Nick Train trimmed EBAY · eBay Inc.
$112M · now 4.7% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$122 now
OUR VALUE
$122 today
low $45mid $60high $75
3 models, as of 2026-11-02.
They sold above our value.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。