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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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78015I dont have a value perspective, I admit my ignorance in understanding the businMadharry-9/1/2025
78014My wife has not been happy with my choices and I agreed to let her take me shoppMadharry-9/1/2025
78013I don't how much the MRI in a box costs. But for basic blood tests (CMP &S. maltophilia18/31/2025
78012<i> inspect for everything and nominal cost are mutually exclusive</Elroy-8/31/2025
78011 inspect it for EVERYTHING possibly wrong with you that can be detected by a blosm1th-8/31/2025
78010<i> Do you think AI will reduce medical costs? Probably not.</i> Elroy-8/31/2025
78009I think it will be able to help in the medial records analysis. The question theSean Collett-8/31/2025
78008Excellent points. However let's see if the LLM's specific to medical reE_K_S-8/31/2025
78007I don't believe anything you shared actually challenges the point I made to Sean Collett-8/31/2025
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
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