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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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77840onerous as it seems Doesn't seem all that onerous. There's a lot of debS. maltophilia-8/8/2025
77839JACK - it’s interesting because the debt is all collateralized so the financing Spekulatius-8/8/2025
77838I know that is a small holding for you. but there are significant risks here toMadharry18/8/2025
77837Gladstone Land signals $17M shift to participation rents while maintaining 6.1% E_K_S-8/8/2025
77836Re: Armanino Foods (AMNF) 8.6000 +0.4600 (+5.65%) - Earnings - All Time High E_K_S-8/8/2025
77835Re: Genpact Ltd (G) 44.35 +2.63 (+6.30%) Genpact Reports Second Quarter 2025 E_K_S28/8/2025
77834Re: Land We are Farmers now as we get a % of the proceeds. It a small percentaE_K_S-8/8/2025
77833LLY Not what I would normally call a value stock, but sometimes mentioned on thS. maltophilia-8/8/2025
77832I took cash proceeds of paramount merger and bought more Sinclair. I will be surMadharry-8/8/2025
77831Not a good q for LAND, and stock falls to 12-mo low. Looks to me like they chanPaul Senior-8/8/2025
77830ACN PE is ~18x when excluding intangibles amortization and SBC (yes, I know the Spekulatius-8/8/2025
77829 "We make the best Graphene in the World!" Watch Youtube https:/Brinks18/7/2025
77828Re: Cognizant Tech Sol (CTSH) Started a tracking position in CTSH to compleE_K_S-8/7/2025
77827It's a big LTD number (now at 1.68B), but at decent rates: [graphic] A chunS. maltophilia-8/7/2025
77826Re: JACK 1) Huge Debt aprox $1.6 Billion 2) BV understated since real estateE_K_S-8/7/2025
77825From the CC: Brian Brittner, Analyst, Oppenheimer: Okay. Thank you. And my follS. maltophilia-8/7/2025
77824I also added 25% to COLD. Based on the FFO guidance (lowered) still selling at E_K_S-8/7/2025
77823after listening to the conference call I found it compelling to add to Sinclair Madharry-8/7/2025
77822Jack in the Box ( JACK, Financial) announced a $100 million real estate sales pE_K_S-8/7/2025
77821Swapping some FSK for more COLD. Both with not-so-good q reports out. For mPaul Senior-8/7/2025
77820I asked the AI to list the top 3 Value Investor AI plays based on ACN & G. E_K_S18/6/2025
77819My AI consulting play is in Genpact Ltd (G) a much smaller market cap about E_K_S-8/6/2025
77818Bought some ACN as well. It’s the largest and best known consulting company but Spekulatius-8/6/2025
77817ADM is doing OK though. That stock is almost lays a buy around book value. invesSpekulatius-8/6/2025
77816sheesh i went to their BGS website to see what brands they owned and I was sureMadharry-8/6/2025
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