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

To: Jurgis Bekepuris who wrote (60993)	8/12/2018 2:24:49 PM
From: Jurgis Bekepuris	Read Replies (4) \| Respond to of 78750

My top (>2%) positions in no particular order: BRKB, FRFHF, LSXMA, ISTB, JPM, EXXRF, DISCK, FB, BRS bond, MKL, AAPL In: Out: Fixed income: 9% Cash: 6% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 23%, Malone/media: 16%, Banks/financials: 9%, Cars: 1%, Oil: 2%, Medical/pharma: 1%, Tech: 13%, Various owner-operators (not included in other categories): 12% New positions: JD, ICE Positions increased: FDX, WBA, NXPI, FB, IPGP, Nanocap P, CNSWF, FFXDF Positions reduced: Positions eliminated: GDWN:GB, CBS Flip-flop: Sold GDWN:GB on pretty OK results and stock runup. If businesses continue to improve, this is probably not a good sale, but I don't see the company doing great for long term. Sold CBS on Les Moonves scandal. Bought initial positions in JD and ICE. Neither is very cheap or very attractive at current moment. Added to FDX, WBA, NXPI, FB, IPGP, CNSWF, FFXDF.