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

To: E_K_S who wrote (78001)	9/1/2025 8:11:31 PM
From: Madharry	Respond to of 78498

I dont have a value perspective, I admit my ignorance in understanding the business. over the weekend I found out about 2 more ross stores in my neighborhood i didnt know about existed , so there are about 8 of them in a 10 mile radius , there also 3 targets, 4 walmarts, a costco , tjx, nordstrom rack , 2 dillards , and at least one new burlington that i know of, there are also several thrift and resale stores. I just dont see how something like Kohls can compete At Dillards yesterday i was looking at some of the polo merchandise 50% off but still $62.50 per item. I get people paying a lot of money for their team merchandise but I just dont see that kind of demand. for Polo where I live. Howard Marks looked like he shopped at Walmart.

To: E_K_S who wrote (78001)	9/2/2025 12:56:38 PM
From: E_K_S	Read Replies (1) \| Respond to of 78498

With the $DJI -1.09% Advancing 24.3% (1341) vs Declining (4031) 73.0% Surproced to see my two retail apparel stocks higher. KTB +1.72%; AEO +3.05% Gencor Industries IN (GENC) 16.48 +0.22 (+2.06%) only a starter position but higher on such a Red day --------------------------------------------------------- Some recent Buy/Sell Buys BG BUNGE GLOBAL SA double my current small position; 11.17x PE; 3.3% div Sells CVX CHEVRON CORP peeled off 1% to deploy proceeds to other new Buys. My largest holding & time to diversify. Sell MMM 3M CO peeled off 5% 20x PE 1.88% div ; back to it's 5 year mean price Sell SILJ AMPLIFY JUNIOR SILVER MINERS ETF peeled off 20% of small position; This is an ETF of Jr Silver miners +81% YTD; I s/d have bought 10x my position in 4/2025. I was scaling into this investment w/ several buys just not in size unfortunately