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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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77506UMC's free cash flow was negative in 2023 and nominally positive in 2024. IElroy-4/30/2025
77505<i> Still can not get behind these design companies w/o any Fabs. </Elroy-4/30/2025
77504For me it's all about value; TSMC PE 21x UMC 12.5x and the FCF and the costE_K_S-4/30/2025
77503UMC is a foundry, which is much different from the fabless semiconductor design Elroy14/30/2025
77502Just noticed SIMO +15.38% on earnings. There are selective specialized semi comE_K_S-4/30/2025
77501SIMO reported Q1. They did $166m, forecast about $180m in Q2, but still expect Elroy14/30/2025
77500OT. There are people who drink sodas with their donuts? Gives me hope that my Paul Senior-4/29/2025
77499OT is this is what we have to look forward to? I walk into a convenience store. Madharry-4/29/2025
77498Last Perplexity Update for Leggett & Platt Inc (LEG) Is the bottom in? E_K_S-4/28/2025
77497Re: Leggett & Platt Inc (LEG) Post-market 8.59 +1.32 (+18.18%) 19:21 ET EaE_K_S-4/28/2025
77496Selling off Del Taco Seems like they should be trying to turn it around. They&#S. maltophilia-4/28/2025
77495That wage number is suspect and/or old. I agree. Many of these fast food storeE_K_S-4/28/2025
77494Interesting that In N Out manages $13/hr in wages given most of its stores are bcarl1722-4/28/2025
77493From what I can gather, comp sales has been trending down. Although it remained carl172214/28/2025
77492We have a lot of In & Outs here in CA. I actually prefer JACK but have not E_K_S-4/28/2025
77491<i> Saw a video on In & Out; they are one of the most profitable byElroy-4/28/2025
77490Saw a video on In & Out; they are one of the most profitable by store? In-E_K_S-4/28/2025
77489Do you understand why the KING stock is in such freefall? I had a hard time reaElroy-4/28/2025
77488Selling off Del Taco would be interesting since most of the drag in the EBITDA mcarl1722-4/28/2025
77487JACK has $1.7 billion in debt. That's a bummer. Business seems OK if not fElroy-4/27/2025
77486JACK. Thanks, Grommit. I overlooked the part about the announced div. cut. IPaul Senior-4/27/2025
77485correction re ritm the book value is around $12.30-`$12.40 I read the transcriMadharry-4/27/2025
77484JACK. April 23 letter -- Jack in the Box will discontinue its dividend effGrommit-4/27/2025
77483Not famliliar with Del Taco , had a hamburger at Jack last year and it was surpMadharry-4/27/2025
77482JACK. Stock hasn't been this low in more than a decade. OTOH, '24 was Paul Senior-4/26/2025
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