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


To: Spekulatius who wrote (72342)2/15/2023 4:02:38 PM
From: Madharry  Respond to of 78658
 
bh now owns over 28% of OXY .



To: Spekulatius who wrote (72342)2/17/2023 12:00:24 PM
From: petal  Read Replies (1) | Respond to of 78658
 
c

He did dump almost his entire position in TSM after having purchased it the prior quarter. This strikes me as odd.


Well, the stock did go up 50 % in three months from through to peak :-)

He also got cold feet on ATVI apparently (probably due to regulatory issues that keep dragging on - this was a merger arbitrage play).


"He" may be Ted or Todd these days too, no?