Hopped Up Capital @AdjustedBeer
Trading. Investing. Capital. Maybe some other stuff. Joined February 2016-
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`git blame`, more often than not, is more like `git learn`.
One of the toughest challenges with selling is - if you're doing a good job on the buy-side - you're closing out (or trimming) positions you still *really* like more often than not. The only "easy" sales are thesis changes.
@pmje73 @PrefShares You'd think.
@AgInAustin1 My understanding is that filing a Form 15 means that reporting obligations stop (immediately) but deregistration isn't formal until +90 days (and, in theory, during that 90 day period the SEC could deny it).
$JXN seems crazy cheap from a superficial glance, and I get that annuities can be super profitable... but I dislike overly complicated financial products where lots of things can go wrong for all involved (and wipe out the firm's equity). Goes in the "too hard" pile.
👀So $FOSL bought back shares last quarter.
Good news/bad news: The price is going up, but I'm still accumulating.
@FatTailCapital At this point they might as well throw in a couple "free" (per household) with membership renewal each year.
Selling my least attractive position - that I still like over the next few years - to purchase something I like more still feels weird even if it's absolutely the right thing to do.
Why does @MoodysInvSvc insist on using such _massive_ paragraphs in their research summaries?
One of the things I love about investing - and any other activity that keeps me involved in the wide world of business and people thinking - is that I can spend the morning doing an initial deep dive into "5G" and the afternoon buried in technical advances in toiletries.
@narst43 @JohnHuber72 In case anyone else has not, they've posted official versions of their old letters on their foundation web site under the Investing tab: igyfoundation.org.uk
@brrrzooka @Paolo_Bernardi @TheStalwart Maybe RH's Big Data predicted you'd post about it on the Internet.
"Fabricated Transactions and Restructuring" is quite the line item.
@Floebertus @Astoria_Capital @MoS_Investing He sold 3x as many a year ago around this time and still has another 345,588 shares/rights. Not sure it means much one way or another. I'd be more interested if he/others were buying, but we don't always get the benefit of such luck.
What would the banker on the Revlon account in 2020 do? wsj.com/articles/citig…
@fahdananta Seems like most of the replies are industries rather than companies. Numerous industries may be unlikely to go anywhere, but the individual players within and their benefit to shareholders will likely vary widely. I'd say water isn't going anywhere. ;)
Many folks are certain they know how much $BABA other investors own based on 13F filings. Apparently overlooking that internationally traded holdings like, say, $SEHK:9988 are excluded from 13F filings (along with Pink Sheets, but not relevant here). No one really knows.
Terrific interview (2013) with Li Lu of Himalaya Capital. His clarity of thinking - and its approachability - are noteworthy. www8.gsb.columbia.edu/valueinvesting…
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