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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79277 1223 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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78040CPRT has come down in price over the last year or so, and I'll start a trackPaul Senior-9/6/2025
78039Lululemon (LULU). Burry was seemingly pretty confident (21% of public portfoliPaul Senior-9/5/2025
78038FFXDF. Adding to small position. I like stocks of airports, and I foresee thePaul Senior-9/5/2025
78037animal spirits abound. i spent some of yesterday raising cash and reducing margMadharry-9/5/2025
78036Sweeney's "Great Jeans" Fuel American Eagle Sales, Shares Jump MosE_K_S19/4/2025
78035Compare that to DLTH's volume. It'll probably turn over twice its sharesS. maltophilia-9/4/2025
78034RE: AEO I closed it all out today and move on now. 54.4% gain with a positionSean Collett-9/4/2025
78033peeled off a few more AEO at $18.51/share as shorts cover. My target still at/nE_K_S-9/4/2025
78032Hard to say. From the 10-K: Item 2. Properties. We own two buildings in urban S. maltophilia-9/4/2025
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
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