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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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76331Re: Spin offs - you are generally correct but one can still make money two I aE_K_S110/10/2024
76330Just be careful that unlike when Greenblatts book was written, spinoffs actuallySpekulatius110/10/2024
76329Could you elaborate on Springfield properties capital light business model? The Spekulatius110/10/2024
76328In the last conference call CSCO management said that growth due to AI data centJohnny Canuck-10/10/2024
76327Harshu Vyas, I point out the guy you admire, Mike Burry, has FOUR (Shift4, 2nd Paul Senior-10/10/2024
76326Valuation is all I'm seeing. I'm quite bad (no, I've been terrible hHarshu Vyas-10/10/2024
76325Restaurant point-of-sale, etc. Very competitive business. I've TOST (discPaul Senior110/10/2024
76324RVNC is undergoing a special situation at the moment...... In early August theyElroy-10/10/2024
76323This is a website I use - Recent Spinoffs - The Zen of Investing - personally, Harshu Vyas-10/10/2024
76322I just re-read Greenblatt's fine book You Can Be A Stock Market Genius and npetal-10/10/2024
76321I agree I would be careful here given the FL P&C sector really got very bad FIFO_kid2110/10/2024
76320Yeah, I'm watching the insurers - ACIC is my favourite*. Not buying yet. FarHarshu Vyas-10/10/2024
76319Hurricane Milton looks pretty bad for Florida. I don't notice ir though wPaul Senior-10/10/2024
76318Personally, I'm more interested in the VF turnaround. It’s Time to StarHarshu Vyas-10/9/2024
76317Re: WVVI - Willamette Valley Vineyards. 5x ADV so buyers coming in and suppE_K_S-10/9/2024
76316Re: Whitestone REIT (WSR) - MCB Real Estate Increases Buy out offer to $15/shareE_K_S-10/9/2024
76315Spent the last few days looking at SIG PLC (roof insulation/building products inHarshu Vyas-10/9/2024
76314A few more adds for me this afternoon: ZBH, GOOG, DKSPaul Senior-10/7/2024
76313Spekulatius, Thank you for sharing, very insightful. TIKR makes it super easySisyphus-10/7/2024
76312Very small adds today: Hershey: HSY finance.yahoo.com Huntington Ingalls HII Paul Senior-10/7/2024
76311Looks to me like CVX is just concentrating their efforts, and oil sands is perhaPaul Senior110/7/2024
76310Not sure if this was why CVX sold their Oil Sand assets Big Oil companies, inclE_K_S-10/7/2024
76309CNQ/CVE. Thanks for CNQ update. I like these oil sands stocks because, 1) no Paul Senior110/7/2024
76308Re: Canadian Natural Resources (CNQ) 35.55 +0.26 (+0.74%) -Chevron Canada LiE_K_S-10/7/2024
76307Re: Cisco Systems Inc (CSCO) CSCO PE = 16.7x 3% div CSCO has a $212.5 BilliE_K_S-10/6/2024
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