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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Harshu Vyas who wrote (74244)	11/14/2023 8:40:14 AM
From: E_K_S	Read Replies (1) \| Respond to of 78774

so I literally own 5 shares at $4.2. I recently did a position count for all my portfolio's and they now total 178! I too have tracking positions, many more than in the past. I will then scale into a position as I learn more about a company which typical will take me 6 months. That said, I probably s/d close out 50 of those positions as they are small and better to consolidate monies into larger holdings. I still focus on building 0.5% portfolio positions and eventually will bring that to a 1% size but have had good success in the past w/ smaller holdings and just letting them grow. FWIW, 35 years ago, it was rare to see an equity > $100/share. Now it is common to see good stocks in the $200-$300 per share price.

To: Harshu Vyas who wrote (74244)	11/14/2023 10:39:23 AM
From: Elroy	Respond to of 78774

(GRVY for you - no-one fully gets them apart from yourself) GRVY has incredible financial numbers, and a ridiculously low valuation (about 1x PE when you deduct cash per share from the stock price?). GRVY is in a very sexy segment - online gaming in Sout East Asia. GRVY has decent size - maybe $550m sales per year. It's not Microsoft, but $550m per year of high margin software sales is nothing to sneeze at. But the stock price doesn't go up. THAT is what I don't understand about them. I do wonder why a private equity buyer doesn't buy out the Japanese company (Guo) that owns 59% of GRVY, and then use normal US market shareholder friendly actions (dividend? share repurchase?) to make the GRVY share price go up. It seems like a no brainer. GRVY should be valued at 4x or 5x sales, I would think. What did sales MSFT pay for Activision? GRVY now is valued at 0.2x sales when you deduct the cash position from the market cap. And GRVY's games are launching in China - the biggest market in Asia by order of magnitude - in less than six months. Yeah, GRVY don't make no sense to any of us......