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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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77356I owned BWEL for a bit and eventually gave up. SIMO sounds pretty damn good if Elroy-3/31/2025
77355I cant time the market under best of circumstance. all i can do is pick a price Madharry-3/31/2025
77354That doesn't dispute my view that buying semis today based on forward forecaElroy-3/31/2025
77353My take on this is that at worse the tariffs might last 18 months. In all likelMadharry-3/31/2025
77352<i> a lot of the semis if you believe the earnings projections look likElroy-3/31/2025
77351a lot of the semis if you believe the earnings projections look like no brainersMadharry-3/31/2025
77350BRK.A could be regarded as the 8th Wonder of the World where ONE SHARE currentlybruwin13/31/2025
77349Using those intrinsic numbers, I get price/intrinsic value % as: GOOGL: $154Paul Senior-3/30/2025
77348With regard to GuruFocus and Alpha Spread ..... they incorporate the use of DCF bruwin23/30/2025
77347Re: GOOGLM Valuation Analysis: A Value Investor's Perspective Sources: BE_K_S23/30/2025
77346I will feed this data into the Google NotebookLM AI along w/ some other fundamenE_K_S13/30/2025
77345NotebookLM is a new Google AI that generates a POD cast discussion. As long as E_K_S-3/30/2025
77344Here is GOOGL. It looks a BUY at $154 compared to the target of $207 ----> bruwin13/30/2025
77343As an aside, how does one get into those links you provided ? When I click on thbruwin-3/30/2025
77342Have you tried any scans with your metrics defined for AMAT? I am curious if GOE_K_S-3/30/2025
77341AMAT. Hi E_K_S, Further to your "AI analysis" of AMAT, here is my Cobruwin-3/30/2025
77340RE: AMAT Quick look the cash flow is very nice and they could take out their deSean Collett13/29/2025
77339 Applied Materials $358M Loss: Investment Sale and Strategic Shift PerhapsE_K_S-3/29/2025
77338RE: Applied Materials (AMAT) I had GoogleNotebookLM review Bruwin'sE_K_S-3/29/2025
77337AMAT. I also bought some AMAT because it seems that the fall off in their sharebruwin23/28/2025
77336I also added AMAT as it kissed it's SMA(200) weekly at $145.50; Lowered my E_K_S-3/28/2025
77335I add a few more GOOG/GOOGL and a tad more of AMAT here on another market down dPaul Senior-3/28/2025
77334Not if voter id gets passed. Also Elon just scrubbed about 15 million of your deberniel23/28/2025
77333They know this Cookie of a Global Stock Market is about to crumble They know thFiscally Conservative13/28/2025
77332I did read your first post.bruwin-3/28/2025
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