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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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77890I added more SSSS and SBGI and PK. started tracking position in AMATMadharry-8/18/2025
77889Do you have any idea what the pe ratio is for the market if you take out nvda aMadharry-8/18/2025
77888It's a long term value hold for me. Have an oversized position w/ an averageSpekulatius18/17/2025
77887Big Picture. The overall mkt PE is at one of the highest points in history. Grommit18/17/2025
77886AMAT. AMAT certainly ticks ALL my boxes. It's P/E is slightly high but I gubruwin28/17/2025
77885Re: AMAT Would be interesting to look at the Value proposition for AMAT after eE_K_S-8/17/2025
77884UNH. I forgot to mention UNH's F-Score as presented by AI Perplexity ----&gbruwin-8/17/2025
77883Re: UNH. I rest my case !! {;-)bruwin-8/16/2025
77882Re: UNH I was trying to find the compelling reason why Buffett was interested &E_K_S18/15/2025
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
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