDOY. Link to comment Share on other sites More sharing options...
Cod Liver Oil Posted Thursday at 02:43 PM Share Posted Thursday at 02:43 PM More MSGS. Could be a long wait but franchise values are increasing. Happy see progress at E, the other side of the same coin. Link to comment Share on other sites More sharing options...
Paarslaars Posted Thursday at 04:29 PM Share Posted Thursday at 04:29 PM Some Jan '26 BYON calls (25$ strike) Link to comment Share on other sites More sharing options...
Saluki Posted Thursday at 05:26 PM Share Posted Thursday at 05:26 PM Picked up a few shares of ENPH. Link to comment Share on other sites More sharing options...
lnofeisone Posted Thursday at 07:24 PM Share Posted Thursday at 07:24 PM 2 hours ago, Paarslaars said: Some Jan '26 BYON calls (25$ strike) Volatility on this one is wild. Anything you can recommend looking at to understand the sell off? Link to comment Share on other sites More sharing options...
formthirteen Posted Thursday at 07:33 PM Share Posted Thursday at 07:33 PM More MSCI and VRSN. Price could drop further and I wouldn't care until business fundamentals change. Link to comment Share on other sites More sharing options...
Paarslaars Posted Friday at 05:21 AM Share Posted Friday at 05:21 AM 9 hours ago, lnofeisone said: Volatility on this one is wild. Anything you can recommend looking at to understand the sell off? Honestly I don't understand the sell off myself, that's the reason I'm buying. BTC is down quite a bit from it's ATHs a month ago so that could be it. I haven't found traffic results yet for the overstock.com website that got launched again end of march, perhaps the traffic is disappointing. Link to comment Share on other sites More sharing options...
Luca Posted Friday at 01:33 PM Share Posted Friday at 01:33 PM PDD Link to comment Share on other sites More sharing options...
coffeecaninvestor Posted Friday at 03:34 PM Share Posted Friday at 03:34 PM Starter in CACI Link to comment Share on other sites More sharing options...
juniorr Posted Friday at 05:49 PM Share Posted Friday at 05:49 PM TD Link to comment Share on other sites More sharing options...
John Hjorth Posted Friday at 06:05 PM Share Posted Friday at 06:05 PM Started with small positions today in : BALB B.STO [Fastighetsbolaget Balder AB, ser. B, Göteborg, Sweden], & CAST.STO [Castellum AB, Stockholm, Sweden]. I may change my mind about them and sell them at any moment, thereby considering the buys of them errors. Link to comment Share on other sites More sharing options...
Dinar Posted Friday at 06:32 PM Share Posted Friday at 06:32 PM 26 minutes ago, John Hjorth said: Started with small positions today in : BALB B.STO [Fastighetsbolaget Balder AB, ser. B, Göteborg, Sweden], & CAST.STO [Castellum AB, Stockholm, Sweden]. I may change my mind about them and sell them at any moment, thereby considering the buys of them errors. Why? ty Link to comment Share on other sites More sharing options...
John Hjorth Posted Friday at 06:57 PM Share Posted Friday at 06:57 PM 7 minutes ago, Dinar said: Why? ty When I wrote here on CoBF about the Swedish Real Estate Crisis evolving last year, I felt confident both CAST and BALD already then were in deep trouble with regard to their financings looking forward. It seems both companies so far have steared clear of troubled and unsuccessful refinancings, triggering forced and uncontrolled massive assets sales, however it's not over yet. The effort here for my part is over time to build a modest basket of a portfolio of Scandinavian listed real estate companies with a low entry point, for the purpose of holding it for the long term. Link to comment Share on other sites More sharing options...
Spekulatius Posted Friday at 07:28 PM Share Posted Friday at 07:28 PM Bought some VSTS yesterday and today. just another spinoff that runs into trouble, but uniform rental fundamentally a good business, so I think this should be fixable. High leverage (from spin) is a concern. Link to comment Share on other sites More sharing options...
LC Posted Friday at 07:52 PM Share Posted Friday at 07:52 PM Vestis looks like a debt paydown story. They are doing some cost cutting which may or may not work, but I imagine the real story is paying down all the debt they are saddled with post-spin. That value will accrue to equity holders over time. Link to comment Share on other sites More sharing options...
Malmqky Posted Friday at 09:17 PM Share Posted Friday at 09:17 PM Little more Valaris. Trading at ~20-25% of of replacement, new contracts really starting to rollover, committed (supposedly) to returning all FCF to shareholders...and there's lots of it. Probably should buy a basket, but I like the size and quality of fleet vs competitors and the fact VAL isn't leveraged like the others. We'll see how this works out over the next decade. Link to comment Share on other sites More sharing options...
Stuart D Posted Friday at 09:59 PM Share Posted Friday at 09:59 PM 42 minutes ago, Malmqky said: Little more Valaris. Trading at ~20-25% of of replacement, new contracts really starting to rollover, committed (supposedly) to returning all FCF to shareholders...and there's lots of it. Probably should buy a basket, but I like the size and quality of fleet vs competitors and the fact VAL isn't leveraged like the others. We'll see how this works out over the next decade. Agree Valaris is looking good here. Fcf starting to roll in. Link to comment Share on other sites More sharing options...
Spekulatius Posted Friday at 10:14 PM Share Posted Friday at 10:14 PM 2 hours ago, LC said: Vestis looks like a debt paydown story. They are doing some cost cutting which may or may not work, but I imagine the real story is paying down all the debt they are saddled with post-spin. That value will accrue to equity holders over time. VSTS was a margin improvement and debt paydown story from the spin. Now it looks again like the spinoff was oversold and my guess is that they may have to sacrifice some margin to keep the topline from falling. The CC brought new information to light that they have customer retention issues which to me sounds like a combination of service issues and pricing. This was not dixlosed before. They need to work this out to prevent the topline from imploding (which is the real risk here). At least, I am not paying a fancy multiple here and if the story works out LT, then I still think we could see a multibagger here. I think @Dinar owns the stock too and may have further insight. Link to comment Share on other sites More sharing options...
Dinar Posted Friday at 11:53 PM Share Posted Friday at 11:53 PM I cut my position by roughly 80% post Q1 results in February, and I sold the rest today. I just don't think the company is analyzable today, and if we go into recession it can be a zero. Link to comment Share on other sites More sharing options...
Gregmal Posted yesterday at 01:54 AM Share Posted yesterday at 01:54 AM 4 hours ago, Malmqky said: Little more Valaris. Trading at ~20-25% of of replacement, new contracts really starting to rollover, committed (supposedly) to returning all FCF to shareholders...and there's lots of it. Probably should buy a basket, but I like the size and quality of fleet vs competitors and the fact VAL isn't leveraged like the others. We'll see how this works out over the next decade. If you’ve got a decade I like the warrants way better Link to comment Share on other sites More sharing options...
bathtime Posted yesterday at 03:44 AM Share Posted yesterday at 03:44 AM SBUX Link to comment Share on other sites More sharing options...
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