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: bruwin who wrote (78391)	10/28/2025 4:07:03 PM
From: Elroy	Read Replies (1) \| Respond to of 78414

Examples in this regard, IMO, would be AMAT, or MCO, or LRCX, etc. Hmmmm, not sure about that. AMAT is basically AMAT, and has always been AMAT. From 2001 to 2015 AMAT was about flat. Ownwing it for those 14 years would have sucked. Since 2015 to today AMAT is up about 10x. So, lucky timing is sorta important as well.

To: bruwin who wrote (78391)	10/28/2025 5:09:00 PM
From: Sean Collett	1 Recommendation Recommended By E_K_S Read Replies (2) \| Respond to of 78414

OT << And the "qualification" of a Value Stock revolves primarily around its price being less than its Book Value per share>> I am not so sure I would hang the value criteria only around BV. From my view the cash flows of the enterprise are more important than the book value. Guess if one is focused on solvency then BV matters but I challenge half the accounting stuff on the books is inflated or irrelevant when rubber meets the road anyway. BV matters more for some companies more than others, but cash flows matter for them all. If market drops and majority of stocks with it, I am looking for those with the cash flows to sustain the business. -Sean