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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (77847)	8/12/2025 5:54:22 AM
From: Madharry	Read Replies (1) of 78476

I started a new position yesterday REIT park hotels. They own luxury properties in Hawaii Key West and Orlando among others and pay a 10% distribution. They face current debt maturities that will have to be refinanced at higher rates. I took another look at zoom. they report 8/21 and seem priced for mediocrity and disappointment. they sell around 12.5 pe but have $7billon cash and no debt. No growth is projected for next two years. I will stick with the small position i have til the conference call and reassess after that. It seems like a lot of stocks drop after earnings are reported no matter if the reporting is positive or negative. SBGI got pummeled so I bought a lot more. Softbank which i have ridden up and then down is back up making a new high in japan. It has quietly become one of my largest positions. I suppose its garnering support because of arm and openai. I think SSSS has close to 10% of its portfolio in openai but do your own due dilligence as my memory is not as good as it used to be.

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