SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
78796 1215 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
78340Re GNTX- that’s a car supplier I don’t like. They have a very strong position inSpekulatius1October 26
78339Can you give me some insight into NVO? I never ever hold pharma or anything foOlafB-October 25
78338All good points. I layer on top of these metrics reversion to the 5 year mean pE_K_S-October 25
78337Good point about DCF use case But problem with such, stable and predictable busOlafB-October 25
78336Here is the Perplexity Response that I converted to a JPG so it would display thE_K_S1October 25
78335Evolution AB - i don't want to talk about it... I trimmed my position to geOlafB-October 25
78334I agree this has tons of upside potential at a decent valuation and I am long buFIFO_kid2-October 25
78333I do not use dcf, which many do I use DCF valuation metric for those companies E_K_S-October 25
78332So far it looks like they overpaid for it. They closed acquisition 2Q ago, i beOlafB-October 25
78331For me, main purpose of research will be finding, analyzing and filtering investOlafB-October 25
78330I also have a long position in KSPI but the position is still conservative. I FIFO_kid21October 25
78329KSPI/Value Investors Club. I occasionally look at VIC to see what stocks arePaul Senior2October 25
78328Hey folks! I just finished my submission for VIC, but they will be reviewing my OlafB-October 24
78327<i> So what you guys think about EQIX and other data center players<Elroy-October 24
78326INGR. I'll start a tracking position in this dividend aristocrat and stalwaPaul Senior-October 24
78325youtu.be Eisman interview about AI data centers So what you guys think about ECcube-October 24
78324They keep saying it's K shaped economy. Lower income is hurting or startinCcube-October 24
78323DECK. "Shares in Deckers Brands (DECK) dropped, after the owner of HokPaul Senior1October 24
78322GNTX. Maker of auto mirrors and related electronics embedded with those mirrorsPaul Senior2October 24
78321Your point of view makes sense to me. To me, it surely looks like tougher timesPaul Senior-October 24
78320Oh OK in that I agree, I don't own any retailers. But then, what I do own aElroy-October 24
78319I m not mentioning this as a political issue. Im saying that if people are gonnMadharry3October 24
78318<i> millions of americans are looking at 30%+ increases in health insurElroy1October 24
78317if the government shut down does not end very soon. 25 states will cut snap paymMadharry2October 24
78316Re: Target (Note observations from AI Perplexity & EKS) It seems my AI disE_K_S-October 23
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News