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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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79255 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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78056Look at Gold & Silver YTD It's been a 6 year hold of nothing then 2025 E_K_S-9/8/2025
78055Heath insurers. Some smart investors (e.g. Buffett/surrogate) announced theyPaul Senior29/8/2025
78054Following you, EKS, with small build to tracking position ASIX, and a small add Paul Senior-9/8/2025
78053I bought more MTN. reduced softbank a bit more. raised a tiny bit more cash at tMadharry-9/8/2025
78052It's hard to say. The Brazil Tariffs could impact demand/supply. CommodiE_K_S-9/8/2025
78051What are you thoughts on the fertilizer sector given the fact that counter tarifJohnny Canuck-9/8/2025
78050did not have to wait so long on BIDU. up around 9% today.Madharry-9/8/2025
78049I'm skeptical that that 3.1x average annual EBITDA number is correct.Elroy-9/8/2025
78048From Gemini AI If looks like they got a good deal. All transacted in $US too. E_K_S-9/8/2025
78047Do you have any valuation multiples on what they paid for the Urea producer?Elroy-9/8/2025
78046Re: Adecoagro S.A. (AGRO) Been out of this Ag name but see they acquirE_K_S-9/8/2025
78045As Inmode is an Israeli company I dont know to what extent that would make it leMadharry19/6/2025
78044"I am clueless." Investing without knowledge, investing only with Paul Senior-9/6/2025
78043The Value Proposition - Inmode Ltd (INMD) (Note: Madharry reminded me of E_K_S-9/6/2025
78042Re: CPRT I would have never guessed this had a $48 Billion market cap. PE stilE_K_S-9/6/2025
78041regarding LULU - I am clueless , dont really understand why after hitting a highMadharry-9/6/2025
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
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