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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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79293 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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77090What's is your complete thesis on a company?OlafB-2/3/2025
77089OMI. A pretty poor day today for Owens and Minor (-31%) bringing the stock tPaul Senior-2/3/2025
77088Paul Senior-2/3/2025
77087G. Me too. Sales of 2023 buys today. 2024 buys to be sold maybe in few monthsPaul Senior-2/3/2025
77086Re: Genpact Ltd (G) I still have about 65% of my shares and want to holE_K_S12/3/2025
77085EKS. Regarding G in thematic investing: Fwiw, looks fairly valued to me. IPaul Senior-2/3/2025
77084Market doesn't like imposed tariffs. I make small adds to my positions on mPaul Senior-2/3/2025
77083OT I suspect that you may have missed the primary aspect of the Analogy that I bruwin-2/2/2025
77082Thanks, will check it out, hope i won't be demolished on a place after couplOlafB-2/1/2025
77081You're ahead of me on the topic. You might want to check out Subject 56960S. maltophilia-2/1/2025
77080Hmm, i was reading about container's faster expansion in compare to bulks. OlafB-2/1/2025
77079just sold one of promised ships Yep, no clarity there. There's always a sS. maltophilia-2/1/2025
77078The fun thing is, that they just sold one of promised ships to the third party fOlafB-2/1/2025
77077Thanks. I saw that but The Company will contribute the three vessels to ES. maltophilia-2/1/2025
77076RE: "ESEA is spinning off some old boats. Do you know the timing offhand? IOlafB-2/1/2025
77075 love high dividends. The yield gets higher as the stock price gets lower. If iS. maltophilia-2/1/2025
77074RE: "Which they can do by arbitrarily altering the input variables." OlafB-2/1/2025
77073Shipping/containerships. I've been in several stocks. Also out of several.Paul Senior-2/1/2025
77072I guess it depends on what you strive for. Back in the day my nephew was a preMadharry22/1/2025
77071Euroseas; ticket - ESEA; Containerized Cargo I still investigate over small capOlafB-2/1/2025
77070Perpleixity.AI Observation The value proposition and investment strategy foE_K_S22/1/2025
77069Some activity for January 2025 Below are some recent Buys & Sells for the lE_K_S22/1/2025
77068"...If these modern authors really knew a "surefire" way to valuePaul Senior-2/1/2025
77067Once you get the basic valuation metrics down then, (1) you have to have good maE_K_S-2/1/2025
77066OT. <i>" .... if these modern authors really knew a "surefire&qbruwin22/1/2025
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