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

To: Jurgis Bekepuris who wrote (60708)	4/17/2018 7:44:28 PM
From: Spekulatius	1 Recommendation Recommended By Jurgis Bekepuris Read Replies (1) \| Respond to of 78717

Largest positions for me (in no particular order) are BRK.B, ENB, FRFH, AXS, SEP, LAACZ, FB. Adds were FB, GOOG, FRFH and CMCSA. I bumped up the FB to ~4% and GOOG to a 3% position. I want to do the same with CMCSA eventually. I sold GE, BWP and a few odds and ends at a loss. BWP is one that i’d Like to buy back. I am currently in the process of buying a house and selling one too, so while I am in transition, cash in my taxable account is a bit tight.

To: Jurgis Bekepuris who wrote (60708)	5/7/2018 1:51:44 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78717

My top (>2%) positions in no particular order: BRKB, FRFHF, ISTB, JPM, EXXRF, LSXMA, DISCK, MKL, AAPL In: Out: GLIBA - price drop Fixed income: 10% Cash: 7% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 23%, Malone/media: 16%, Banks/financials: 9%, Cars: 1%, Oil: 2%, Medical/pharma: 1%, Tech: 10%, Various owner-operators (not included in other categories): 13% New positions: TWX, TITR:IT Positions increased: BAC, FFXDF, LBRDA, NTES, GLIBA, FB Positions reduced: Microcap G, Nanocap J Positions eliminated: Z, ODET:FR, CHUBA/CHUBK Flip-flop: Nanocap L It looks like a lot of activity in rather short period of time. Sold Z due to the new business of house flipping that has quite uncertain future results. Sold ODET:FR due to Vincent Bollore criminal investigation and upcoming succession. Sold CHUBA/CHUBK - acquired by private equity. Added to BAC, FFXDF, LBRDA, NTES, GLIBA, FB based on prices and cash availability. Bought new positions in TWX - possibly OK price whether merger goes through or not; and TITR:IT - Telecom Italia based on activist investor elections to the board.