John Hjorth Posted February 21, 2020 Share Posted February 21, 2020 Wrote BRKB 225-strike, Feb 28-expiration puts.Wrote some more puts, 215-strike, Feb 28-expiration. Every time I read about Mike [CoBF member boilermaker] doing this stuff, I get hit - in a mild way - by a brain hemorrhage [because I can't do stuff like this, for Danish tax and other regulatory reasons for Danish investors]. Today, two times! *sigh* There are ways around that. Well, I actually agree on that. It's about moving your own butt, - to get subject to another tax system. Last time I vented something like this, I got a reply from wachtwoord here on CoBF : "Why don't you just move?" [-or something like that, - now years ago]. Perhaps just time shut up here for me. Link to comment Share on other sites More sharing options...
Castanza Posted February 21, 2020 Share Posted February 21, 2020 Wrote BRKB 225-strike, Feb 28-expiration puts.Wrote some more puts, 215-strike, Feb 28-expiration. Every time I read about Mike [CoBF member boilermaker] doing this stuff, I get hit - in a mild way - by a brain hemorrhage [because I can't do stuff like this, for Danish tax and other regulatory reasons for Danish investors]. Today, two times! *sigh* That's interesting. I've been discussing taxes with some coworkers from Prague and it's fascinating to see the differences between the US and there. Their opinions of tax codes are even better :P Link to comment Share on other sites More sharing options...
gjangal Posted February 24, 2020 Share Posted February 24, 2020 Planning to add DDOG during this correction Link to comment Share on other sites More sharing options...
compoundinglife Posted February 24, 2020 Share Posted February 24, 2020 Buying DD Link to comment Share on other sites More sharing options...
Castanza Posted February 24, 2020 Share Posted February 24, 2020 $UPS at 98 and change RDSb MSGN Adding a bit to DISCA Link to comment Share on other sites More sharing options...
Broeb22 Posted February 24, 2020 Share Posted February 24, 2020 Planning to add DDOG during this correction It's kind of funny in these Fed liquidity-driven times for a couple of down days totaling about -4.5% return to be considered a correction. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted February 24, 2020 Share Posted February 24, 2020 Had a bunch of my covered calls expire in the money this past Friday, so was flush (~8% of portfolio). Increased Fiat ~15% Increased Altius by ~7% Increased Fairfax India by ~20% Increased Eurobank by ~20% Doubled my small position on XOM Bought AGNC Also moved roughly 3% of portfolio in intermediate treasuries to money market thinking yields may pop back up before they come further down. Link to comment Share on other sites More sharing options...
Guest cherzeca Posted February 24, 2020 Share Posted February 24, 2020 I am sitting tight. a free fall on a Monday implies to me worse things to come later in the week. Link to comment Share on other sites More sharing options...
rb Posted February 24, 2020 Share Posted February 24, 2020 PSX, BAC, PGR. Stuff I wanted for a while. Figured today was a fine day to pull the trigger. Link to comment Share on other sites More sharing options...
bizaro86 Posted February 24, 2020 Share Posted February 24, 2020 Bought T and AWK out of the money puts at the open. Sold BRK.B 220 puts. Bought VIAC in the money leaps. Added to Fairfax India and ALX. Link to comment Share on other sites More sharing options...
Lance Posted February 24, 2020 Share Posted February 24, 2020 Trimmed IAU and TLT. Added to DAL, DD and WBA. New positions in OXY and VDE. Thanks Lance Link to comment Share on other sites More sharing options...
Agrippa07 Posted February 24, 2020 Share Posted February 24, 2020 Busy day..:) Added to XOM, RDS and Equinor. New small positions in Ab Inbev and Bollore SA. Trimmed a bit position in SPDR Gold Tr (20 MAR 2020) and a bit of speculation with options /Leaps , FCA C 19 Jun 2020(€11) Wereldhave C 18 Dec 2020 (€15), ABN Amro C Jun 2021(€16) and ING bank C Jun 2021 (€10). Link to comment Share on other sites More sharing options...
Gregmal Posted February 24, 2020 Share Posted February 24, 2020 small adds to DD, BRK, FIZZ, MSGN Link to comment Share on other sites More sharing options...
Lance Posted February 24, 2020 Share Posted February 24, 2020 VIACA Thanks Lance Link to comment Share on other sites More sharing options...
Castanza Posted February 24, 2020 Share Posted February 24, 2020 Bought some speculative calls on SPCE when it dipped this morning. Just sold out at +300%....paid off my vacation. Link to comment Share on other sites More sharing options...
Spekulatius Posted February 25, 2020 Share Posted February 25, 2020 Added some ODET.PA today. Stock was down almost 8% while BOL.PA is down 6.5%. I have mo idea why both are getting hit thwt hard today. I managed to buy some at the lowest print of the day, below my ask. Wild market.... Also added some odds and ends (VIAC, CCU and a few others.) Link to comment Share on other sites More sharing options...
gjangal Posted February 25, 2020 Share Posted February 25, 2020 Planning to add DDOG during this correction It's kind of funny in these Fed liquidity-driven times for a couple of down days totaling about -4.5% return to be considered a correction. I ll take whatever I get, I can see this being close to 80 in a few years. Maybe it goes to 30 first and then 80 it doesn’t matter. If the thesis is intact I will add. it has enough addressable market size to grow 40% pa for some time, Link to comment Share on other sites More sharing options...
TorontoRaptorsFan Posted February 25, 2020 Share Posted February 25, 2020 SONO (Sonos) Will either prevail in lawsuits with Google then Amazon or settle with them. Likely buyout candidate from the Big 4. Lots of patents. Link to comment Share on other sites More sharing options...
Castanza Posted February 25, 2020 Share Posted February 25, 2020 More UPS Link to comment Share on other sites More sharing options...
BG2008 Posted February 25, 2020 Share Posted February 25, 2020 Bought some speculative calls on SPCE when it dipped this morning. Just sold out at +300%....paid off my vacation. Really? That's awesome in a weird way. Link to comment Share on other sites More sharing options...
Lance Posted February 25, 2020 Share Posted February 25, 2020 BP, OXY, RDSB and WMB. Thanks Lance Link to comment Share on other sites More sharing options...
Castanza Posted February 25, 2020 Share Posted February 25, 2020 Starter position in SSW Link to comment Share on other sites More sharing options...
Gregmal Posted February 25, 2020 Share Posted February 25, 2020 Added 50% to MSGN, back up to about a 6% position. Small add to PCYO, BRK, MSB. Would guess we're close to a bottom. But what do I know. Link to comment Share on other sites More sharing options...
Guest cherzeca Posted February 25, 2020 Share Posted February 25, 2020 bought a little spy. may add more if goes down more Link to comment Share on other sites More sharing options...
compoundvalue Posted February 25, 2020 Share Posted February 25, 2020 OXY Link to comment Share on other sites More sharing options...
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