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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (78415)10/31/2025 1:13:00 PM
From: Madharry  Read Replies (1) of 78774
 
Seeing that makes me wonder how shares of how many companies do you own and how on earth do you keep track of them all. This is a business I know nothing about, and I just dont have to energy to plow through the data to decide if i want to add this name to my portfolio. I am mystified by the current share decline STWD and RITM . I will wait to see what they have to say on the conference calls and keep clipping the distributions,

with some of the tech names I am now in a position of FOSO, fear of selling out only to watch share price move higher. I knew Micron was undervalued when it dipped to $160 on good earnings and guidance. Now at $220 a short time later, I am a holder, the same holds true for NVDA QCOM DELL Softbank BABA and BIDU and to a lesser extent ZOOM and AMZN

WBD I am also holding , cnbc pundit said that they turned down a bid at $23.50 from sky, and that netflix hired moellis to looking into making an offer, My gut tells me that sky ultimately makes an offer at $27.50 but I am pulling that number out of thin air .

On you tube someone podcasted that an enormous share of 401 k money is now in target funds. so that tells me that valuations for spy companies doesnt matter long term until there is some black swan event.

So far this year the market has been impenetrable to potential black swan events and now we are looking at the prospect at more rate cuts certainly after powell steps down so I dont see fighting the fed at this juncture.
Happy trick or treating !
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