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

To: Paul Senior who wrote (66715)	6/11/2021 6:39:37 PM
From: Madharry	Respond to of 78774

forgot to mention spfr warrants as well as part of my spac portolio. this is 3d printing play sponsored by sternlicht of starwood, which has been one of those gifts that keep on giving since we discussed suitable entry price over a year ago. EBIX closed over $36 as the IPO of its ebix-cash unit is looking more and more likely. This is a stock that I already regret not buying more of when it was sub $28. Now its already about the size of my Softbank position. so i think its right sized from a portfolio perspective. After holding for many years i have reduced my axu exposure. my portfolio is littered with the debris of limping or failed mining companies. I hope this time it will be different but I cant say i have confidence in my ability to select a canadian mining stock. seems a lot easier to follow some smart guy and buy what they are buying.