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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
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78065RE: Oracle Corp (ORCL) 310.00+68.49 (+28.36%) After Hours ORCL announcE_K_S-9/9/2025
78064Looks like the correct ticker is the Vanguard Global Capital Cycles Fund is E_K_S-9/9/2025
78063most bizarre press releases I've seen worse. <g> Baharav was canned S. maltophilia-9/9/2025
78062being ignorant about the company, may I say that is one the most bizarre press rMadharry-9/9/2025
78061A value trap for years, NNDM, has a new CEO sec.gov and $800M cash, sec.goS. maltophilia-9/9/2025
78060I see you are way more like buffet than I am. I am very conflicted over the reaMadharry-9/9/2025
78059Ticker is not VGPMX?Paul Senior-9/9/2025
78058Very nice w/ the coins. My Dad was a gold/silver bug but that was in the 80'E_K_S-9/9/2025
78057I own a small amount of HL , and have owned a bunch of silver outright, I boughtMadharry-9/8/2025
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
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