06-27-2021, 11:56 AM
(06-25-2021, 02:10 PM)fenders53 Wrote:They are the biggest tikr in south African market. they are a conglomerate. Roughly 20 years ago they invested a few millions in tencent which is worth ~$170B right now. They have a few other investments too but tencent stands out. Naspers itself is trading at $95B valuation. Market is discounting them for not being able to unlock value for shareholders.(05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote:I am very good with owning ENPH long-term. How happy I am in the end very much depends on the entry. We'll see where the bottom is soon enough.(05-11-2021, 09:00 AM)fenders53 Wrote: Dude I am a charter member of ENPH. I made a few hundred a month the past year selling short puts while it ran. I have a few short puts that are WAY in the money after this bloodbath. I can only roll forward so much before I own $140 shares. I said here many times I was good with adding a real position starting at $125. If I am honest I need ENPH to head back to $120ish to be back to even. I wasn;t aggressive enough when it was truly cheap. I'll add shares to my growthy port in the meantime.
Yeah yeah. What ever floats your boat lol
Well me too. Got in at $108.90
This will be a big winner for years to come. You have to add at some point, so why not today. I don't worry about making a few $ here and there . I'm in to win it lol
Are we having fun today
(06-25-2021, 01:18 PM)vbin Wrote: Started a position in naspers, anyone looked at them? They own 30% in tencent and trading at 30% discount of just that position.
Never heard of them. Chinese stock?