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

To: Jurgis Bekepuris who wrote (61788)	3/10/2019 3:22:55 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78715

I'll put EXXRF on my watch list. STNE, TRRSF look too tough for me.

To: Jurgis Bekepuris who wrote (61788)	4/8/2019 2:05:24 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78715

My top (>2%) positions in no particular order: BRKB, FB, FRFHF, LSXMA, EXXRF, JPM, DISCK, MKL, AAPL In: Out: Fixed income: 2% Cash: 12% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 22%, Malone/media: 16%, Banks/financials: 10%, Cars: 0%, Oil: 0%, Medical/pharma: 1%, Tech: 19%, Various owner-operators (not included in other categories): 8% New positions: KKR Positions increased: BKNG, BIDU, STNE, FB, YY Positions reduced: JPM Positions eliminated: FDX, NNI Sold FDX position as my confidence dropped regarding its future business results. Sold NNI position based on unclear business future. Reduced JPM position based on limited future return expectations. Bought new position in KKR at seemingly attractive valuation and since it has converted to C-corp and shareholders will no longer have to deal with K-1. Added to BKNG, BIDU, STNE, FB, YY though prices are not great.