SI
SI
discoversearch

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
An SI Board Since November 1996
Posts SubjectMarks Bans
79295 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
76731Hello Olafb. Ach, so much can be said, so little time. The question I alwayPaul Senior312/16/2024
76730You may also want to keep in mind that for most large cap stocks your research aElroy212/16/2024
76729<i>"That’s why I’m asking for advice on a starting point for fintech bruwin-12/15/2024
76728Value Valuing Fintech Howdy, everyone reading! I’ve been investing for only a OlafB-12/15/2024
76727I like your TKR (Timken idea). Pretty good profit margins but growth had been noSpekulatius-12/15/2024
76726Re: Gladstone Land Corp (LAND) I added to my LAND position last week anE_K_S212/15/2024
76725I sold a third of my LAND position in August at ~14/sh out of labor concerns. SpBob Rudd112/15/2024
76724<i> The 29% number pertains to Chinese consumption.</i> I donElroy112/15/2024
76723Foreign ownership is the reason why the US ports aren’t automated. Whoever owns Spekulatius212/15/2024
76722thats is a very interesting article. I know lil about the management and ownershMadharry112/15/2024
76721You would think just for National Security purposes ownership of these ports wouE_K_S112/15/2024
76720reason.org See bullet point ports belowberniel212/15/2024
76719Really? You know a huge number of devices are assembled in China for export, andSpekulatius212/14/2024
76718<i> I think it’s likely that US sales of semiconductors and equipment tElroy-12/14/2024
76717I think it’s likely that US sales of semiconductors and equipment to China willSpekulatius-12/14/2024
76716<i> a lot of US semiconductor cos have China risk</i> SIMO is iElroy-12/14/2024
76715I know this is OT and I apologize but DJT really needs someone to vet every thiMadharry-12/14/2024
76714Buying VALE too now, still small position. 10%+ dividend yield and the balance sSpekulatius412/14/2024
76713The correction for many stocks has already happened and is still happening. watcSpekulatius212/14/2024
76712If the deportation and the tariffs really happen, it’s going to cause a lot of iSpekulatius212/14/2024
76711Re SIMO. - thank you for your posts. I agree on SIMO. Their business is very voSpekulatius-12/14/2024
76710I was wondering whether the advancement in Quantum computing might make it feasiSpekulatius112/14/2024
76709SIMO valuation quick notes When you deduct SIMO's net cash from it's maElroy112/14/2024
76708I wish i had bought more when you mentioned it. I do think i want to build up aMadharry-12/14/2024
76707I think it s a big question mark to what extent the increased threat of deportatMadharry-12/14/2024
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News