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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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78131Some small adds for me: Not all are value stocks. ICE. Moat (owns NYSE ExcanPaul Senior-9/20/2025
78130<i> I am buying energy and what I consider to be hard assets</i> Elroy-9/19/2025
78129I am buying energy and what I consider to be hard assets, whose appreciation IMadharry-9/19/2025
78128Bitcoin is not a value stock. And neither is SIMO. SIMO is officially a growthElroy-9/19/2025
78127Bitcoin exposure now 6.6% of portfolio. HHH performing surprisingly well consideMadharry-9/19/2025
78126wbd- spectrum of likely offers per grok Key Supporting Details Structure: MMadharry-9/19/2025
78125That's the problem w/ any of these 'fixed' formulas. If your assumpE_K_S19/17/2025
78124thank you for that wonderful explanation. OT if anyone has had experience withMadharry-9/17/2025
78123The DCF formula as presented in that first link looks very "convoluted"bruwin-9/17/2025
78122The DCF $/share from Gemini is $231.25/share; From the link I provided $204.26E_K_S-9/17/2025
78121I wonder how DCF takes into account cash on the balance sheet. with BIDU up anotMadharry-9/17/2025
78120DCF - Discount Cash Flow Analysis I was looking at the DCF analysis tool for E_K_S-9/17/2025
78119Thank you . all of my tech holdings have worked out pretty well except for QCOM.Madharry-9/16/2025
78118OT. It must be a conspiracy of some sort. Congrats to you though for having aPaul Senior-9/16/2025
78117OT i have been watching CNBC for the last 20 minutes and not one print on BIDU wMadharry19/16/2025
78116My own ignorant prediction based on looking at option pricing for WBD is $22.50.Madharry-9/15/2025
78115I am hoping to get an 8%+ annual return on this basket of energy names over a fMadharry-9/15/2025
78114Madharry, I've a couple of speculative Canadian oil/gas stocks. My larger pPaul Senior-9/15/2025
78113LOL . FWIW I recall that one of the reasons that made me so bullish on the time Madharry-9/15/2025
78112OT: WBD. I'll go to Vegas here this morning for a small bet on WBD. Bet Paul Senior-9/15/2025
78111I bought warner bros originally because I was investing with the brightest guysMadharry-9/14/2025
78110Re: Paramount Skydance (PSKY) is reportedly preparing a majority-cash takeovE_K_S-9/14/2025
78109I asked Grok: $26 per share Paramount Skydance (PSKY) is reportedly preparingMadharry-9/14/2025
7810885% of annual EBITDA) is water transport. True. Might as well sell off the restS. maltophilia-9/13/2025
78107NGL's successful business (which produces 85% of annual EBITDA) is water traElroy-9/13/2025
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