what are you selling today?

[jgyetzer]

1/3 CABO position. Just valuation.

[John Hjorth]

Sold a bit of :

 

VOW.DE [Volkswagen AG ST ON] &

DAI.DE [Daimler AG NA ON]

 

today.

[jgyetzer]

1/3 CABO position. Just valuation.

 

Brilliant

[villainx]

1/3 CABO position. Just valuation.

 

Brilliant

 

Enjoy the 2/3!

[Gregmal]

Trimmed a little more CRSP, and MSGN

[Gregmal]

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.

[Gregmal]

sold the RH I bought yesterday after hours for a few bucks

[Gregmal]

Sold down some BX and BAM

[Castanza]

Sold 15% of my $AMD position to free up some cash.

[Spekulatius]

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.

[DooDiligence]

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.

[Gregmal]

Been selling/trimming BX, CRSP, EDIT, LAACZ, NVTA, VITR.SE

[Spekulatius]

Been selling/trimming BX, CRSP, EDIT, LAACZ, NVTA, VITR.SE

 

Sold some FOX, just in case we get another round trip to $30.

[Gregmal]

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.

[CorpRaider]

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?

[rkbabang]

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).

 

[Gregmal]

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.

[thepupil]

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

 

 

 

[Spekulatius]

Sold more $SDI today.

[Lakesider]

Sold out of XRO AU, Valuation got a bit nutty at 17 times revenues.

[Gregmal]

Selling some EDIT

[Gregmal]

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.

[lnofeisone]

Sold OLN 16.5 puts expiring next week.

[gokou3]

BEP.un, on valuation concern.

[CorpRaider]

BRX