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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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77481Re: Jack IN The Box Inc (JACK) Didn't realize their dividend now upE_K_S-4/26/2025
77480Don't know that much about SAIA, but for a name you see every time you get oS. maltophilia14/25/2025
774792025 recession started. A few clips.... Container ships leaving China for theGrommit24/25/2025
77478Probably fallout from SAIA: seekingalpha.com finance.yahoo.comS. maltophilia14/25/2025
77477<i>" ....Coke, Nike, Apple etc. But you never get them at "valuebruwin14/25/2025
77476ODFL. I was wondering what you saw that you "liked" about it, GrommitPaul Senior14/25/2025
77475Thanks for the job you do as moderator. I think that when this thread started Madharry14/24/2025
77474ODFL. BTW, I was joking. ODFL is an anti value stock in case you hadn't noGrommit-4/24/2025
77473Yes, I agree on the EPD story. I'm curious though why it is a value stock &Elroy-4/24/2025
77472EPD is actually my largest holding, i have ~12% of my net worth in EPD. EPDMattyice14/24/2025
77471Idk where you've got some of your figures from but net cash is negative and Harshu Vyas24/24/2025
77470<i> I think there is now starting to be some value out there again, butElroy-4/24/2025
77469I'm trying to be more active on the thread again, i guess getting older i miMattyice24/24/2025
77468yes has some headwinds, luxury especially - BUT I thought this was a value threaMattyice-4/24/2025
77467ODFL. Old dominion freight. LTL carrier. >>>> we are confidenGrommit14/23/2025
77466<i> We who've been here a while see how that we each can define valElroy-4/23/2025
77465Correct. Burry intro. post. The more I'm here and the older I get, the lePaul Senior34/23/2025
77464I did not know Mr. Burry started this thread . . . I feel privileged to have folE_K_S24/23/2025
77463<b><i>"What we are looking for are value plays in the Ben Grahabruwin-4/23/2025
77462>>>> value is in the eye of the beholder... if someone has an idea aGrommit24/23/2025
77461Yeah, I agree. But the OP in question didn't help his case by initially sayiHarshu Vyas14/23/2025
77460value is in the eye of the beholder. if a business is 50/50 to go under but ifMadharry-4/23/2025
77459Got it. I'll avoid posting about similar companies unless I find actual valcarl1722-4/23/2025
77458This is a "value" thread, not "This is gonna be a speculative picGrommit-4/23/2025
77457OPXS looks good. A clean balance sheet and an easy to read 10-K. SA says that thS. maltophilia-4/22/2025
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