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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79255 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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78031No inventory write down but a $15.3 million asset imparment charge for closing dE_K_S-9/4/2025
78030I see that another, more dubious, retailer, DLTH, surprised by reporting $.03 anS. maltophilia19/4/2025
78029AEO. Thought I'd check out AEO's financials ---> [graphic] Healthybruwin-9/4/2025
78028That conference call was the happiest I've seen in quite a while investing.S. maltophilia-9/3/2025
78027Re: Hewlett Packard Enterprise Co (HPE) 23.10+0.28(+1.23%) A ValueE_K_S-9/3/2025
78026Re: American Eagle Outfitters Inc (AEO) 17.21+3.59 (+26.36%) This was theE_K_S19/3/2025
78025Extremely Pumped Shares Just kidding.... Share count adjusted because of the Sean Collett-9/3/2025
78024$.45 vs. consensus of $.20 on slightly lower revenues for the slowest quarter S. maltophilia-9/3/2025
78023RE: AEO Well, yippie! Up ~25% in AE trading on the earnings. Any marketing benSean Collett-9/3/2025
78022AEO made the markets happy and the analysts look silly, for now: streetinsider.S. maltophilia19/3/2025
78021APA taking it on the chin today and I dont understand why. I am paring some posiMadharry-9/3/2025
78020With the $DJI -1.09% Advancing 24.3% (1341) vs Declining (4031) 73.0% SurprE_K_S-9/2/2025
78019I've no idea about CHK. I note Chesapeake (CHK) changed its name last year Paul Senior-9/2/2025
78018I am not sure about what you are saying re Marks his claim to fame is as a hi yMadharry-9/2/2025
78017Interesting link, thanks! Any idea why it lists CHK as his second largest holdinchip-9/2/2025
78016Howard Marks, Howard Marks portfolio, Madharry wardrobe. Madharry, I'm alsoPaul Senior-9/1/2025
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
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