villainx Posted January 20, 2021 Share Posted January 20, 2021 Sold a small amount of SE to add to BRKB and BAM. Anything overtly negative for SE? Or just locking short term bump? I'm still trying to build a full position for SE. Link to comment Share on other sites More sharing options...
rkbabang Posted January 20, 2021 Share Posted January 20, 2021 Sold a small amount of SE to add to BRKB and BAM. Anything overtly negative for SE? Or just locking short term bump? I'm still trying to build a full position for SE. No just taking some profits. SE has grown to become a much larger position for me than I am comfortable with. I didn't sell much, about 10% of my shares. Link to comment Share on other sites More sharing options...
formthirteen Posted January 20, 2021 Share Posted January 20, 2021 FFH ::) Link to comment Share on other sites More sharing options...
Gregmal Posted January 20, 2021 Share Posted January 20, 2021 Swung some SPG into BAM, bought a few MSFT calls, and got a few shares of FOXWU IPO Link to comment Share on other sites More sharing options...
boilermaker75 Posted January 20, 2021 Share Posted January 20, 2021 As usual, wrote 230-strike 1/29 expiration BRKB puts an an average price of $1.02. Link to comment Share on other sites More sharing options...
rkbabang Posted January 21, 2021 Share Posted January 21, 2021 Sold some AAPL today and added more BRKB. Like with SE, just trimming my large high flyers a little bit and putting it in something safer. Link to comment Share on other sites More sharing options...
rkbabang Posted January 21, 2021 Share Posted January 21, 2021 Just bought the FSLY shares I sold 3 days ago for $127.70 back for $88.50. Just resold those FSLY shares for $103.10 and put more into BRKB and BAM. Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 21, 2021 Share Posted January 21, 2021 Added to Brk.B Link to comment Share on other sites More sharing options...
Castanza Posted January 21, 2021 Share Posted January 21, 2021 ATCO Link to comment Share on other sites More sharing options...
ERICOPOLY Posted January 21, 2021 Share Posted January 21, 2021 One thing that strikes me is that both the inflationist and disinflationist/deflationist camps seem to broadly agree that once you lower interest rates to 0% to spur nominal GDP growth, there's no coming back in real terms. It appears as though they are not lowered to 0% before that problem already appears to exist. Link to comment Share on other sites More sharing options...
no_free_lunch Posted January 21, 2021 Share Posted January 21, 2021 Buying ffh. It's a big change for me. I haven't owned more than a small amount in years. It appears quite cheap relative to the rest of the market. It is selling at less than 90% of Sept 30 book value. Yet with digit and blackberry and other subs you still have this ability to participate in a rally. I still very much question BB but as I said, even using Sept 30 prices FFH is cheap. Link to comment Share on other sites More sharing options...
Broeb22 Posted January 21, 2021 Share Posted January 21, 2021 DFH Link to comment Share on other sites More sharing options...
Spekulatius Posted January 21, 2021 Share Posted January 21, 2021 Just bought the FSLY shares I sold 3 days ago for $127.70 back for $88.50. Just resold those FSLY shares for $103.10 and put more into BRKB and BAM. The volatility in stocks like FSLY is mind boggling. It is probably a good idea to move into safety like FSLY but I can understand if someone who bought this much lower just continues to hold. Link to comment Share on other sites More sharing options...
Gregmal Posted January 22, 2021 Share Posted January 22, 2021 Grabbed some DDS for a one night stand. After the GME fun, who wants to be short going into the weekend? Link to comment Share on other sites More sharing options...
rkbabang Posted January 22, 2021 Share Posted January 22, 2021 Just bought the FSLY shares I sold 3 days ago for $127.70 back for $88.50. Just resold those FSLY shares for $103.10 and put more into BRKB and BAM. The volatility in stocks like FSLY is mind boggling. It is probably a good idea to move into safety like FSLY but I can understand if someone who bought this much lower just continues to hold. I bought at $23. That was 20% of my shares that I sold, bought back, and resold. I've now taken more than my cost basis out, so the remaining 80% of my shares are going to be a long term hold. Link to comment Share on other sites More sharing options...
Gregmal Posted January 25, 2021 Share Posted January 25, 2021 Grabbed some DDS for a one night stand. After the GME fun, who wants to be short going into the weekend? Took some of this off, also sold another 25% of GILT, swung proceeds of both into more BRK. Link to comment Share on other sites More sharing options...
willie2013 Posted January 25, 2021 Share Posted January 25, 2021 GRAMF Link to comment Share on other sites More sharing options...
Charlie Posted January 25, 2021 Share Posted January 25, 2021 Bought some Berkshire b shares. Apple and BYD shares look very good and the results from other main businesses should also be very good. :) Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted January 25, 2021 Share Posted January 25, 2021 Buying ffh. It's a big change for me. I haven't owned more than a small amount in years. It appears quite cheap relative to the rest of the market. It is selling at less than 90% of Sept 30 book value. Yet with digit and blackberry and other subs you still have this ability to participate in a rally. I still very much question BB but as I said, even using Sept 30 prices FFH is cheap. I bought more Fairfax today. Already been accumulating it due to its cheapness and the low bar, but also b/c it's made nearly $2B on BB in the last month and the market hasn't moved FFH's shares at all. I know its ephemeral if Prem doesn't capitalize on the rise, but if he does... Risk is limited because FFH shares haven't risen with BB at all so I wouldn't expect them to fall with it either if it blows up and Prem doesn't capitalize. Looking for an easy 10-30% here. Link to comment Share on other sites More sharing options...
jasonchin Posted January 25, 2021 Share Posted January 25, 2021 Ahold Delhaize - there is a hidden e-com marketplace in this. An element of parallel with Amazon-Whole Foods (however, at a much smaller scale). Link to comment Share on other sites More sharing options...
Pauly Posted January 25, 2021 Share Posted January 25, 2021 Bought some more BRK as penance for my Friday purchase of BB. Buying a small amount of BB was strictly gambling on the fact that the hive mind of WSB and its watchers would try to replicate what's been happening with GME. Right so far, but I'm not good at this game and will probably sell at the wrong time. Link to comment Share on other sites More sharing options...
ourkid8 Posted January 25, 2021 Share Posted January 25, 2021 Ditto! I bought more Fairfax today. Already been accumulating it due to its cheapness and the low bar, but also b/c it's made nearly $2B on BB in the last month and the market hasn't moved FFH's shares at all. I know its ephemeral if Prem doesn't capitalize on the rise, but if he does... Risk is limited because FFH shares haven't risen with BB at all so I wouldn't expect them to fall with it either if it blows up and Prem doesn't capitalize. Looking for an easy 10-30% here. Link to comment Share on other sites More sharing options...
cwericb Posted January 25, 2021 Share Posted January 25, 2021 Dumped the rest of Chou Ass. Dumped some in October but hung onto the rest until now and has been up 15-20% since I sold in October Added to RY (Royal Bank) a few weeks ago. Added to FFH today. Started a position in BRK.B. Also started a small position in WLF.TSXV (Wolfden Resources) just for fun - have been watching this for a couple of years and it seems they could be on to something interesting in Maine, at least Altius (ALS.TO) thinks so. Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 25, 2021 Share Posted January 25, 2021 Added to BRK.B and SE. Link to comment Share on other sites More sharing options...
Castanza Posted January 26, 2021 Share Posted January 26, 2021 WFC, BRK Link to comment Share on other sites More sharing options...
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