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

To: Jurgis Bekepuris who wrote (61305)	10/17/2018 11:50:01 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78752

My top (>2%) positions in no particular order: BRKB, FRFHF, ISTB, JPM, LSXMA, FB, EXXRF, DISCK, BRS bond, MKL, AAPL In: Out: Fixed income: 9% Cash: 5% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 23%, Malone/media: 16%, Banks/financials: 9%, Cars: 1%, Oil: 2%, Medical/pharma: 1%, Tech: 14%, Various owner-operators (not included in other categories): 12% New positions: CALL Positions increased: FB, IPGP, BRKB, NPSNY, FFXDF Positions reduced: Nanocap I, NXPI Positions eliminated: JD, Microcap H Sold JD after CEO rape accusation. Sold some NXPI, decided it was not very attractive for me. Bought merger arbitrage position in CALL. Added to FB, IPGP, BRKB, NPSNY, FFXDF on weakness.