coffeecaninvestor Posted February 11 Posted February 11 16 hours ago, grc1980 said: LMT needs to get a bit cheaper before I start to dig in… Yeah it’s a starter, I think it’s trading at a fair but not cheap price.
KPO Posted February 11 Posted February 11 34 minutes ago, longlake95 said: CNC Lazy question as I’m just starting to look at this company: What investments make up the ~$17.4B of long-term investments on their balance sheet?
longlake95 Posted February 11 Posted February 11 (edited) 6 minutes ago, KPO said: Lazy question as I’m just starting to look at this company: What investments make up the ~$17.4B of long-term investments on their balance sheet? bonds Edited February 11 by longlake95
Spekulatius Posted February 11 Posted February 11 (edited) Buying just a tiny bit of $CACI here. Maybe it will DOGE a bullet. Edited February 11 by Spekulatius
Cod Liver Oil Posted February 11 Posted February 11 (edited) Added to Crox. All the shoe companies seem to be tariff casualties. I like Crox at 90 and NKE at 70. Skechers and Deck getting tarred with the same brush. Edited February 14 by Cod Liver Oil
Grafter Posted February 11 Posted February 11 (edited) Thinking about dhr, as it is near 52 week lows. But unsure for the reason yet, so need to dig in. Edited February 12 by Grafter
sleepydragon Posted February 11 Posted February 11 On 1/24/2025 at 6:29 PM, sleepydragon said: definitely speculation.. And my wife threatened divorcing me after I laughted and brush aside her suggestions to buy pltr, so this time i am not taking any chances. It’s her IRA anyway.. Wife won again. Her pick PLTR up like 45% and RDDT up 15% , and it’s not even month yet. Is it possible i have been married to Wife Buffett for 20 years and I missed all these opportunities ?! My pick, NBIS, went down 40% the next business day after I bought it (though it has recovered and now 8% higher than my cost).
longlake95 Posted February 11 Posted February 11 9 minutes ago, sleepydragon said: Wife won again. Her pick PLTR up like 45% and RDDT up 15% , and it’s not even month yet. Is it possible i have been married to Wife Buffett for 20 years and I missed all these opportunities ?! My pick, NBIS, went down 40% the next business day after I bought it (though it has recovered and now 8% higher than my cost). What does she like now? LOL
fareastwarriors Posted February 11 Posted February 11 1 hour ago, longlake95 said: What does she like now? LOL 1 hour ago, sleepydragon said: Wife won again. Her pick PLTR up like 45% and RDDT up 15% , and it’s not even month yet. Is it possible i have been married to Wife Buffett for 20 years and I missed all these opportunities ?! My pick, NBIS, went down 40% the next business day after I bought it (though it has recovered and now 8% higher than my cost). Please launch the Sleepydragon Spouse 2x ETF.
tnathan Posted February 11 Posted February 11 dipped toes into SPSC. I think the runway is decently long and it's not too expensive for what its growing at
Santayana Posted February 12 Posted February 12 Added more Fairfax with earnings on Thursday. I think positive surprises are far more likely than negative.
Paarslaars Posted February 12 Posted February 12 Bought some KULR options yesterday. Also switched the kids BRK portfolio to FFH.
dealraker Posted February 12 Posted February 12 16 hours ago, sleepydragon said: Wife won again. Her pick PLTR up like 45% and RDDT up 15% , and it’s not even month yet. Is it possible i have been married to Wife Buffett for 20 years and I missed all these opportunities ?! My pick, NBIS, went down 40% the next business day after I bought it (though it has recovered and now 8% higher than my cost). Love it!
SafetyinNumbers Posted February 12 Posted February 12 12 hours ago, Santayana said: Added more Fairfax with earnings on Thursday. I think positive surprises are far more likely than negative. I did the same for the same reason. I also think speculative flows on the potential 60 add will pick up once the quarter is out of the way. It’s not a risk event driven funds want exposure to. I also co-wrote this substack about why FFH consensus estimates are too low in the long term but I expect the beats in the same areas for Q4, underwriting and investment performance. https://open.substack.com/pub/berczyparkcapital/p/fairfax-financial-a-generational?r=ecc87&utm_medium=ios
thowed Posted February 12 Posted February 12 @SafetyinNumbers I didn't realise the connection. Really enjoyed it, thanks.
SafetyinNumbers Posted February 12 Posted February 12 1 hour ago, thowed said: @SafetyinNumbers I didn't realise the connection. Really enjoyed it, thanks. Thanks!
dipod Posted February 13 Posted February 13 NVO. Pays a good dividend. And should continue to grow earnings at an acceptable rate with their new drug pipeline (cagrisema, amycretin). Ozempic also continues to get one more new indication after the other (kind of how ACE-Inhibitors are used to treat kidney disease in diabetics that may not necessarily have hypertension).
Lance Posted February 13 Posted February 13 Bought back most of the BTI calls I recently sold and made a small add. Thanks Lance
Spekulatius Posted February 13 Posted February 13 2 hours ago, dipod said: NVO. Pays a good dividend. And should continue to grow earnings at an acceptable rate with their new drug pipeline (cagrisema, amycretin). Ozempic also continues to get one more new indication after the other (kind of how ACE-Inhibitors are used to treat kidney disease in diabetics that may not necessarily have hypertension). Tariffs could become a big issue once the Eye of Sauron looks at Denmark and NVO.
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