And just like that it is up another 3.7% today. FML.
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Sure, but KDP is up over 50 bps today!
Looking at CPB today. Look’s attractively priced.
NESN up 7.5% today on announcement of job cuts and optimisim for growth even though total sales were down compared to the same period last year.
Hmmm that’s why CHDVD is up then
I’m getting antsy about selling TSM (my avg price is 128) and waiting for it to revert to mean… but I’m sure it will gap up once I’ve sold… 
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Well done, my avg price is 174 but I really sat on the sidelines procrastinating for this one.
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I’ve been dipping in since 2021, Cpt Hindsight’s only worry is that I haven’t sized my buy properly along with Buffet (at 60 USD). 
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Not to brag[$] but I bought into TSM below USD 20 in mid 2013.
Um, yes, via ETF VXUS ... which is kind of like international stock picking, right?
I know, I know, please forgive me as this doesn’t really belong into this stock picking topic, but it turns out TSM is (now) the largest holding in VXUS at 2.75%. 
Edit: Of course, everyone averaging into VT since forever might have the last laugh as their ETF not only contains TSM but also all of the mag 7 and Broadcom in the top 10 positions …
$ “Not to brag”, phrase; translation: “to brag”.
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Well done, sir! Kudos for keeping it humble. 
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Yesterday was the first time I tried to short a stock and IBKR held the order as it could find no shares available to short.
KVUE - sued for talc product liabilities as per JNJ in the US.
down 13% yesterday. opportunity to cut yourself trying to catch a falling knife?
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Yesterday some guy on reddit described getting burnt bad selling puts on this
BOOM. Bought 5 hours ago pre-market and opens up 8%. I wish all my trades went like this!
Joker prize goes to NEM which flipped from +15% premarket to -6% after open 
Hurts a little, but not that much. May buy more later, but at the moment it is on hold by the captain.
I remember when the YouTube pundits were pumping Oatly stock:
Now I wonder why I wasn’t shorting the hell out of this thing.
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Anyone here own Sirius XM (SIRI)? It pops up on my radar now and then as BRK buys it, but everytime I look at the financials, I quickly NOPE out.
However, valuations are now in cigarette butt territory and the company (for now) still has FCF generation, divis and buybacks.
I dont own it. However, had done a quick evaluation recently. based on most metrics it looks quite good - especially the FCF and valuation. However, I still cant find a great growth catalyst to this stock to push it significantly forward.
dip in subscribers, flat average revenue per subscriber, increased cost of acquisition of new subscribers and guidance of only 1 or 2 pc growth.. very poor in my view. Big potential for this stock to be a value trap and might end up losing money from opportunity cost. I personally am avoiding it till I find the management come up with some strategic move which can accelerate growth. No growth - no investment (my style, need not be the same for others of course)!
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