Transaction log

  • Feb 18, 2020 - Bought 80 @ $37.22 (2.98% wtg, opportunistic)

  • Oct 5, 2023 - Sold 25 @ $27.89 (55 shares, 1.04% wtg)

  • Jul 1, 2024 - Sold 25 @ $32.43 (30 shares, 0.55% wtg)

  • Aug 12, 2024 - Sold 30 @ $36.51 (closed, 0% wtg)

Performance

  • Total return = -7.30%

  • Coffee Can contribution = -0.21%

Fox Corporation

Location: New York, New York

 
History
Taking direct China position up to 10%
Taking direct China position up to 10%

Adding two more China plays: Lululemon and Yum China. [trades]

Raising cash
Raising cash

Latest craze: options that expire in one day. Time to raise cash. [trades]

Selling 5 equity stakes, adding to 4
Selling 5 equity stakes, adding to 4

Introducing Coffee Can rule #19: Water the flowers, pull the weeds. [trades]