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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (66863)	3/12/2021 9:06:44 AM
From: Madharry	Read Replies (1) of 78818

scratching my head a lil. softbank market cap about $169 billion yet its net asset value should have improved about $23 billion after yesterdays IPO .of Coupang. the stock only went up about 2-3%. it continues to be among my larger positions so just happily holding it. My MREITs LADR NRZ and STWD continue to perform well. MAC seems to be holding up but not moving upward as i d hoped. BWEL broke $700 briefly. Latest plays EBIX and FTAI both up nicely since I purchased them with lots of tailwinds. AXU getting beaten up along with the decline in silver. BABA looks like its pretty stable right now. DISC making new highs holding on. It pays to diversify.

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