Jmac42600 Posted April 27, 2021 Share Posted April 27, 2021 TOI.V Link to comment Share on other sites More sharing options...
Libs Posted April 28, 2021 Share Posted April 28, 2021 More CASH, at 3X what I paid a year ago. 10% position now. Link to comment Share on other sites More sharing options...
wabuffo Posted April 28, 2021 Share Posted April 28, 2021 More CASH, at 3X what I paid a year ago. 10% position now. Diamond hands, never sell...... LOL wabuffo Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 28, 2021 Share Posted April 28, 2021 a bit of FB Link to comment Share on other sites More sharing options...
formthirteen Posted April 28, 2021 Share Posted April 28, 2021 Adding to FB Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 28, 2021 Share Posted April 28, 2021 2 hours ago, formthirteen said: Adding to FB Maybe we should've bought more. Link to comment Share on other sites More sharing options...
Ilyich Posted April 29, 2021 Share Posted April 29, 2021 Pulled a small trigger on Delfi, SGX: P34 Link to comment Share on other sites More sharing options...
formthirteen Posted April 29, 2021 Share Posted April 29, 2021 7 hours ago, fareastwarriors said: Maybe we should've bought more. Yes Feels like I am too diversified and FB is one of my high-conviction ideas that I would be comfortable having a 10% position in, but I'm not there yet. Link to comment Share on other sites More sharing options...
Castanza Posted April 29, 2021 Share Posted April 29, 2021 adds ATCO, PCYO, LUMN, MO Link to comment Share on other sites More sharing options...
Gregmal Posted April 29, 2021 Share Posted April 29, 2021 Trimmed some BRKB, added to ARKG short, PTON puts, and picked up a few MSFT+APTS. Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 29, 2021 Share Posted April 29, 2021 a bit of BABA Link to comment Share on other sites More sharing options...
Every Banana Counts Posted April 29, 2021 Share Posted April 29, 2021 BABA Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 30, 2021 Share Posted April 30, 2021 Brk.B Link to comment Share on other sites More sharing options...
Gregmal Posted May 3, 2021 Share Posted May 3, 2021 added to ALCO Link to comment Share on other sites More sharing options...
Castanza Posted May 3, 2021 Share Posted May 3, 2021 (edited) Small spec positions in IDN and PLBY thanks @wabuffoand @Jmac42600 Edit: a little more ATCO before earnings.... Edited May 3, 2021 by Castanza Link to comment Share on other sites More sharing options...
maplevalue Posted May 4, 2021 Share Posted May 4, 2021 started position in Morguard North American Residential REIT (MRG.UN) Link to comment Share on other sites More sharing options...
Gregmal Posted May 5, 2021 Share Posted May 5, 2021 (edited) On 5/3/2021 at 1:09 PM, Gregmal said: added to ALCO Don't feel like starting a separate thread, but nice release here. https://www.alicoinc.com/news/detail/1359/alico-inc-announces-strategic-actions-to-increase So again, not the most exciting setup, but to me its a great quasi cash alternative(or free-2% carry if you've got some balls and some margin tolerance). Similar to FRP Holdings setup. You've seen the stress tested downside last year. Now there's material changes to the upside, and a proven management team. Alico has quietly taken some very positive and pro shareholder steps. The targeted ~40M annual EBITDA in a few years makes this compelling and still gives you a lot of free call options. And yea, there's started to be interest in the land. Which IMO is definitely not the best located land in FL, but FL land nonetheless and the soil they are situation on is ideal for building w/ high sand content. If, as alluded to by management, land sales start coming in(some already under contract), you could get a massive rerating here. Regardless, should see continued balance sheet improvement, cash flow ramp, and dividend increases. Just my 2C. Feel free to short it as well. Edited May 5, 2021 by Gregmal Link to comment Share on other sites More sharing options...
formthirteen Posted May 5, 2021 Share Posted May 5, 2021 More ALCO yesterday (Thanks Gregmal). More VNT today. Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 5, 2021 Share Posted May 5, 2021 More APTS Link to comment Share on other sites More sharing options...
John Hjorth Posted May 5, 2021 Share Posted May 5, 2021 Added to BAM last week, and added to BAM & SCHO.CPH today. Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 5, 2021 Share Posted May 5, 2021 PCYO Link to comment Share on other sites More sharing options...
ourkid8 Posted May 5, 2021 Share Posted May 5, 2021 Additional BABA Link to comment Share on other sites More sharing options...
Castanza Posted May 5, 2021 Share Posted May 5, 2021 IDN. APTS Link to comment Share on other sites More sharing options...
Spekulatius Posted May 5, 2021 Share Posted May 5, 2021 Tracking positions in QLYS and in recent medtech IPO NPCE (speculative). Link to comment Share on other sites More sharing options...
ValuePadawan Posted May 6, 2021 Share Posted May 6, 2021 CDLX in size, now my largest position, Link to comment Share on other sites More sharing options...
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