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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (77936)	8/20/2025 12:20:22 PM
From: Madharry	Read Replies (2) of 78507

I repurchased some of my MU position. stock seems very cheap . Projected eps over $11. Upward revised guidance. regarding novo- announcement of hiring freeze usually not good news. questoin is how much are they making off their fat loss injections and will that all go away once people can starting to get the same result from taking pills. also what will be the impact of tariffs? so too many unknowns for me to jump in at the moment. Betting /games has to be researched but so far I have done terrible with my few investments in that space. one out four, my lone success being LVS. Purchase Melco international close to when it went public, gambling in macao grew to 7 times gambling revenue in Las Vegas and the stock is down 50% over something like 10 years. I keep hoping for a recovery. I think I briefly owned PENN gaming I did a lot of research into it and they seemed really expert at throwing money away. You would think its impossible to lose money booking bets but there you have it. We had a couple of places near me where they took sports bets on machines and after about 6 months they took the machines out I have no idea why. you would think the profits would be enormous, I will look at GIS

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