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 (62209)	8/19/2019 12:45:11 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78712

My top (>2%) positions in no particular order: BRKB, FB, JPM, LSXMA, EXXRF, DISCK, FRFHF, MKL, AAPL In: Out: Fixed income: 2% Cash: 17% Sectors (kinda): Insurance (FRFHF, BRK, MKL): 19%, Malone/media: 9%, Banks/financials: 12%, Cars: 0%, Oil: 0%, Medical/pharma: 1%, Tech: 22%, Various owner-operators (not included in other categories): 7% New positions: Positions increased: GOOG, YY, KKR Positions reduced: IPOAU Positions eliminated: SODI, QRTEA Flip-flop: BRFRF Sold remainder of SODI. Sold QRTEA on weak results. Flip-flopped out of BRFRF with positive-wash. Sold some IPOAU on the plans to merge with Virgin Galactic. Kept the remainder for fun ... and maybe good place in queue and discounted tickets for spaceflight ;). Added more GOOG, YY, KKR.