ATLValue Posted January 29, 2015 Share Posted January 29, 2015 MAT Also bought some MAT this week Link to comment Share on other sites More sharing options...
buylowersellhigh Posted January 29, 2015 Share Posted January 29, 2015 GOOG & PRAA Link to comment Share on other sites More sharing options...
bigbluffzinc Posted January 29, 2015 Share Posted January 29, 2015 Looking at RYAM, posted some thoughts here if anyone wants to take a look and let me know what they think. (Established a small position) http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/ryam-rayonier-advanced-materials/30/ I also established a large position in Amaya at $27 but will likely add pre-earnings report due to the strength of the US dollar relative to the Canadian dollar impacting the price more than recognition of underlying value. Link to comment Share on other sites More sharing options...
berkshire101 Posted February 3, 2015 Share Posted February 3, 2015 Initiated a position in CPSI. Link to comment Share on other sites More sharing options...
Lance Posted February 3, 2015 Share Posted February 3, 2015 EDV Thanks, Lance Link to comment Share on other sites More sharing options...
wachtwoord Posted February 3, 2015 Share Posted February 3, 2015 Bought more NOV (exited the last of my FCAU for that) Link to comment Share on other sites More sharing options...
undervalued Posted February 3, 2015 Share Posted February 3, 2015 Sold BPY and initiated CBI. Link to comment Share on other sites More sharing options...
wachtwoord Posted February 4, 2015 Share Posted February 4, 2015 CBI Link to comment Share on other sites More sharing options...
jouni1 Posted February 6, 2015 Share Posted February 6, 2015 LNG 8) Link to comment Share on other sites More sharing options...
orion Posted February 6, 2015 Share Posted February 6, 2015 MCR (Macro Enterprises) + LBRDA Link to comment Share on other sites More sharing options...
Liberty Posted February 6, 2015 Share Posted February 6, 2015 MCR (Macro Enterprises) + LBRDA Out of curiosity, for LBRDA, were you waiting for the FCC to show its hand? Did you already own some and now you're adding, or is this your first buy? Thanks. Link to comment Share on other sites More sharing options...
orion Posted February 6, 2015 Share Posted February 6, 2015 @Liberty: The FCC didn´t affect my decision. Got my first LBRDA shares from the Spin-off, then added from time to time to this position. It´s part of my "Malone basket". Link to comment Share on other sites More sharing options...
Liberty Posted February 6, 2015 Share Posted February 6, 2015 Ok, thanks. :) Link to comment Share on other sites More sharing options...
Lance Posted February 10, 2015 Share Posted February 10, 2015 Bought EDV (Vanguard Extended Duration Treasury ETF) / shorted AMZN, LNKD and IWM. Thanks, Lance Link to comment Share on other sites More sharing options...
InsecurityAnalysis Posted February 11, 2015 Share Posted February 11, 2015 CBI and STN Link to comment Share on other sites More sharing options...
Palantir Posted February 13, 2015 Share Posted February 13, 2015 Bought EDV (Vanguard Extended Duration Treasury ETF) / shorted AMZN, LNKD and IWM. BRING IT!!!!!!!!!!!!!!! Link to comment Share on other sites More sharing options...
ATLValue Posted February 13, 2015 Share Posted February 13, 2015 Sold CTCM Link to comment Share on other sites More sharing options...
wescobrk Posted February 13, 2015 Share Posted February 13, 2015 I bought Tesla (below $200) for the first time. Who knows what happens over the next 5 months, but over the next 5 years (Elon will step down probably after model 3 as CEO but he said he will be part of the company forever) this looks very lucrative, in my judgement. I'm sure "value" investors will think I'm insane but I agree with Buffett about investors showing their ignorance about using that terminology as a "value" investor or "growth" investor. I really liked it when Cramer said it wasn't a 'real' company. Thanks Cramer for possibly giving me a better price. What an idiotic statement (not a real company). If it drops even more then I'll buy more. Link to comment Share on other sites More sharing options...
