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

To: Jurgis Bekepuris who wrote (60178)	12/6/2017 7:52:01 AM
From: Wizhi	Respond to of 78683

I made a seed buy in Fairfax India yesterday. Still need to dig deeper at some details before I commit more money. :)

To: Jurgis Bekepuris who wrote (60178)	1/1/2018 4:51:07 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78683

My top (>2%) positions in no particular order: BRKB, FRFHF, LSXMA, JPM, EXXRF, ISTB, TESB.BE, DISCK, LVNTA, MKL, AAPL In: DISCK - price went up Out: Fixed income: 9% Cash: 7% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 23%, Malone/media: 16%, Banks/financials: 9%, Oil: 2%, Medical/pharma: 1%, Tech: 9%, Various owner-operators (not included in other categories): 17% New positions: AMCX, CARS Positions increased: VEEV, IDT, BRKB, FFXDF Positions reduced: BACPRL, Fannie/Freddie prefs, Microcap K Positions eliminated: Flip-flop: Microcap M (special situation workout) Sold some BACPRL as the yield is not very attractive anymore. Sold some Fannie/Freddie prefs as they have run up in expectation of political solution that benefits prefholders. Added to IDT, BRKB, FFXDF at OKish prices. Added a bit to VEEV - not a value stock. Bought some AMCX - yet another stock in media area. Bought some CARS - spin-off/IPO from Tegna with an activist shareholder and possibly improving future results. My 2017 IRR is about 18.8% underperforming SP500 and BRK.