February roundup
What I bought, what I sold, and what I wrote this month
Once a month I’ll pull together my trades and articles into one email.
Trades
Sold some of my $AKO.A, Embotelladora Andina, on valuation grounds.
Bought UBER 0.00%↑ and then after more work bought more. I think Uber is going to see a huge expansion in its TAM as AV technology advances.
Bought more $HHH, Howard Hughes Corp. While I don’t like the fees, I do like the businesses, and I think this could compound strongly for many years.
Sold some of my oil rig basket after a strong run.
Sold some $BCH, Banco de Chile, on valuation grounds.
Articles
Brookfield - assorted thoughts on things I don’t think get covered enough, and a postscript.
IRSA - value in Argentine property.
Thanks for reading - and please get in touch if you have questions.
Pete