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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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77881UNH The other side of the story .... [graphic] When one looks at UNH's EBbruwin-8/15/2025
77880I think Burry does value investing sometimes: I've often looked at his holdiBob Rudd-8/15/2025
77879Applied Materials ( AMAT, Financial) reported a record Q3 performance but anticE_K_S-8/15/2025
77878Re: Applied Materials (AMAT) 162.31-25.93 (-13.77%) AMAT announced earE_K_S-8/15/2025
77877Well, according to Buffett's "Equity Bond" BUY price target for UNbruwin18/15/2025
77876OT - value investing: << First of all, imo, Burry is no value investor. Sean Collett-8/15/2025
77875that kicked the share price up on unh by 10% in the post marketplace. OT does anMadharry18/14/2025
77874I am not smart enough to figure these apparel trends and values out. especiallMadharry-8/14/2025
77873I'll comment on Burry and his latest positions: First of all, imo, Burry isPaul Senior28/14/2025
77872 Buffett's Berkshire acquires 5 million shares in UnitedHealth Seems lE_K_S-8/14/2025
77871Dr. Burry has not posted on Twitter/X under his account since April 2023. AnyoneSean Collett-8/14/2025
77870I agree. can't follow Burry. 13F is lagged by at least 2 months. But it showCcube-8/14/2025
77869Okay Burry filed 13F holding as of June 30 2025 So he did close out all the putCcube-8/14/2025
77868Actually Burry posted on X .... BUY (even Burry is saying Buy this market) showiCcube-8/14/2025
77867From what I read of Dr. Burry he ran tight stops so....yeah he would have covereSean Collett-8/14/2025
77866We should get some updates on 13F today or tomorrow. Hopefully Burry covered moCcube-8/14/2025
77865Exactly. That's why google.com is concerning.S. maltophilia-8/14/2025
77864I was surprised to see such little debt. The other possible surprise is an inveE_K_S18/14/2025
77863RE: AEO This is where my mind is at. EBITDA last year was ~$657.12M and with Sean Collett-8/14/2025
77862Hope it works out. I see it as basically a value proposition, but the stock pricS. maltophilia-8/14/2025
77861Re: American Eagle Outfitters (AEO) It's a long term value hold for meE_K_S-8/14/2025
77860fire ....the marketers Absolutely. The biggest negative reaction (I read somewhS. maltophilia-8/14/2025
77859RE: AEO Like I said << My only counter is Sydney is EVERYWHERE. Bound to Sean Collett-8/14/2025
77858So you dont think it marks the start of a new bull market like some pundits do? Madharry-8/13/2025
77857Inflation is the reason I'm long not only LAND, but FPI, INVH & AMH [SinBob Rudd28/12/2025
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