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

To: Jurgis Bekepuris who wrote (62389)	8/19/2019 10:07:40 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78715

Fwiw, I'm sort of on the other side of your buys. I give up a little on YY, and have recently sold some of my small position (loss). I decided I don't understand their business and/or what's going on with the stock decline, and would rather have money in other Chinese stocks. I have faith in Malone as director, and QRTEA as a business. I'll be increasing my position if stock will drop a bit. I'll stay away from KKR. I've enough K-1 partnership stocks and I'm not willing to buy anymore unless the stock looks really compelling, which KKR doesn't to me. Of course, all jmo, and I've been wrong many, many times.

To: Jurgis Bekepuris who wrote (62389)	9/17/2019 12:05:21 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78715

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: 23%, Various owner-operators (not included in other categories): 7% New positions: VMW Positions increased: Positions reduced: Positions eliminated: IDIA:CH Sold out of IDIA:CH. Possibly should have waited for drug approvals, but it is hard for me to value pharma pipelines, so I sold on price run up. Bought initial position in VMW. Possibly attractive tech company though marred by Dell ownership. Competitive landscape may be getting complicated and needs watching.