I just bought/sold (Part 7)

ABAT added to portfolio here too at $4.856.

IOT position reopened, hoping for a better outcome this time.

BABA also opened as new at $178.34.

RGTI slightly lightened and funds moved to VRT.

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My CIFR adventure concluded with a small profit. The momentum stalled despite bullish analyses, and the daily candle is starting to ominously resemble a shooting star.

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I sold €12k worth of Lindex today. There wasn’t even any specific company-related reason. I just wanted some play money for trades. So now we’re in dangerous waters :smiley:. My goal is to return it to the portfolio in the coming months.

And now the path is also open for Lindex to list in Stockholm and sell Stokka. I have a bad feeling about this


I was going to buy Cipher Mining at the open, but I missed the initial dip, and then it hit the ceiling and the stock started to slide downwards. Volume also decreased, so I didn’t pull the trigger.

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200 + 200 shares subscribed, we’ll see how many I finally get. The funds have, of course, been cleared from the balance sheet to the state, but the valuation is favorable (?).

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Bought some Chime Financial ($CHYM), which IPO’d in June ($27/share IPO), at $20. Chime simply offers simple and free mobile banking services for low- and middle-income individuals.

I’m betting on a small rebound by the end of the year :crossed_fingers:

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Eose addition at $12.30 for 500 pcs. Now 3k and I will definitely add more as soon as $13 is reached. I love energy, as the late Munger said,

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In September, as many as five additions:

  1. Latour @229.90 SEK (18.9) ← record low NAV premium, <8%
  2. Bure @278.00 SEK (24.9) ← exceptionally, NAV discount available (~1%)
  3. Capman @1.804 EUR (25.9) ← unusually cheap; also SEB is now excited
  4. UPM @22.99 EUR (30.9) ← unusually cheap
  5. eQ @12.00 EUR (30.9) ← new CEO immediately invested 12 MEUR, so perhaps a turnaround is approaching (a board member also bought recently @13.15 EUR)
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I marked 100 pcs + 100 pcs of mail. The minimums, as I understand it.

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I bought the last (again) 1000 pcs of Kamux, just over two, now is the last moment.

Now I can’t buy any more, otherwise my name will be on the Top 100 list, and I don’t want that.

September already looked good in the used car trade in Finland too, Kamux will survive!

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Lindex position trimmed the day before yesterday @2.835 (the day before monitoring ceased) and today @2.750, a total of 1/3 of the position. Still, over 20% of investment assets are still tied up in stocks.
With these funds, added Novo @344.65, subscribed to Posti, and acquired HuhtamÀki @29.72 for the first time in a long time. In addition, some minor

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I slept on it overnight and have now decided to take another 400 units from the bonus sale. There’s so little stock available for us ordinary mortals in the IPO (listing sale) that I don’t expect to get the full allocation.

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Cash sold at a loss as I need losses to minimize capital taxation. Orion added to portfolio.

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The market is wrong, I am right.

Buy: Qt group

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I sold the rest of my Ondas Holding shares yesterday as planned, after they had fallen 15% from their peak. Overall, these generated an approximate 220% return in just over 2 months and a couple of days. Thanks to @Tokarczuk for the tip!

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Just spotted during lunch break that $EVO started to slide, apparently driven by this news, a significant batch at SEK 730.

We’ll see how much this lunch will ultimately cost.. :grinning_face_with_smiling_eyes:


https://x.com/stckpkr/status/1973673336296313065

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The company’s business idea is that people take, fetch and deliver things for other people who don’t have time, can’t, or don’t bother to do it themselves? Others are made to run errands for money? Are these the kind of business ideas that should get Finland booming, and is it imagined that someone would pay to own such a thankless task?

Doesn’t sound like a very appealing job. Who then does these errand quests? Students, immigrants, or are there just so many unemployed people in Finland that folks do this as a regular job for negligible compensation?

And is it believed that the legislation and politics of Kekkoslovakia would support such exploitative capitalism? And the state is blatantly abandoning a task for which there has always been some kind of basic need.

After consideration, Postia marked.

jetjGU

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Additional purchase: Aduro Clean Technologies (ADUR)
From pre-market @$13.37
Reason: You can’t have too much of this + TotalEnergies has shown deep interest in cooperation.

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Also got small allocations of 130 + 130. My first time participating in an IPO, and it was probably about time.

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Tietoevry dividends immediately put to use and an addition to Aiforia at €2.69.

Due to an employer-paid commitment bonus, also an extra purchase of OP-America for €400.

I buy Aiforia and someone will hopefully soon buy Aiforia. I buy America and someone hopefully
 no wait.

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Mail marked 300 + 300, let’s see how much this will get


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