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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (59805)	9/5/2017 4:32:48 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78673

Ok, I'll follow you and will take a seed position in NNI now. This company looks undervalued to me, but seems to be undervalued for most of its history. Maybe its business - managing student loan payments - itself is risky (assuming rules/regs change with changes in gov't policies). ca.finance.yahoo.com

To: Jurgis Bekepuris who wrote (59805)	10/9/2017 1:02:59 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78673

My top (>2%) positions in no particular order: BRKB, FRFHF, LSXMA, JPM, EXXRF, LVNTA, LILA, DISCK, TESB.BE, ISTB, Fannie/Freddie prefs, MKL, AAPL In: Out: Fixed income: 8% Cash: 9% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 23%, Malone/media: 17%, Banks/financials: 8%, Oil: 2%, Tech: 7%, Various owner-operators (not included in other categories): 16% New positions: IPOAU Positions increased: BAC, BRKB, DISCK, MSGN Positions reduced: Fannie/Freddie prefs Positions eliminated: Flip-flop: Initial tracking position in IPOAU. Sold a bit of Fannie/Freddie prefs. Added some BAC, BRKB, DISCK, MSGN