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Strategies & Market Trends : Value Investing
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Lance Bredvold
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To: Paul Senior who wrote (76940)1/14/2025 7:58:15 AM
From: E_K_S3 Recommendations  Read Replies (1) of 78497
 
Looking at the SI Posts in 2012-2014

Seems like you were a Buyer in 10/20/2014

tinyurl.com

Adding small to positions in ORCL and GOOGL.

Reiterating, I will sometimes incorporate net profit margin as a metric in what I'm looking for for a value stock. GOOGL at current price fits the heuristic I use, and so I am adding some shares.

ORCL should fit Greenblatt model: I see relatively low p/e, relatively high roe.
Can learn a lot from reviewing the archives of SI. Some interesting posts on the Tech sector. Paul you have always made insightful posts.
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