I sold most of my KMB, LNCE, PEP, ABV and WM to buy more YELP, NXPI, EXK, AAPL and MTW.
In addition to that madness, I started a small position in ZNGA, GLW and RS.
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Joined Nov 10, 2007
23,414 Blog Posts
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Digging in the trash heap are we? Classy!
Understand this you scallywag, you could just pay me to fly to your house and kick you in the balls. Saves you on commissions.
I’m glad you decided to hedge.
I never comment on your trades boss… but you scaring the shit out of me…
Wish you luck.
The scarier the better. That means I am going against the tide.
FLY u are missing to buy CENX
Some crazy mofo is going to make a lot of money in the near future. Might as well be you.
Good luck. I’ll stay hunkered down for now.
nice YELP
little reversal as fuckers realize its not worth 00.00
this is a mans move! i like it
Your enthusiam for YELP has made me nibble while it’s down here.
YELP reversing hard… nice work FLY… your steal balls are paying off finally. This is a good lesson in never being a pussy and giving the fuck up. Experience just allows you to know when to be a man and when to fold.
Good reversal on Yelp/Lnkd. Fly, you were 30% Yelp, what are you now? Is this the largest % allocation you’ve ever had in 1 stock?
AAPL??? Hmmm. It’s a holiday in the Great White North. Time to make hotdogs for the kids.
Why not SVVC? As you so astutely pointed out in your previous post, it currently trades at or below cash per share. Unless one believes the JPM CIO office took over the investment decision-making at SVVC, seems like a fairly good risk-reward trade.
Interesting that all the social names other than FB are recovering.