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

To: Elroy who wrote (77152)2/12/2025 4:14:11 PM
From: Paul Senior  Read Replies (1) | Respond to of 78794
 
OGN. Gave up on my tracking position last year; took small loss. Might work out here, but I'm wary. I see Graham-value disciples, Kahn Brothers, has increased their position.



To: Elroy who wrote (77152)2/12/2025 5:01:18 PM
From: Bob Rudd  Respond to of 78794
 
Not really on my radar but as a drug co. Patent disputes & regulatory risks are discussed as CYA in the AR, but the only mentions of opioid was in NON-OPIOID pain relievers. I specifically mention this because that's what causes me to visualize a truckload of lawyers with pens and pitchforks.


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