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

To: Jurgis Bekepuris who wrote (59891)	10/9/2017 4:46:21 PM
From: Paul Senior	Respond to of 78672

Re BAC -- I am still holding on. Citigroup still trades a little under stated BV (BAC a little above). I'm in today for a few more C shares (fwiw).

To: Jurgis Bekepuris who wrote (59891)	11/5/2017 6:33:12 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78672

My top (>2%) positions in no particular order: BRKB, FRFHF, LSXMA, JPM, EXXRF, TESB.BE, LVNTA, LILA, ISTB, Fannie/Freddie prefs, MKL, AAPL In: Out: DISCK - price drop Fixed income: 8% Cash: 8% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 23%, Malone/media: 16%, Banks/financials: 9%, Oil: 2%, Medical/pharma: 1%, Tech: 8%, Various owner-operators (not included in other categories): 16% New positions: Nanocap L, VEEV Positions increased: DISCK, NPSNY, NTES, MSGN, Positions reduced: Positions eliminated: Flip-flop: Added DISCK and MSGN as stocks continued to drop. Added NPSNY and NTES. Initial tracking position of VEEV. Not a value stock.