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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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78006Here is a real world example BEFORE LLM's Metformin and Alzheimer's DisE_K_S-8/31/2025
78005It's already happening but in a slightly different way. ORCL maintains a clE_K_S-8/31/2025
78004Counter to this is as good as AI could be it isn't magic. Anyone is likely tSean Collett18/31/2025
78003<i> I think the main market for AI will be in the corporate sector not Elroy18/31/2025
78002People are. Is if that AI usage and monetizable search for products are two diffSpekulatius-8/30/2025
78001Below are my two positions in the apparel sector based on their "Value ProE_K_S-8/30/2025
78000OT. This clothing stuff is sometimes a mush in my mind, and I often can't sePaul Senior-8/30/2025
77999It seems to me that all these retail apparel cos have to compete against the liMadharry-8/30/2025
77998Clothing retail. Agree that it's often a cyclical business. (Maybe not RalpPaul Senior-8/30/2025
77997Then this today - Skechers ( SKX, Financial) is set to go private following a E_K_S-8/29/2025
77996Speaking of brands, there's a few I'm thinking long and hard about. HaveHarshu Vyas38/29/2025
77995It seems to me that there at least two areas that PAHC management should concentbruwin28/29/2025
77994Re: PAHC & ELAN Company was a small cap at the time and already leveraged wE_K_S-8/29/2025
77993PAHC. I had a look at PAHC's "Fundamentals" in the 4th Qtr of 202bruwin18/29/2025
77992Seem strange to me that DELL fell after their earnings report. I think Dell is wMadharry-8/28/2025
77991Re: Phibro Anl Htlh A(PAHC) 37.55+5.35 (+16.61%) on earnings beat guideE_K_S-8/27/2025
77990Donaldson Company (DCI) 82.62 +6.99 (+9.24%) The Company is a global manufactE_K_S-8/27/2025
77989Donaldson reported this morning and price is up 7 and 8%. I sold calls which wiLance Bredvold-8/27/2025
77988Re: Canada Goose Holdings Inc (GOOS) 14.03+1.86 (+15.28%) Gets a E_K_S-8/27/2025
77987to improve visibility in AI search […], which in the end deteriorates LLM's petal-8/27/2025
77986Thanks E_K_S ........ it just goes to show that, IMC (In My Case), "one is bruwin-8/26/2025
77985TLTR: marketing companies and agencies work under improving site's AI visibiOlafB-8/26/2025
77984Yes, there will be bias in LLM data. The core of the problem is that LLMs are trE_K_S-8/26/2025
77983Seems to me if these large language models just take in lots of written materialElroy18/26/2025
77982YouTube Describes LLM - Very Interesting Notice the video is produced by IBM - E_K_S-8/26/2025
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