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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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79291 1222 4
Emcee:  Paul Senior Type:  Moderated
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77365Companies might minimize tariff exposure by passing costs to consumer. For shoePaul Senior-4/3/2025
77364Paul- Thanks for the tip on the weakest sector as I am getting very high premiumFIFO_kid214/3/2025
77363>What do tariffs not really affect AND what is getting hit wrongly? related qGrommit24/3/2025
77362Yup, and unlike 2022 I don't think they (clothing/shoe brands) can be boughtHarshu Vyas14/3/2025
77361With Dow down over 1500, lot of new lows to be looked at. Percentage-wise, appPaul Senior-4/3/2025
77360Too complex for me haha.Turnarounds in these industries seem to be difficult. MaHarshu Vyas24/2/2025
77359RE: Leggett & Platt Inc (LEG) L eggett & Platt Signs AgreemE_K_S-4/2/2025
77358good luck with SIMO. Bwel is a small portfolio position mostly a play on water Madharry-4/1/2025
77357I cant time the market under best of circumstance. all i can do is pick a price Madharry-4/1/2025
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
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