Author Topic: What are you buying today?  (Read 2194483 times)

Palantir

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Re: What are you buying today?
« Reply #990 on: February 12, 2015, 05:15:14 PM »
Bought EDV (Vanguard Extended Duration Treasury ETF) / shorted AMZN, LNKD and IWM.


BRING IT!!!!!!!!!!!!!!!
My Portfolio: AMZN, PYPL


ATLValue

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Re: What are you buying today?
« Reply #991 on: February 12, 2015, 05:54:16 PM »
Sold CTCM

wescobrk

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Re: What are you buying today?
« Reply #992 on: February 12, 2015, 06:12:03 PM »
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.

yadayada

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Re: What are you buying today?
« Reply #993 on: February 12, 2015, 06:37:22 PM »
Cramer hating on musk had something to do with this:
https://www.youtube.com/watch?v=OJ40QRTC0RA

mcliu

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Re: What are you buying today?
« Reply #994 on: February 12, 2015, 06:43:07 PM »
Cramer hating on musk had something to do with this:
https://www.youtube.com/watch?v=OJ40QRTC0RA

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.

wescobrk

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Re: What are you buying today?
« Reply #995 on: February 12, 2015, 06:45:31 PM »
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.

Palantir

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Re: What are you buying today?
« Reply #996 on: February 12, 2015, 07:56:07 PM »
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
My Portfolio: AMZN, PYPL

wescobrk

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Re: What are you buying today?
« Reply #997 on: February 12, 2015, 09:00:44 PM »
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.

wescobrk

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Re: What are you buying today?
« Reply #998 on: February 12, 2015, 09:05:40 PM »
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.

tede02

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Re: What are you buying today?
« Reply #999 on: February 13, 2015, 07:07:25 AM »
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.