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 boatlol
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?