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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (78806)12/24/2025 1:18:23 PM
From: Madharry  Read Replies (1) of 78966
 
CNXT Took a quick glance at this one. Share count has been increasing. call center operations may be in turmoil. I guess the fear is with ai spend and ai agents , call centers may turn into kodak. I dont know enough about the business and management to jump in but good luck with it,

I reduced my WBD holding a lil more , should be tax free, and bought a bit more more of my large losing position in litigation finance firm Burford after reading the write up in VIC. This Burford is turning in to a money pit for me. Stock keeps going down I keep buying more. I hope it will work out. FYI there is an ongoing large lawsuit against meat processors for years of collusion in setting meat prices artificially high. If they lose it will be a big deal.
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