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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
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76231I own a bit of TOST. <i>I've been a buyer of shares, and with stock nElroy-9/26/2024
76230OT. FWIW. One "restaurant" stock I really like is Toast (TOST). TPaul Senior19/26/2024
76229My issue with most of these CX businesses is that I think they're especiallyHarshu Vyas-9/26/2024
76228CNXC. Market didn't like latest report. Company seems to me to have a posPaul Senior-9/26/2024
76227XYF. The Chinese authorities have recently loosened restrictions on borrowing.Paul Senior-9/26/2024
76226I also can't convince myself Korean chain restaurants are a good idae, but tElroy-9/26/2024
76225GENK. Hypocritical of me with GENK here: When people tell me they won'tPaul Senior-9/26/2024
76224CIVI. I believe they're moving from dividends (regular/special) to more buPaul Senior-9/26/2024
76223Here's a growth and perhaps value stock idea. I can't say I understand Elroy-9/26/2024
76222regarding update: "a few stocks that I believe today present a better lonPaul Senior19/26/2024
76221that should mean trillions moving back into the stock market eventually. MaybeHarshu Vyas19/26/2024
762209-month update: [graphic]Sisyphus-9/26/2024
76219mIcron up strongly ah. softbank up 4% in japan. baba and bidu up 8% in hong koMadharry-9/26/2024
76218Civi. do they pay an annual special dividend? or are you talking about buy backsMadharry-9/25/2024
76217Profitable companies swimming in cash with no debt - to me, they're hard to Harshu Vyas-9/25/2024
76216the e&p companies are fraught with peril. Speaking of honest management- RIMadharry-9/25/2024
76215I've always seen LUMN as a cigar butt (but way riskier than the days of GrahHarshu Vyas-9/25/2024
76214Re: Lumen Technologies Inc (LUMN) Sold 50% of my LUMN at $7.27/share anE_K_S-9/24/2024
76213CIVI. I added more in May when stock dropped upon secondary offer by an affiliaPaul Senior-9/24/2024
76212Yes, you are correct. I thought I could try to estimate the situation through foHarshu Vyas-9/24/2024
76211Very, very small adds to positions. V. $278. down 4.2%. Gov't going to sPaul Senior-9/24/2024
76210LGL. looks like a great net net from the old days .I read the 10Q 10K, risks Grommit-9/23/2024
76209what you have told me sounds pretty aweful and its alarming that its been a yearMadharry29/23/2024
76208(Worth noting that the spin-off, Mtron Industries is the more impressive story (Harshu Vyas-9/23/2024
76207LGL Group is effectively free at these prices with a market cap of $32m, cash ofHarshu Vyas19/23/2024
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