Author Topic: What are you buying today?  (Read 852704 times)


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Re: What are you buying today?
« Reply #2810 on: March 23, 2018, 06:00:36 PM »
FB. Thesis is simple , Cash machine having what seems to be a temporary problem. If engagement reduces i might think otherwise, but this price is pretty good for a great efficient company

Same here, I added to my small Fb position. I also bought CMCSA - relatively cheap asset at 8x EBITDA and good operators.
To be a realist, one has to believe in miracles.