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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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76381Unfortunately, I think GUNGF calls all the shots at GRVY. GUNGF's balance shFIFO_kid2-10/18/2024
76380I don't know much about Gungho as all their financials are in Japanese and IElroy-10/18/2024
76379I saw a posting on X under the $grvy header and did some extra digging. HoweverFIFO_kid2-10/18/2024
76378BTI continues to fall from highs of a month ago. I'll add a few shares herePaul Senior-10/18/2024
76377Thanks. I see their web site, but nothing about a Gungho investment. Where didElroy-10/18/2024
76376Elroy- I believe this is the company who took the stake: stracap.jpFIFO_kid2-10/18/2024
76375<i> GRVY's strength was related to an shareholder activist StrategiElroy-10/18/2024
76374Really? That's very interesting. Where do you find this information? IElroy-10/18/2024
76373Elroy-RE: GRVY's strength was related to an shareholder activist Strategic CFIFO_kid2-10/18/2024
76372LRCX. Share could currently be at a Support, 'S', Resistance, 'Rbruwin-10/18/2024
76371Yep, all the insurers see margin pressure due to higher medical expand ratios. ISpekulatius110/17/2024
76370I made another small add of WPC today as I build the position. Also Saul CeE_K_S-10/17/2024
76369CNC ELV. I avoided that health insurance sector as being too complex and difficGrommit110/17/2024
76368Market anticipates Trump's win... that's why stocks are going higher... Alex-10/17/2024
76367Re. Sustainable Aviation Fuel. Thanks for GPRE clarification. I will stick witPaul Senior-10/17/2024
76366Not a good day for medical insurers. HUM continues to fall as ELV and CNC tumblPaul Senior110/17/2024
76365GPRE and ALTO don't produce sustainable aviation fuel, they produce ethanol scbeachbum110/17/2024
76364CCL. My source shows enterprise value in 2018 closer to $51B. Looks like sharePaul Senior-10/17/2024
76363GEVO up because of prospect of getting big gov't loans for biofuel plant forPaul Senior-10/17/2024
76362GRVY up 10% for no apparent reason. Odd. It doesn't often have unexpected Elroy-10/17/2024
76361<i> Yeah, but my point is that the debt stops them from rebounding to &Elroy-10/17/2024
76360Yeah, but my point is that the debt stops them from rebounding to "normal&qHarshu Vyas210/17/2024
76359<i> The shares of CCL represent the present value of future cash flows Elroy-10/17/2024
76358You want shares of CCL to go up. The shares of CCL represent the present value oHarshu Vyas110/17/2024
76357GEVO up big afterhours, that's going to be a 350% return in about a month foscbeachbum-10/17/2024
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