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

To: E_K_S who wrote (78365)10/28/2025 4:41:41 PM
From: Bob Rudd  Respond to of 78777
 
I added a bit of OGN today to minimize maximum regret on modest signs of bottoming despite a series of bad experiences with this averaging down strategy.



To: E_K_S who wrote (78365)11/1/2025 8:22:57 AM
From: Spekulatius1 Recommendation

Recommended By
OlafB

  Respond to of 78777
 
This was a MRK spin off so assets are solid, it's just the valuation.
re OGN- no, it’s not just the valuation, it’s a melting icecube business with a mountain of debt. Earnings have roughly halved since they were spun off in 2021 - due to lower operating income , higher R&D expense to replace aging products and interest payment. Debt has barely gone down.


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