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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79287 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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77615Re: Tronox Inc (TROX) Followed you into this cyclical position. Got mE_K_S15/28/2025
77614US Steel (X). I've closed out my position today. Given the deal-off/deal-oPaul Senior15/27/2025
77613TROX. I'll try again with a small tracking position to start. Titanium DPaul Senior-5/27/2025
77612The '*' on the chart included special notes for these two selections by E_K_S15/26/2025
77611MPW annual yield is 6.96% not 15% RWSRWS-5/26/2025
77610Been trading SIMO few times. Successfully. I really should increase my positionCcube15/26/2025
77609I'm not sure what all he's done but I can see how options may have figurS. maltophilia-5/25/2025
77608re: Ackman. Ok, if you are saying he's done well because he included other Paul Senior-5/25/2025
77607"...a business that primarily caters to one sex and is really a discretionaPaul Senior-5/25/2025
77606He's done well but not as a value investor. thestreet.comS. maltophilia-5/25/2025
77605"I cannot find any (value) portfolio manager today that has a 20 year recorPaul Senior-5/25/2025
77604Any thoughts on candidates for 'value' Stagflation stocks? Not really. S. maltophilia-5/25/2025
77603I am still learning about REITs & how to value them. Been using this link tE_K_S-5/25/2025
77602I'm not sure I can outsmart your AI, but it seems COLD, while providing an eS. maltophilia-5/25/2025
77601I take Burry's view with a grain a salt for anything past a quarter. A largeFIFO_kid215/25/2025
77600What's the Value Bet when trying to combat Stagflation? Looking forward 18 E_K_S-5/25/2025
77599OT Therefore, no-one deserves following No. In investing, and life in generalS. maltophilia45/25/2025
77598My opinion long has been (and will be) that HF managers/PMs are remarkably averaHarshu Vyas35/25/2025
77597Well, I hope Burry's got a better reason than that. The influencer sales chaS. maltophilia-5/25/2025
77596can not find the Value Bet I can't either; declining sales, 43 P/E non-GAAS. maltophilia-5/24/2025
77595I have found his last 13G showed Mr. Bury buying Estee Lauder Companies (EL). IE_K_S15/24/2025
77594..... And then lastly, Michael Burry, made famous by Michael Lewis's The BiS. maltophilia-5/24/2025
77593FLR. Very interesting. Thanks for this detailed review. I've not followed Paul Senior-5/24/2025
77592Re: Fluor Corp (FLR) - The Value Proposition - SMR reactors & 2025/2026E_K_S-5/24/2025
77591RE: Fluor Corp (FLR) - Value Analysis (cont) review by Perplexity AI &E_K_S-5/24/2025
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