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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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77850Congrats on SFTBY, Madharry. Like you, have ridden it up and down. TrackinPaul Senior-8/12/2025
77849I started a new position yesterday REIT park hotels. They own luxury propertiesMadharry-8/12/2025
77848Sounds like a good plan. At least that gives you money "in the bank",bruwin-8/12/2025
77847Ok, this works for me. I will sell like this, at least until I decide if I wantPaul Senior-8/11/2025
77846Maybe do what you said you'd do with PZZA ? Message 35163889 Message 35163bruwin-8/11/2025
77845MAIN 2024 EPS $4.09 and no EPS growth here. I had a nice run from $54 to $66 sGrommit-8/11/2025
77844MAIN. I'll consider now also. Stock touches all-time high. Otoh, it is MPaul Senior-8/11/2025
77843MAIN. sold all today. ST hold since November.Grommit-8/11/2025
77842I like diversification but also hold a lot of small positions. So, I am focusedE_K_S18/9/2025
77841CTSH/G. Only just to follow you with CTSH, I'll add a little here to my VerPaul Senior-8/9/2025
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
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