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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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78340Re GNTX- that’s a car supplier I don’t like. They have a very strong position inSpekulatius110/26/2025
78339Can you give me some insight into NVO? I never ever hold pharma or anything foOlafB-10/25/2025
78338All good points. I layer on top of these metrics reversion to the 5 year mean pE_K_S-10/25/2025
78337Good point about DCF use case But problem with such, stable and predictable busOlafB-10/25/2025
78336Here is the Perplexity Response that I converted to a JPG so it would display thE_K_S110/25/2025
78335Evolution AB - i don't want to talk about it... I trimmed my position to geOlafB-10/25/2025
78334I agree this has tons of upside potential at a decent valuation and I am long buFIFO_kid2-10/25/2025
78333I do not use dcf, which many do I use DCF valuation metric for those companies E_K_S-10/25/2025
78332So far it looks like they overpaid for it. They closed acquisition 2Q ago, i beOlafB-10/25/2025
78331For me, main purpose of research will be finding, analyzing and filtering investOlafB-10/25/2025
78330I also have a long position in KSPI but the position is still conservative. I FIFO_kid2110/25/2025
78329KSPI/Value Investors Club. I occasionally look at VIC to see what stocks arePaul Senior210/25/2025
78328Hey folks! I just finished my submission for VIC, but they will be reviewing my OlafB-10/24/2025
78327<i> So what you guys think about EQIX and other data center players<Elroy-10/24/2025
78326INGR. I'll start a tracking position in this dividend aristocrat and stalwaPaul Senior-10/24/2025
78325youtu.be Eisman interview about AI data centers So what you guys think about ECcube-10/24/2025
78324They keep saying it's K shaped economy. Lower income is hurting or startinCcube-10/24/2025
78323DECK. "Shares in Deckers Brands (DECK) dropped, after the owner of HokPaul Senior110/24/2025
78322GNTX. Maker of auto mirrors and related electronics embedded with those mirrorsPaul Senior210/24/2025
78321Your point of view makes sense to me. To me, it surely looks like tougher timesPaul Senior-10/24/2025
78320Oh OK in that I agree, I don't own any retailers. But then, what I do own aElroy-10/24/2025
78319I m not mentioning this as a political issue. Im saying that if people are gonnMadharry310/24/2025
78318<i> millions of americans are looking at 30%+ increases in health insurElroy110/24/2025
78317if the government shut down does not end very soon. 25 states will cut snap paymMadharry210/24/2025
78316Re: Target (Note observations from AI Perplexity & EKS) It seems my AI disE_K_S-10/23/2025
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