I’ve opened positions in BABA and NFLX and added to SPOT, ASML and MELI. What’s everyone else been buying?
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- BABA
- Salesforce
- Peloton
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NFLX, CRM and LSEG for me
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I haven’t been buying anything as i haven’t seen that much discount within the business that i understand
Baba - am already down 28% avg $182 with so much uncertainties would only top up at $85 price mark.
LSEG- just came into my radar, looks good but need time to understand why?
BABA (Alibaba)
STNE (StoneCo)
VALE (Vale SA)
Considering to Re-Open CRM when it drops below the next support level of around $206
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Backed up the truck on BABA in December, so my January buys were split between my other undervalued holdings:
2/3 in Boston Omaha
1/3 Activision Blizzard
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$bomn
Annoyingly $nni has stayed relatively strong 
Then started small positions in some growth names i think are near their bottom and I’d like to track and add to over time:
$kbnt
$dm
$lmnd
X5 Retail Group
Vita34
Unilever
LTC
AT&T
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Yeah I want to add to $NNI too, still need to get my head around how much or little US rate rises will impact that massive loan book they get cash flow from, we may see a few buying opportunities i guess if US raises rates but equally I have a sneaking feeling Nelnet will just buyback shares in anything bigger than a 4-5% drawdown lol so might not get massive buying ops like Boston Omaha came down from $40+ to $27-30 range currently.
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Yeh I think $nni is a cost average into stock, they’re so cheap anyway. Especially for all the businesses and sectors they touch.
I know I had a nice gain on $bomn till recently… back to my original cost basis. Excited for SkyHarbour 
Update: So today i topped up a bit on Ocado, not seeing much discount in the UK stock market.
Am convinced at some point years down the line investors will make a massive rotational comeback to the undervalued UK stock market - just haven’t got the balls like Warren to make big bets and maybe something i would regret many years to come 
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SOFI Adding position
There is a catalyst coming up. SOFI might get a bank charter that allow them to loan at a more competitive price. There is a good chance that they will get it as Sofi applies its Bank charter through Acquiring a small bank Golden Pacific Bancorp, Inc.
GS Goldman Sachs new Position on (GS).
AMD Adding position
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Digital Turbine $APPS
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Topped up ULVR today, smart or dumb move time will tell…
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That ATVI buy was at $67, today looks like may be been bought out for $95, wowzer.
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It happened! 
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Well you better believe I’m selling my 25 dollar investment off the back of this news. See you in paradise!
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Pre Market up 16% due to Bank Charter approval.
Also do not forget there is another catalyst coming. The Super Bowl event is scheduled to take place in SoFi Stadium in Inglewood on Feb. 13. This could become a major advertising event for SoFi ??
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The Superb Owl! Now we’re talking.
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NFLX’s down near-20% in after hours and heading back to pre-pandemic levels. I might have to buy me some more
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