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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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77565suffering with PFE. UNH anyone? The CEO abrupt departure not a good sign.Madharry-5/15/2025
77564MRK (Merck) continues to fall along with other drug stocks. I add to my trackinPaul Senior-5/14/2025
77563fireside chat before berkshire hathaway meeting with bill ackman etc. ubs.comMadharry-5/14/2025
77562LAND: I was disappointed that they didn't disclose the NAV on the CC. While Bob Rudd15/14/2025
77561<i>" .... actual market segment growth is more important that companybruwin15/13/2025
77560Re: Gladstone Land Corp (LAND) - earnings Gladstone Land Announces First QuaE_K_S-5/13/2025
77559<i> If we look at AMAT's 10 year chart we seen an Overall, ConsisteElroy15/13/2025
77558RE: Landsea Homes Corp (LSEA) +60% company going private LSEA +59% to be E_K_S-5/13/2025
77557fyi you remind me of a couple of cautionary tales. Pre I phone the share priceMadharry-5/13/2025
77556I'll take the Dow's rise over 1000 today as an opportunity to sell some Paul Senior25/12/2025
77555<i><b>" ... when you see the financials like AMAT. Own it for tbruwin25/12/2025
77554Re: Applied Materials (AMAT) 168.44 +12.83 (+8.24%) Good call on AMAT and one E_K_S25/12/2025
77553Not sure what you're going on about. GRVY is constantly developing and releElroy15/9/2025
77552That's my point - you get cash flow from sales of video games/in-game purchaHarshu Vyas-5/9/2025
775512022 they did about $60m net income 2023 they did about $90m 2024 they did aboElroy-5/9/2025
77550According to Data on SA seekingalpha.com Y/Y Growth rates are deeply negative: RBob Rudd-5/9/2025
77549<i> Everything you make you have to shovel back into R&D/developingElroy15/9/2025
77548Having looked at many video games companies (there's tonnes on the LSE/AIM iHarshu Vyas-5/9/2025
77547Strangest stock in the world that I know of. $391m cash, no debt, market cap Elroy-5/9/2025
77546Re BDX- In have been eyes this one as well. Stock seems quite cheap. They recenSpekulatius-5/8/2025
77545$G. Market didn't like Genpact's q report. Forward p/e ~12 on managemePaul Senior15/8/2025
77544Re: Kimbell Royalty Partners (KRP) Kimbell Royalty Partners, LP owns anE_K_S-5/8/2025
77543beaten down KRP reported good results. up over 10%, announcing .47 quarterly casMadharry-5/8/2025
77542RE: Phibro Anl Htlh A (PAHC) Like ELAN, PAHC had blow out earnings Net SalE_K_S-5/7/2025
77541HRTG. Well anyway it would seem you would have made a good % profit on the firPaul Senior-5/7/2025
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