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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79347 1223 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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76950Disagree in some points Most data center constructions focus on buildings, eneOlafB-1/14/2025
76949MTW/HEES. Yes, an unusually high premium (105%) to yesterday's price. IPaul Senior-1/14/2025
76948HEES gets a fantastic premium on a buyout bid today. My MNTX was just bought outrichardred11/14/2025
76947Yes, obsolete is an exaggeration, but the concept (in technology) is generally aElroy-1/14/2025
76946So, they do not use and operate those datacenters for longer than year, despite OlafB-1/14/2025
76945Yep, i am not 23%+, but 21% of plus. I already read about investment Now, all OlafB-1/14/2025
76944This company is building cloud AI data center things, lots of them, and then goiElroy-1/14/2025
76943Re: Applied Digital Corp (APLD) +23% pre-market on News below Applied DE_K_S11/14/2025
76942Ha. I've forgotten so many stocks I've had small positions in. ShouldPaul Senior-1/14/2025
76941Looking at the SI Posts in 2012-2014 Seems like you were a Buyer in 10/20/2014 E_K_S31/14/2025
76940Exactly. In 1993 my boss, with whom I had a friendly business relationship, askPaul Senior11/13/2025
76939<i> How would one know at the time that AMAT's machines would be usElroy11/13/2025
76938GARP stocks - What's a reasonable 'Value' price I am pretty much w/E_K_S-1/13/2025
76937<i>"I don't want to pay more than 21x earnings"</i> Sbruwin-1/13/2025
76936ORCL. Nice buys and hold. I either missed carefully considering it, or whenevePaul Senior-1/13/2025
76935FWIW, I like ORCL for their AI Cloud services as they host many of the larger hiE_K_S11/13/2025
76934APLD. Echoing bruin from a sort of different view. Again, yet again, this is aPaul Senior-1/13/2025
76933Is it just me that's feeling slightly nervous about US markets? Just this moHarshu Vyas-1/13/2025
76932APLD. You asked this Board to "give a roast about things i should have cobruwin21/13/2025
76931Re: Applied Digital Corp (APLD) Here are some observations by PerplexiE_K_S-1/12/2025
76930Report Critique - here we go again Welp, my first post on a forum was critiqueOlafB-1/12/2025
76929Good video for basic understanding of influence of "interest rates". NOlafB11/11/2025
76928Thanks for the articleOlafB-1/11/2025
76927I've no idea about those bank stock books. I hold a basket of bank stocks tPaul Senior31/11/2025
76926Appreciate the kind words and realistic suggestions about the banking business, OlafB-1/11/2025
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