Guest eatliftinvestgolf Posted March 20, 2020 Share Posted March 20, 2020 More BRK.B @ $170 Link to comment Share on other sites More sharing options...
longlake95 Posted March 20, 2020 Share Posted March 20, 2020 USFD Link to comment Share on other sites More sharing options...
CharlesMunger Posted March 20, 2020 Share Posted March 20, 2020 Some more BRK.B @ $167 Link to comment Share on other sites More sharing options...
KCLarkin Posted March 20, 2020 Share Posted March 20, 2020 Ulta Link to comment Share on other sites More sharing options...
KJP Posted March 20, 2020 Share Posted March 20, 2020 Griffin Industrial Realty Link to comment Share on other sites More sharing options...
Spekulatius Posted March 20, 2020 Share Posted March 20, 2020 In tiny dribs : BRKB, MA and CMCSA. Link to comment Share on other sites More sharing options...
LC Posted March 20, 2020 Share Posted March 20, 2020 Raised cash - about 20% now. Moved most non-dividend paying holdings into 2 year ITM LEAP exposure. Probably will sit tight for a bit and raise some more cash over the next few weeks, see how this whole thing (starts) to shake out as we approach the warmer months. Link to comment Share on other sites More sharing options...
Gregmal Posted March 20, 2020 Share Posted March 20, 2020 Got some GRIF(new ticker for super levered inverse etf) under $30. Link to comment Share on other sites More sharing options...
CorpRaider Posted March 20, 2020 Share Posted March 20, 2020 LAMR Link to comment Share on other sites More sharing options...
kab60 Posted March 20, 2020 Share Posted March 20, 2020 ADS, Berkshire Link to comment Share on other sites More sharing options...
Spekulatius Posted March 20, 2020 Share Posted March 20, 2020 LAMR I hope you are well. LAforeverHall (formerly known as ScottHall) mentioned it on twitter and it’s interesting. The Billboards business certainly will be affected in the near term, but mid/long term I can see this bouncing back quickly. Link to comment Share on other sites More sharing options...
Uccmal Posted March 20, 2020 Share Posted March 20, 2020 Raised cash - about 20% now. Moved most non-dividend paying holdings into 2 year ITM LEAP exposure. Probably will sit tight for a bit and raise some more cash over the next few weeks, see how this whole thing (starts) to shake out as we approach the warmer months. I have been buying puts on the up bounces. Sold some stock, some profitable, some at a loss. Probably a net of zero. I cleared all my long orders. The puts are my currency to buy Leaps later on. I figure the US Covid case load exceeds China by Monday morning. Link to comment Share on other sites More sharing options...
LC Posted March 20, 2020 Share Posted March 20, 2020 Raised cash - about 20% now. Moved most non-dividend paying holdings into 2 year ITM LEAP exposure. Probably will sit tight for a bit and raise some more cash over the next few weeks, see how this whole thing (starts) to shake out as we approach the warmer months. I have been buying puts on the up bounces. Sold some stock, some profitable, some at a loss. Probably a net of zero. I cleared all my long orders. The puts are my currency to buy Leaps later on. I figure the US Covid case load exceeds China by Monday morning. I am doing the same but with selling short-tenor (1-3 month) calls on the dividend-paying portion of my portfolio. Difficult to exit sometimes, perhaps puts are better in that regards. Link to comment Share on other sites More sharing options...
pterhx Posted March 21, 2020 Share Posted March 21, 2020 I have been buying puts on the up bounces. Sold some stock, some profitable, some at a loss. Probably a net of zero. I cleared all my long orders. The puts are my currency to buy Leaps later on. I figure the US Covid case load exceeds China by Monday morning. I've also been buying puts. I started a short position recently on the VIX to hedge off some volatility, but not nearly enough. Exited some of my puts today because I'm not sure if volatility will remain at record highs. Link to comment Share on other sites More sharing options...
DooDiligence Posted March 21, 2020 Share Posted March 21, 2020 GPC Link to comment Share on other sites More sharing options...
CorpRaider Posted March 21, 2020 Share Posted March 21, 2020 LAMR I hope you are well. LAforeverHall (formerly known as ScottHall) mentioned it on twitter and it’s interesting. The Billboards business certainly will be affected in the near term, but mid/long term I can see this bouncing back quickly. I am feeling a great deal better thanks. Today was the first real day with nearly normal feeling chest movement. Opened all the windows etc the last couple of days for some fresh air as it has been warm here. Yeah, it seems like a pretty good business long term. Just nibbling. Seems pretty levered, but in better shape than OUT and CCO. I told myself a while ago I would buy at ~ 8x EBITDA. I wonder if they haven't all screwed the business up and made it more cyclical (running right into a period when no one will be outdoor to see their ads) by putting up all these electronic screens. Apparently, yes those digital ads are more responsive, but the contracts are also a lot shorter (as you might expect versus a crew gluing something up there). Bought some BOMN below book earlier this week too. Of course that is their main business and I think they much better b/s. Might be good time for them to do some buying. Link to comment Share on other sites More sharing options...
nspo Posted March 23, 2020 Share Posted March 23, 2020 BIDU Link to comment Share on other sites More sharing options...
spartansaver Posted March 23, 2020 Share Posted March 23, 2020 BRKB 160 Link to comment Share on other sites More sharing options...
alpha Posted March 23, 2020 Share Posted March 23, 2020 BRKB 161ish Link to comment Share on other sites More sharing options...
rb Posted March 23, 2020 Share Posted March 23, 2020 REI.UN, BAC, 6C Link to comment Share on other sites More sharing options...
Viking Posted March 23, 2020 Share Posted March 23, 2020 Bought a bunch of stuff this morning. Now 35% invested and 65% cash. - 11% Berkshire (gives exposure to Apple, US financials, insurance, utilities) - 4% google, microsoft, facebook - 2% fortis gas (TSE) - 1% Bell (TSE), Verizon, at&t, nike, disney, starbucks, General dynamics, abbvie, suncor - 0.5% west fraser timber (TSE), rogers sugar (TSE) Will buy more on weakness... Link to comment Share on other sites More sharing options...
flesh Posted March 23, 2020 Share Posted March 23, 2020 nc, tse, brk.b, bk Nc's ev/ebit or ebitda is 1.7-1.9 Tse at less than 3x/mkt cap normalized fcf. Big divvy and buyback. Lots of cash. Insiders buying at current price. Link to comment Share on other sites More sharing options...
Lance Posted March 23, 2020 Share Posted March 23, 2020 Small adds to: D, DUK, PPL, SO, UTG ABBV, THW ADM, MO, PM T DIS BAC, BX, PBCT, WFC PH DD XOM New position in Heico and small adds to a few Vanguard funds Thanks Lance Link to comment Share on other sites More sharing options...
gokou3 Posted March 23, 2020 Share Posted March 23, 2020 Added to BPY. Even if retail and LP are both $0, the office NAV alone is still above the current market cap. Link to comment Share on other sites More sharing options...
CorpRaider Posted March 23, 2020 Share Posted March 23, 2020 WFC, USB, BRKB, SLG Link to comment Share on other sites More sharing options...
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