John Hjorth Posted August 2, 2019 Share Posted August 2, 2019 Added to my Exor position. What am I missing? SOP-Value should be ~100 EUR vs. 62 EUR share price. orion, To me personally, this is a great move, and you aren't really missing anything. Gísli [CoBF member Sportgamma] posted not so long ago in the EXOR topic here on CoBF a link to Gísli's website containing a spreadsheet containing a real time SOTP valuation of EXOR. [ Link ][Website post of December 8th 2018]. - - - o 0 o - - - It's just so great to have fellow CoBF members, who share wonderful stuff like this. - - - o 0 o - - - Edit: Somehow TwoCitiesCapital beat me to it. Link to comment Share on other sites More sharing options...
orion Posted August 2, 2019 Share Posted August 2, 2019 John, thank you! Link to comment Share on other sites More sharing options...
Spekulatius Posted August 2, 2019 Share Posted August 2, 2019 Happy BRK.B <$200 Friday. Is that safe to do? - Wouldn't it be more safe buying some 30 years negative yielding German Bund? [<- J/K] Is it safe? Link to comment Share on other sites More sharing options...
bizaro86 Posted August 2, 2019 Share Posted August 2, 2019 Sold some BRK.B puts - added to IBKR with the proceeds+ Link to comment Share on other sites More sharing options...
Castanza Posted August 2, 2019 Share Posted August 2, 2019 Wrote puts on NWL (Aug. 16, $14). Thanks, Lance Nice call on this! Link to comment Share on other sites More sharing options...
Spekulatius Posted August 2, 2019 Share Posted August 2, 2019 Bought some LYB ( I felt the earnings report was way better than the stock response to it) and a little more WMB. $$$Dividends. Link to comment Share on other sites More sharing options...
DooDiligence Posted August 2, 2019 Share Posted August 2, 2019 BRK & VDE Link to comment Share on other sites More sharing options...
Viking Posted August 2, 2019 Share Posted August 2, 2019 Reestablished a position in BRK. Link to comment Share on other sites More sharing options...
wisowis Posted August 2, 2019 Share Posted August 2, 2019 Also BRK Link to comment Share on other sites More sharing options...
gokou3 Posted August 3, 2019 Share Posted August 3, 2019 More BRKB at $199.50 8) Link to comment Share on other sites More sharing options...
Viking Posted August 3, 2019 Share Posted August 3, 2019 Now I understand why BRK went up $4 in the last 4 hours of trading... too much buying from people on this board. Link to comment Share on other sites More sharing options...
Lance Posted August 3, 2019 Share Posted August 3, 2019 Wrote puts on NWL (Aug. 16, $14). Thanks, Lance Nice call on this! Thanks Castanza. Link to comment Share on other sites More sharing options...
Charlie Posted August 3, 2019 Share Posted August 3, 2019 I also bought some Berkshire B shares. Nice prices before a probably good earnings release and I liked the Apple results. :) Link to comment Share on other sites More sharing options...
Gregmal Posted August 5, 2019 Share Posted August 5, 2019 FRPH Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 5, 2019 Share Posted August 5, 2019 Hmm, slight dip today but what to buy? Link to comment Share on other sites More sharing options...
gfp Posted August 5, 2019 Share Posted August 5, 2019 I’m a buyer of BRK.B call options for Jan 2020 expiry today. Link to comment Share on other sites More sharing options...
boilermaker75 Posted August 5, 2019 Share Posted August 5, 2019 Wrote some BRKB 195-strike, Aug. 9 expiration puts. Link to comment Share on other sites More sharing options...
thepupil Posted August 5, 2019 Share Posted August 5, 2019 BRK/B FRPH VNO MAND SP Link to comment Share on other sites More sharing options...
Castanza Posted August 5, 2019 Share Posted August 5, 2019 Added to: BERY WFC Link to comment Share on other sites More sharing options...
John Hjorth Posted August 5, 2019 Share Posted August 5, 2019 Gents, please note that it's still only some hours ago, that alwaysinvert posted here on CoBF today: I still think the main complication is that he can't get size and this was tested a bit in Q3 2018, with the result being that the stock gained pretty much every day for a month. If he could get $10b worth of stock at $200, I'm sure he wouldn't mind. But the issue is that if he ratcheted up buybacks fast in any one period, the market would be informed before he could gain much ground. He needs to somehow convince the market that he won't backstop the stock price and has failed to do so thus far. Hence the tepid buybacks. This makes it sound like buybacks is the only thing on his mind, which obviously is not true. However, any feasible strategy for long-term use of funds without dividending out portions must necessarily include sizable buybacks. It just so striking. This - today - is his [Mr. Buffett's] favorite playground. Link to comment Share on other sites More sharing options...
Gregmal Posted August 5, 2019 Share Posted August 5, 2019 Also added some more CLF calls (glutton for punishment) and am eyeing some $150 BRK calls if we get a little closer to $190 Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted August 5, 2019 Share Posted August 5, 2019 Cash. Following the sale of 20% of my S&P 500 puts. Waiting for 30+ VIX to sell more. Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 5, 2019 Share Posted August 5, 2019 Added a tiny bit to BRK.B and WFC Link to comment Share on other sites More sharing options...
DooDiligence Posted August 5, 2019 Share Posted August 5, 2019 Added to BRK.B Started a position in WFC, pretty much because of the last half dozen or so posts by koshigoe. http://www.cornerofberkshireandfairfax.ca/forum/profile/?area=showposts;u=9320 Link to comment Share on other sites More sharing options...
gfp Posted August 5, 2019 Share Posted August 5, 2019 Added to BRK.B Started a position in WFC, pretty much because of the last half dozen or so posts by koshigoe. http://www.cornerofberkshireandfairfax.ca/forum/profile/?area=showposts;u=9320 Saw this posted on another board today as well http://sabercapitalmgt.com/wp-content/uploads/2019/07/WFC-Unexciting-Idea-But-Exciting-Value-2019-07-01.pdf Wells looks good to me. I hope it's correct that Berkshire can stop selling. Link to comment Share on other sites More sharing options...
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