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

To: Madharry who wrote (76342)	10/14/2024 4:22:25 PM
From: Harshu Vyas	Respond to of 79205

FWIW, I like URBN, too. looking for a canary in the coal mine? it is nowhere to be seen. I agree with that assessment even after the rebuttal you presented. The only way I see markets falling significantly is through war. Or maybe something PE related having unintended consequences on Wall St. The FT have been writing about their funny inner workings for years now. Eventually, it's bound to go wrong somewhere. Buffett's been publicly warning about these dealings since Milken in the 80s. I'm currently thinking about GoPro. The company looks like a bag of trash but it's a well-known brand with a niche (granted, market share has been eroded). Can it bounce back? All of that R&D on the income statement has to be going somewhere worthwhile, right? I initially don't like it - especially with the CEO owning little of the A shares but B shares to keep control - but it's so ugly it's worth some more thought. And as for why I keep flocking to micro caps - The Hidden Lessons from Monster Beverage Corporation (microcapclub.com) - yeah, it's cherry-picked and fits the author's agenda and there's only a handful of Monster's a generation... but, as a small investor, it'd be madness to just not look and stick to buying mature companies!

To: Madharry who wrote (76342)	10/14/2024 4:37:45 PM
From: Paul Senior	Respond to of 79205

Clothing. And what has worked for me. Today (could change) my best advice to myself remains: buy stock in the products and businesses you frequent. As long as I continue to do this, hold the stocks. Trim if you must, but hold some shares. So and thus... in COST since 2002. Only eight shares @31.53 to start I see, with some small adds though up through 2017. Yes, dumb in the sense I didn't really acknowledge Costco's power and just stopped buying even when I always, always saw the crowds shopping and then the good business results. Then at some point the stock looked too expensive to buy more of, so I just have held. Saving grace is: better to be in for at least something instead of being outside with nothing. URBN has an added possibility with its rental clothing business, Nuuly. (First discussed by Harshu Vyas earlier.) I've also looked at the public shares of 2nd-hand clothing/resales, but nothing appealed to me. I like these stocks because they're not that expensive (imo) and the businesses might have some extra growth possibilities as people on weight loss drugs replenish their clothing outfits. A general presumption I have is that fashion sells. Doesn't seem that way to me now with high-end women's fashions. Men have become more and more casual dressers, so dressing up and high-end fashion is so small a market it seems. Otoh, I maintain the assumption that teen-age girls are fashion-conscious or at least peer fashion conscious, and they will always, somehow, have at least some money for at least one latest fashion outfit.