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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (78711)	12/12/2025 10:10:57 PM
From: Madharry	Read Replies (1) of 78738

SPHR to elaborate- it was never a value play but it seemed to offer a unique replicable experience that people are will to pay for globally. so I figure there could be 20-25 of them operating profitably globally over time. A friend of mine saw a concert there in Vegas and thought it was great. I did some more research on VIC Names and HVAC names. AAP advance auto parts looks like a promising end of year pickup. several value funds are in the name including third point and t. rowe price. The stock seems fairly priced and they are trying to improve margins. Daikun looks like the cheapest HVAC stock. Sill they are at 20 pe with about 10-11% annual growth. I looked at Dell again one of my largest holdings. I think the could make $12 next 4 quarters so pe of 15 gets you to $180. So I will hold on. Pot stocks made this huge up move today but I think product users underestimate the risk of psychosis and schizophrenia. so I am staying out.

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