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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
78496 1213 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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78020With the $DJI -1.09% Advancing 24.3% (1341) vs Declining (4031) 73.0% SurprE_K_S-September 2
78019I've no idea about CHK. I note Chesapeake (CHK) changed its name last year Paul Senior-September 2
78018I am not sure about what you are saying re Marks his claim to fame is as a hi yMadharry-September 2
78017Interesting link, thanks! Any idea why it lists CHK as his second largest holdinchip-September 2
78016Howard Marks, Howard Marks portfolio, Madharry wardrobe. Madharry, I'm alsoPaul Senior-September 1
78015I dont have a value perspective, I admit my ignorance in understanding the businMadharry-September 1
78014My wife has not been happy with my choices and I agreed to let her take me shoppMadharry-September 1
78013I don't how much the MRI in a box costs. But for basic blood tests (CMP &S. maltophilia1August 31
78012<i> inspect for everything and nominal cost are mutually exclusive</Elroy-August 31
78011 inspect it for EVERYTHING possibly wrong with you that can be detected by a blosm1th-August 31
78010<i> Do you think AI will reduce medical costs? Probably not.</i> Elroy-August 31
78009I think it will be able to help in the medial records analysis. The question theSean Collett-August 31
78008Excellent points. However let's see if the LLM's specific to medical reE_K_S-August 31
78007I don't believe anything you shared actually challenges the point I made to Sean Collett-August 31
78006Here is a real world example BEFORE LLM's Metformin and Alzheimer's DisE_K_S-August 31
78005It's already happening but in a slightly different way. ORCL maintains a clE_K_S-August 31
78004Counter to this is as good as AI could be it isn't magic. Anyone is likely tSean Collett1August 31
78003<i> I think the main market for AI will be in the corporate sector not Elroy1August 31
78002People are. Is if that AI usage and monetizable search for products are two diffSpekulatius-August 30
78001Below are my two positions in the apparel sector based on their "Value ProE_K_S-August 30
78000OT. This clothing stuff is sometimes a mush in my mind, and I often can't sePaul Senior-August 30
77999It seems to me that all these retail apparel cos have to compete against the liMadharry-August 30
77998Clothing retail. Agree that it's often a cyclical business. (Maybe not RalpPaul Senior-August 30
77997Then this today - Skechers ( SKX, Financial) is set to go private following a E_K_S-August 29
77996Speaking of brands, there's a few I'm thinking long and hard about. HaveHarshu Vyas3August 29
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