Author Topic: What are you buying today?  (Read 1877513 times)

Spekulatius

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Re: What are you buying today?
« Reply #4410 on: December 03, 2019, 12:16:15 PM »
Added to DD and CTVA.

Also adding to CCU.


Why CCU? or why add now?

Because itís down 3.5% and itís cheap. Even protesters like beer and get thirsty.
Life is too short for cheap beer and wine.


Castanza

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Re: What are you buying today?
« Reply #4411 on: December 03, 2019, 04:31:06 PM »
Started position in WMB
Core: BRK | MSFT | GOOG | | VZ | INTC | RTX | MSGS | BATRK | TPL | USB | PNC | BAC | PCYO | GRBK | PLNT | ESPO | HACK

Gregmal

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Re: What are you buying today?
« Reply #4412 on: December 05, 2019, 07:23:19 AM »
Added a little DD under 62. Sold some CLF to fund it and pay down a bit of margin. Still like CLF but I dont totally care to play the acquisition game in an overweigh fashion.

CorpRaider

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Re: What are you buying today?
« Reply #4413 on: December 06, 2019, 12:19:41 PM »
VIAC, where no money has gone before.

Gregmal

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Re: What are you buying today?
« Reply #4414 on: December 06, 2019, 03:25:03 PM »
Bought a few shares of BLUE after hours. Not sure why the company would post great news Friday after the close, but its an opportunity for me to make money, so I'll take it.

Spekulatius

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Re: What are you buying today?
« Reply #4415 on: December 06, 2019, 03:54:23 PM »
Added a little DD under 62. Sold some CLF to fund it and pay down a bit of margin. Still like CLF but I dont totally care to play the acquisition game in an overweigh fashion.

Same here. I also got another lot of CVTA.
Life is too short for cheap beer and wine.

Dynamic

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Re: What are you buying today?
« Reply #4416 on: December 10, 2019, 05:31:16 PM »
Wrote some FIT puts at $6.50 strike expiring 3,10,17,24 days out, replacing and adding to some that expired on Friday last week.

I had also written some BRK.B $217.50 strike puts last week expiring this Friday.

gjangal

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Re: What are you buying today?
« Reply #4417 on: December 10, 2019, 06:55:53 PM »

WORK - I have a one liner thesis for Slack. Corporate facebook with a $85 ARPU. Just need to get to 50 mn paid subs which is is doable i think.

MTCH - Huge addressable market still left. Network effects. Promising customer segmentation strategy. 22% unit growth in subscribers.

Spekulatius

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Re: What are you buying today?
« Reply #4418 on: December 10, 2019, 07:20:00 PM »

WORK - I have a one liner thesis for Slack. Corporate facebook with a $85 ARPU. Just need to get to 50 mn paid subs which is is doable i think.

MTCH - Huge addressable market still left. Network effects. Promising customer segmentation strategy. 22% unit growth in subscribers.

Facebook has already a corporate Facebook version. Work looks more like Discord to me. I actually heard that some upstarts use Discord.
Life is too short for cheap beer and wine.

Spekulatius

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Re: What are you buying today?
« Reply #4419 on: December 10, 2019, 07:20:51 PM »
Added some CMCSA.
Life is too short for cheap beer and wine.