SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends
Burryology
An SI Board Since October 2021
Posts SubjectMarks Bans
36 8 0
Emcee:  Harshu Vyas Type:  Moderated
n/a
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
36GEOS I am probably too early in my entry and likely screwed up as support isnSean Collett1May 26
35I noticed. Looks like some roadkill because of the revenue BUT with the buybacksSean Collett-May 26
34Saw GEOS is in your favourite stocks. I've tried to figure it out and I likeHarshu Vyas-May 25
33I'd be careful here. Seems revenues + profits are falling off a cliff in recHarshu Vyas-May 25
32I also was tempted by China a few months back, but think it's madness. ItHarshu Vyas-May 25
31Also, since this is a Burryology board, anyone have any thoughts on the recent BSean Collett-May 25
30One with some likely support is MCFT (MasterCraft Boat Holdings, Inc) so I made Sean Collett-May 25
29$SGU looks very attractive. Too scared to jump in now; waiting for a low to formndxcharm-May 21
28Nice. They're buying both stock and debt back aggressively. As I say, I justHarshu Vyas-May 21
27I added a position of CCSI on 5/10 at $18.58/s and up to $20.13/s (8.3%). Thank Sean Collett-May 20
26They were a spin off from ZD. I think it's very reasonable. I just didn'Harshu Vyas-May 10
25Hmmm not a bad pick looking at it quickly. Revenue is barley down, debt is trendSean Collett-May 10
24What about CCSI? 4x FCF, 4x earnings, 3x forward earnings. I know you like FCF. Harshu Vyas-May 10
23So less traditional value and more contrarian plays and felt they fit the "Sean Collett-May 10
22Closed this out today at $1.55/s. Probably has more to go but I got the 50% I waSean Collett-March 1
21Been thinking about those Alphabet and Amazon positions - I think it's a litHarshu Vyas-February 25
20I missed that turnover quote (or failed to understand it when I last read it) soHarshu Vyas-February 14
19Speaking of road kill, I picked up shares on the OTC for LTRPA as it's movedSean Collett-February 14
18I'm not disagreeing on support as it is clearly there as I noted. My point wSean Collett1February 14
17Disagree about QRTEA - there's definitely support there so that's not hiHarshu Vyas-February 14
16<< Plus, the consistently high portfolio turnover - this is not what he usSean Collett-February 14
15Dr Burry's 13F has been filed and I can't help but wonder if this is reaHarshu Vyas-February 14
14I bought in couple of days ago but had to exit as my stop loss triggered. I'ndxcharm-12/6/2023
13I added $SIRI to my portfolio yesterday at $4.56/s as I believe Liberty Media wiSean Collett-12/6/2023
12<< Few observations - why would you want to buy puts on a company you'Sean Collett-11/17/2023
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):