Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (76940)	1/14/2025 7:58:15 AM
From: E_K_S	3 Recommendations Recommended By Lance Bredvold sjemmeri Spekulatius Read Replies (1) \| Respond to of 78957

Looking at the SI Posts in 2012-2014 Seems like you were a Buyer in *10/20/2014* tinyurl.com Adding small to positions in ORCL and GOOGL. Reiterating, I will sometimes incorporate net profit margin as a metric in what I'm looking for for a value stock. GOOGL at current price fits the heuristic I use, and so I am adding some shares. ORCL should fit Greenblatt model: I see relatively low p/e, relatively high roe. Can learn a lot from reviewing the archives of SI. Some interesting posts on the Tech sector. Paul you have always made insightful posts.