Whensthepaintdry? Posted Saturday at 02:48 PM Share Posted Saturday at 02:48 PM I have added to Ulta and Lulu. Link to comment Share on other sites More sharing options...
Malmqky Posted Monday at 02:53 PM Share Posted Monday at 02:53 PM Snagged some HCC pre-market Nice little gain. Also bought some Atkore Friday. Not really sure if I want to make it a full position but there’s lots of things to like.. Link to comment Share on other sites More sharing options...
flesh Posted Monday at 02:55 PM Share Posted Monday at 02:55 PM Nc at 28.xx Link to comment Share on other sites More sharing options...
Luca Posted Monday at 02:58 PM Share Posted Monday at 02:58 PM Sold Exor and bought more Prosus Link to comment Share on other sites More sharing options...
Saluki Posted Monday at 03:01 PM Share Posted Monday at 03:01 PM Bought some FRPH and ENPH. Link to comment Share on other sites More sharing options...
Lance Posted Monday at 04:05 PM Share Posted Monday at 04:05 PM Jardine Matheson Thanks Lance Link to comment Share on other sites More sharing options...
Paarslaars Posted Monday at 04:17 PM Share Posted Monday at 04:17 PM 1 hour ago, Luca said: Sold Exor and bought more Prosus Because of your conviction in Prosus or dissatisfaction with Exor? Link to comment Share on other sites More sharing options...
Luca Posted Monday at 06:24 PM Share Posted Monday at 06:24 PM 2 hours ago, Paarslaars said: Because of your conviction in Prosus or dissatisfaction with Exor? I like Exor but really like Prosus. Fundamentally much better business at much better valuation with management incentives to work on the discount Link to comment Share on other sites More sharing options...
thowed Posted 18 hours ago Share Posted 18 hours ago 15 hours ago, Lance said: Jardine Matheson Thanks Lance Can't believe how cheap it is, though I'm rusty on it, so don't know how affected by all the deals they've done this is. Maybe they're better now, but I've generally steered clear as the Keswicks have generally been a family that don't seem to care about shareholders, just themselves, which I find problematic in a family holding co. But maybe new generation are taking over & improving things. Link to comment Share on other sites More sharing options...
KPO Posted 3 hours ago Share Posted 3 hours ago On 7/1/2024 at 9:05 AM, Lance said: Jardine Matheson Thanks Lance I look at this one periodically. Which exchange / ticker do you invest in here? Link to comment Share on other sites More sharing options...
Dinar Posted 2 hours ago Share Posted 2 hours ago 50 minutes ago, KPO said: I look at this one periodically. Which exchange / ticker do you invest in here? Make sure that it is not a PFIC for US tax purposes. Otherwise nightmare unless held in an IRA account. Link to comment Share on other sites More sharing options...
Xerxes Posted 1 hour ago Share Posted 1 hour ago Jardine, Matheson & Co The legal heir to the opium business in East Asia ! Love it Link to comment Share on other sites More sharing options...
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