yadayada Posted February 13, 2015 Share Posted February 13, 2015 Cramer hating on musk had something to do with this: Link to comment Share on other sites More sharing options...
mcliu Posted February 13, 2015 Share Posted February 13, 2015 Cramer hating on musk had something to do with this: LOL "we're not bear stearns" Can't believe shares IPOed at only 17 just 3 years ago. In hindsight, that's quite a bargain. Link to comment Share on other sites More sharing options...
wescobrk Posted February 13, 2015 Share Posted February 13, 2015 I can understand Cramer saying that in 2010 but in 2015. Give me a break. Unfortunately, Munger told Musk the same thing (I don't recall Musk mentioning the year) but Musk was pretty saddened to hear Munger tell him at lunch the number of ways Tesla would fail. Now, of course, Munger is a fan. I love Munger but even he got Tesla wrong (and maybe BYD). I, personally, think they should sell BYD and buy Tesla, but that certainly won't happen. Full disclosure, I haven't followed BYD, it may well prove to be successful, but I'm not impressed based on the little knowledge I have of it. Link to comment Share on other sites More sharing options...
Palantir Posted February 13, 2015 Share Posted February 13, 2015 I bought Tesla (below $200) for the first time. Who knows what happens over the next 5 months, but over the next 5 years (Elon will step down probably after model 3 as CEO but he said he will be part of the company forever) this looks very lucrative, in my judgement. I'm sure "value" investors will think I'm insane but I agree with Buffett about investors showing their ignorance about using that terminology as a "value" investor or "growth" investor. I really liked it when Cramer said it wasn't a 'real' company. Thanks Cramer for possibly giving me a better price. What an idiotic statement (not a real company). If it drops even more then I'll buy more. Been thinking about doing the same. But wait... http://www.businessinsider.com/heres-more-evidence-that-apple-could-be-working-on-a-car-2015-2 Link to comment Share on other sites More sharing options...
wescobrk Posted February 13, 2015 Share Posted February 13, 2015 I bought Tesla (below $200) for the first time. Who knows what happens over the next 5 months, but over the next 5 years (Elon will step down probably after model 3 as CEO but he said he will be part of the company forever) this looks very lucrative, in my judgement. I'm sure "value" investors will think I'm insane but I agree with Buffett about investors showing their ignorance about using that terminology as a "value" investor or "growth" investor. I really liked it when Cramer said it wasn't a 'real' company. Thanks Cramer for possibly giving me a better price. What an idiotic statement (not a real company). If it drops even more then I'll buy more. Been thinking about doing the same. But wait... http://www.businessinsider.com/heres-more-evidence-that-apple-could-be-working-on-a-car-2015-2 If it drops, I hope it happens in late March after my BAC might hit $18 :) I'll sell some bac and buy something else. i wanted to buy somepriceline this week but damn expedia boosted the bid offer, telsa's bid dropped today, thus I went with the latter, at least for now. Link to comment Share on other sites More sharing options...
wescobrk Posted February 13, 2015 Share Posted February 13, 2015 Apple is amazing what it has accomplished but at some point it'll have several years of sideways movement. i'm certainly not smart enough to know when, but I wouldn't bet on a lot of growth if I was forced to wager, from this price anyway. I was thinking the same thing after Mohnish made the comments about Google recently. The growth from here isn't clear, at least to me. Those companies aren't my game though so take my opinion for what it's worth, which is about nothing for those companies as I didn't buy them years ago when an intelligent investor should have. Link to comment Share on other sites More sharing options...
tede02 Posted February 13, 2015 Share Posted February 13, 2015 Followed Klarmen into BXE. But let me be clear, my position is peanuts (and I've learned some lessons about following gurus before)! But I've always wanted to understand the oil/gas industry better. Owning something will give me further incentive to do so. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now