Agrippa07 Posted April 20, 2021 Share Posted April 20, 2021 added to MO and smaller additions to BABA, VIAC and DISCK Link to comment Share on other sites More sharing options...
SleepyCapital Posted April 20, 2021 Share Posted April 20, 2021 Starter position in Gores Holdings (GHVI), which is down 50% from February high and being slammed along with all the other SPAC's and technology stocks despite already locking in a very interesting business (Matterport). I (think) could be a multi-bagger. Link to comment Share on other sites More sharing options...
wabuffo Posted April 20, 2021 Share Posted April 20, 2021 (edited) IDN - Intellicheck. Very speculative micro-cap. Could be a mistake. Edited April 20, 2021 by wabuffo Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 20, 2021 Share Posted April 20, 2021 More INDT and APTS Link to comment Share on other sites More sharing options...
Fahrweid Posted April 20, 2021 Share Posted April 20, 2021 Litte bit of MO & TCEHY Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 20, 2021 Share Posted April 20, 2021 Picked up some Prosus Link to comment Share on other sites More sharing options...
MattR Posted April 20, 2021 Share Posted April 20, 2021 Increased my positions in Mo and BTI. Was cheap before even cheaper now. Link to comment Share on other sites More sharing options...
changegonnacome Posted April 21, 2021 Share Posted April 21, 2021 9 hours ago, Gregmal said: I have both. S just seems relatively cheaper with much less risk. Just less of a catalyst/reopening play. Dolans done mighty fine in regards to creating shareholder value over the years, so Id expect that to continue. EDIT: also added a few JOE today Got ya makes sense - I've read a couple of articles, one recently with Pete Townsend from the Who and he was talking about touring artists fighting over venue availability.......bodes well for MSG, Radio City, Beacon, Chicago Theatre etc. Link to comment Share on other sites More sharing options...
Ilyich Posted April 21, 2021 Share Posted April 21, 2021 FLOW Traders - a forward PE of 6x and a dividend yield of "a lot". Its normally a hedge position but its performing more like a deep value stock that one would long. Link to comment Share on other sites More sharing options...
John Hjorth Posted April 21, 2021 Share Posted April 21, 2021 Added to SCHO.CPH today. Link to comment Share on other sites More sharing options...
Gregmal Posted April 21, 2021 Share Posted April 21, 2021 picked up a few NVR Link to comment Share on other sites More sharing options...
Libs Posted April 22, 2021 Share Posted April 22, 2021 On 4/20/2021 at 10:26 AM, wabuffo said: IDN - Intellicheck. Very speculative micro-cap. Could be a mistake. Wabuffo This is interesting. Hard to see if their current edge in technology lasts. But the CEO has a good record of growing & selling off businesses. Link to comment Share on other sites More sharing options...
wabuffo Posted April 22, 2021 Share Posted April 22, 2021 I'll start a new topic to discuss - if you like. I think their technological edge will last for quite a while. wabuffo Link to comment Share on other sites More sharing options...
Libs Posted April 22, 2021 Share Posted April 22, 2021 1 hour ago, wabuffo said: I'll start a new topic to discuss - if you like. I think their technological edge will last for quite a while. wabuffo Sure! Link to comment Share on other sites More sharing options...
Jmac42600 Posted April 22, 2021 Share Posted April 22, 2021 Just bought some PLBY and PCT. Both recently went public via SPAC, have wide moats, and have a lot of growth potential ahead. Link to comment Share on other sites More sharing options...
Gregmal Posted April 22, 2021 Share Posted April 22, 2021 Started a plain vanilla short on NFLX. ~1.5% position. Link to comment Share on other sites More sharing options...
LC Posted April 22, 2021 Share Posted April 22, 2021 (edited) I did the same. Prefer puts but the premium is a bit high. NFLX has quite a bit of headwinds ahead of it. Competition is not going anywhere and will just intensify, I am not sure where they can squeeze additional growth, and with COVID winding down, my guess is more people would prefer to be outside vs. their living room. I also rarely short so this is a smaller % of the portfolio compared to Greg's above. Edited April 22, 2021 by LC Link to comment Share on other sites More sharing options...
Charlie Posted April 23, 2021 Share Posted April 23, 2021 Bought some Berkshire b shares. Business results should be very good and there could be a pre-Berkshire annual meeting rallye. Link to comment Share on other sites More sharing options...
blindsquirrel Posted April 23, 2021 Share Posted April 23, 2021 Im buying some Etsy , the next decade is gonna be fun ! https://blindsquirrel.substack.com/p/etsy-the-power-of-special Link to comment Share on other sites More sharing options...
Castanza Posted April 23, 2021 Share Posted April 23, 2021 5 hours ago, blindsquirrel said: Im buying some Etsy , the next decade is gonna be fun ! https://blindsquirrel.substack.com/p/etsy-the-power-of-special Agreed, enjoyed the writeup. I've been accumulating a position as well. 1 Link to comment Share on other sites More sharing options...
Castanza Posted April 23, 2021 Share Posted April 23, 2021 (edited) Small position in JOE, added to ETSY. APTS Edited April 23, 2021 by Castanza Link to comment Share on other sites More sharing options...
irnovo Posted April 25, 2021 Share Posted April 25, 2021 On 4/20/2021 at 1:26 PM, wabuffo said: IDN - Intellicheck. Very speculative micro-cap. Could be a mistake. IDN has nice growth potential and valuation is "cheap". Seems like they use AAMVA/DMV database for ID verification. I am curious do they have exclusive right to the use of databases for ID check? Can any other company also offer similar service by accessing the same databases? Link to comment Share on other sites More sharing options...
ncage Posted April 25, 2021 Share Posted April 25, 2021 More $JD & $BTC with the recent dip Link to comment Share on other sites More sharing options...
Gregmal Posted April 26, 2021 Share Posted April 26, 2021 NVDA. Have come around to liking quite a bit the prospects of a long Z at 1%, long NVDA at 1%, and short NFLX at 1.5% trade. Link to comment Share on other sites More sharing options...
Gregmal Posted April 27, 2021 Share Posted April 27, 2021 Started some TRMT Link to comment Share on other sites More sharing options...
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