Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jurgis Bekepuris who wrote (61978)	6/8/2019 12:35:22 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78710

My top (>2%) positions in no particular order: BRKB, FB, FRFHF, JPM, LSXMA, EXXRF, DISCK, MKL, AAPL In: Out: Fixed income: 2% Cash: 14% Sectors (kinda): Insurance (FRFHF, BRK, MKL): 23%, Malone/media: 9%, Banks/financials: 12%, Cars: 0%, Oil: 0%, Medical/pharma: 1%, Tech: 21%, Various owner-operators (not included in other categories): 8% New positions: TWTR Positions increased: GOOG, YY, JPM, BKNG, FB Positions reduced: LTRPA Positions eliminated: KHTRF, GLIBA, LBTYK, MSGN, CMCSA, LILA, LGFB After relooking at the future prospects and historical results, I have decided to sell my positions in a number of Liberty stocks: GLIBA, LBTYK, LILA, LGFB. Also sold MSGN and CMCSA in media space. Reduced position in LTRPA (Liberty TRIP holding co) based on mediocre TRIP results. Added to GOOG, YY, BKNG, FB. Rebought some JPM. Established new position in TWTR.