jgyetzer Posted November 7, 2019 Share Posted November 7, 2019 1/3 CABO position. Just valuation. Link to comment Share on other sites More sharing options...
John Hjorth Posted November 8, 2019 Share Posted November 8, 2019 Sold a bit of : VOW.DE [Volkswagen AG ST ON] & DAI.DE [Daimler AG NA ON] today. Link to comment Share on other sites More sharing options...
jgyetzer Posted November 8, 2019 Share Posted November 8, 2019 1/3 CABO position. Just valuation. Brilliant Link to comment Share on other sites More sharing options...
villainx Posted November 10, 2019 Share Posted November 10, 2019 1/3 CABO position. Just valuation. Brilliant Enjoy the 2/3! Link to comment Share on other sites More sharing options...
Gregmal Posted November 12, 2019 Share Posted November 12, 2019 Trimmed a little more CRSP, and MSGN Link to comment Share on other sites More sharing options...
Gregmal Posted November 13, 2019 Share Posted November 13, 2019 selling some DIS EDIT: closed rest of DIS at $149. Will leave all the mumbo jumbo bs and 2023 projections to others to figure out....happy with $131 to here in 3 weeks. Link to comment Share on other sites More sharing options...
Gregmal Posted November 15, 2019 Share Posted November 15, 2019 sold the RH I bought yesterday after hours for a few bucks Link to comment Share on other sites More sharing options...
Gregmal Posted November 18, 2019 Share Posted November 18, 2019 Sold down some BX and BAM Link to comment Share on other sites More sharing options...
Castanza Posted November 18, 2019 Share Posted November 18, 2019 Sold 15% of my $AMD position to free up some cash. Link to comment Share on other sites More sharing options...
Spekulatius Posted November 18, 2019 Share Posted November 18, 2019 Sold part of my SDI today. Stock popped due to proposed merger with the 50.1% sub TPB. I wish I could have accumulated more SDI, but I take what I get. Link to comment Share on other sites More sharing options...
DooDiligence Posted November 20, 2019 Share Posted November 20, 2019 CVS for a 12%ish gain in a non-taxable account (chalk one up for luck?) Too much political risk (real & of the jawboning type) + a possible write down on the Aetna purchase = this could drop significantly again --- I'm holding cash for something that looks obvious. Thanks for the time spent by fellow members in helping me understand this & other businesses. Link to comment Share on other sites More sharing options...
Gregmal Posted November 20, 2019 Share Posted November 20, 2019 Been selling/trimming BX, CRSP, EDIT, LAACZ, NVTA, VITR.SE Link to comment Share on other sites More sharing options...
Spekulatius Posted November 20, 2019 Share Posted November 20, 2019 Been selling/trimming BX, CRSP, EDIT, LAACZ, NVTA, VITR.SE Sold some FOX, just in case we get another round trip to $30. Link to comment Share on other sites More sharing options...
Gregmal Posted November 21, 2019 Share Posted November 21, 2019 Been selling/trimming BX, CRSP, EDIT, LAACZ, NVTA, VITR.SE Sold some FOX, just in case we get another round trip to $30. Ill be there for that. FOX is on the watch list for sure. Link to comment Share on other sites More sharing options...
CorpRaider Posted November 22, 2019 Share Posted November 22, 2019 Does anyone know who pays for those "listed on NYSE/Nasdaq" commercials that run on CNBC and Fox Bidness? Do the exchanges pay for that or the companies or is it a split? Link to comment Share on other sites More sharing options...
rkbabang Posted November 22, 2019 Share Posted November 22, 2019 Sold some Apple today. Just to take some profits and raise some cash to hold. I sold about 20% of my AAPL shares (cost basis in the $90s). Link to comment Share on other sites More sharing options...
Gregmal Posted November 25, 2019 Share Posted November 25, 2019 JEF. Attaining returns from this thing has been like extracting blood from a stone. As such, I'm happily taking my one week returns here and calling it a day. Link to comment Share on other sites More sharing options...
thepupil Posted November 25, 2019 Share Posted November 25, 2019 JEF. Attaining returns from this thing has been like extracting blood from a stone. As such, I'm happily taking my one week returns here and calling it a day. haha, I bought a lot in June*, and am reducing today as well. I don't think I'll ever love SPB so I got rid of that and sold my remaining JEF down to a still big position, but no longer supersized (from ~14%--->10% ish) any JEF shareholder of recent years has learned to fade the hard rallies given the stock likes to randomly go down 30%+ whenever the market so much as sneezes, so when you make 25% in a few months and get distributed a little bit of your cost in SPB, you do the same. *proof! https://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/luk-leucadia/msg373322/#msg373322 Link to comment Share on other sites More sharing options...
Spekulatius Posted November 27, 2019 Share Posted November 27, 2019 Sold more $SDI today. Link to comment Share on other sites More sharing options...
Lakesider Posted November 27, 2019 Share Posted November 27, 2019 Sold out of XRO AU, Valuation got a bit nutty at 17 times revenues. Link to comment Share on other sites More sharing options...
Gregmal Posted November 29, 2019 Share Posted November 29, 2019 Selling some EDIT Link to comment Share on other sites More sharing options...
Gregmal Posted December 3, 2019 Share Posted December 3, 2019 Closed out the bulk of my genetics basket trade; down to about 2% position and only 4 names left. Trimmed some CLF. Had to bite my fingers off to refrain from restarting a Peloton short as well, reminding myself that at this moment, its still just a valuation short with no catalyst. Link to comment Share on other sites More sharing options...
lnofeisone Posted December 3, 2019 Share Posted December 3, 2019 Sold OLN 16.5 puts expiring next week. Link to comment Share on other sites More sharing options...
gokou3 Posted December 4, 2019 Share Posted December 4, 2019 BEP.un, on valuation concern. Link to comment Share on other sites More sharing options...
CorpRaider Posted December 4, 2019 Share Posted December 4, 2019 BRX Link to comment Share on other sites More sharing options...
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