Ballinvarosig Investors Posted July 24, 2023 Share Posted July 24, 2023 Have been selling a lot of things and am at 70% cash. Like a few of you, I have sold out of BRK.B. Selling at this P/B has always provided an opportunity to buy in cheaper later. Link to comment Share on other sites More sharing options...
gfp Posted July 24, 2023 Share Posted July 24, 2023 13 minutes ago, Ballinvarosig Investors said: Have been selling a lot of things and am at 70% cash. Like a few of you, I have sold out of BRK.B. Selling at this P/B has always provided an opportunity to buy in cheaper later. Did you have to pay tax on the Berkshire sale? What do you figure the actual real-time Price to Book is for Berkshire? Certainly it would be lower than comparing today's share price to end of march Book value. Link to comment Share on other sites More sharing options...
Ballinvarosig Investors Posted July 24, 2023 Share Posted July 24, 2023 1 minute ago, gfp said: Did you have to pay tax on the Berkshire sale? What do you figure the actual real-time Price to Book is for Berkshire? Certainly it would be lower than comparing today's share price to end of march Book value. No tax due, it's in my retirement account. A big portion of the book value increase is going to be Apple, nearly $25b for that alone. The outsized exposure at that valuation makes me uncomfortable. Link to comment Share on other sites More sharing options...
Paarslaars Posted July 25, 2023 Share Posted July 25, 2023 8 hours ago, Ballinvarosig Investors said: Have been selling a lot of things and am at 70% cash. Like a few of you, I have sold out of BRK.B. Selling at this P/B has always provided an opportunity to buy in cheaper later. You mean buy at a lower P/B, not a lower share price? Link to comment Share on other sites More sharing options...
Saluki Posted July 25, 2023 Share Posted July 25, 2023 Sold half of my BRK in my retirement account and moved it to FFH, Fairfax India, and a little BTI and TAYD. Still have all my BRK shares in my taxable account and they will probably have to pry them from my cold dead hands one day (far in the future, hopefully). Link to comment Share on other sites More sharing options...
Paarslaars Posted July 26, 2023 Share Posted July 26, 2023 Completely sold out of SIMO. Also reduced some of my BRK, still >20% position. Now at 10% cash. Link to comment Share on other sites More sharing options...
Eng12345 Posted July 27, 2023 Share Posted July 27, 2023 SU - cut my position by ~75% for a small breakeven accounting for dividends. I have lost confidence in the overall thesis from last year into early this year. I can't shake the feeling I'm just trying to catch the top part of a very dangerous geopolitical curve. Link to comment Share on other sites More sharing options...
Gregmal Posted July 28, 2023 Share Posted July 28, 2023 Freed up about 10% of SPHR and 50% of CARR Link to comment Share on other sites More sharing options...
jks327 Posted July 28, 2023 Share Posted July 28, 2023 Thor Industries is getting close to my valuation, up over 40% since 5/31. Link to comment Share on other sites More sharing options...
Spekulatius Posted August 3, 2023 Share Posted August 3, 2023 Selling most of my USB - I don't like owning bank stocks with this more and more inverted yield curve. I am also reducing ORI a bit more - seems fully valued to me. Link to comment Share on other sites More sharing options...
dipod Posted August 3, 2023 Share Posted August 3, 2023 Sold CSPs on PYPL expiring tomorrow before the close of market today. Link to comment Share on other sites More sharing options...
brobro777 Posted August 8, 2023 Share Posted August 8, 2023 Sold some put options in Citigroup Link to comment Share on other sites More sharing options...
nwoodman Posted August 9, 2023 Share Posted August 9, 2023 Trimmed some more AAPL AND BRK.B and reduced USD margin Link to comment Share on other sites More sharing options...
Eng12345 Posted August 11, 2023 Share Posted August 11, 2023 Joby - how I made 60% on that dumb stock is beyond me, but I guess it pays to be lucky occasionally. Link to comment Share on other sites More sharing options...
jfan Posted August 13, 2023 Share Posted August 13, 2023 BAM Link to comment Share on other sites More sharing options...
RedLion Posted August 14, 2023 Share Posted August 14, 2023 EPD, PM, GNL preferreds. Still bullish particularly on PM, but I’m continuing to raise more liquidity for a couple real estate projects, and these were sitting at under a 10% short term gain. Link to comment Share on other sites More sharing options...
Spekulatius Posted August 14, 2023 Share Posted August 14, 2023 Sold my $FNF in tax deferred accounts. Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 22, 2023 Share Posted August 22, 2023 Trimmed some CKX forgot I had a GTC sell order Link to comment Share on other sites More sharing options...
RedLion Posted August 23, 2023 Share Posted August 23, 2023 Sold some NTDOY to continue to raise capital for some private real estate deals I’m shifting into. Still have a big position in my 401k. Link to comment Share on other sites More sharing options...
Saluki Posted August 24, 2023 Share Posted August 24, 2023 Sold the few shares of VTS that I have in my IRA (still holding all my shares in my taxable account for at least a full year). Up 50% in 8 months. Nice work if you can get it It had a nice little pop today , people probably noticed that a director bought more shares http://openinsider.com/search?q=vts and it's not a big company, so it doesn't take much to move the price. The dividend is great and it may still have more upside, but my IRA is tax free, so why not take some chips off the table. A lot of their production is hedged so they weren't hurt too much when oil prices dropped, and probably won't knock the cover off the ball if oil prices go up. Link to comment Share on other sites More sharing options...
nwoodman Posted August 24, 2023 Share Posted August 24, 2023 0669.HK Techtronic Industries. Love Milwaukee tools but the shorts may be more right than wrong on this one. Proceeds go to JPY margin. Link to comment Share on other sites More sharing options...
lnofeisone Posted August 29, 2023 Share Posted August 29, 2023 Sold enough JXN shares on the pop to cover cost basis and then some. Holding on to house shares. Link to comment Share on other sites More sharing options...
Luca Posted August 29, 2023 Share Posted August 29, 2023 Selling some EXOR to add to my CHINA Basket. Link to comment Share on other sites More sharing options...
Spekulatius Posted August 29, 2023 Share Posted August 29, 2023 2 hours ago, Luca said: Selling some EXOR to add to my CHINA Basket. wrong GIF: Link to comment Share on other sites More sharing options...
brobro777 Posted August 29, 2023 Share Posted August 29, 2023 7 minutes ago, Spekulatius said: wrong GIF: Oh man I watched this video so many times. I mean it never gets old baby Never gets old Link to comment Share on other sites More sharing options...
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