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

To: Jurgis Bekepuris who wrote (61859)	4/9/2019 8:14:48 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78744

I like KKR too, but don’t own it yet. I agree on FDX and sold as well.

To: Jurgis Bekepuris who wrote (61859)	5/13/2019 12:24:02 AM
From: Jurgis Bekepuris	1 Recommendation Recommended By Spekulatius Read Replies (1) \| Respond to of 78744

My top (>2%) positions in no particular order: BRKB, FB, FRFHF, LSXMA, EXXRF, JPM, DISCK, MKL, AAPL In: Out: Fixed income: 2% Cash: 10% Sectors (kinda): Insurance (FRFHF, BRK, MKL): 23%, Malone/media: 16%, Banks/financials: 11%, Cars: 0%, Oil: 0%, Medical/pharma: 1%, Tech: 20%, Various owner-operators (not included in other categories): 8% New positions: OSSIF, PAR Positions increased: KKR, STNE, BKNG, BIDU, YY, TRRSF Positions reduced: FRFHF, SHOP Positions eliminated: MCHOY Sold MCHOY positions received in spinoff. Sold part of SHOP position as stock has run up a lot. Switched part of FRFHF position to TRRSF. Added to KKR, STNE, BKNG, BIDU, YY at similar or lower prices than before. Bought initial positions in OSSIF and PAR