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
78412 1213 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
78345Just going through my stocks to see which stocks I have that I bought for a revePaul Senior-Sunday
78344Base WACC is 13.6 due to recent spike in inflation i adjusted discount rate accoOlafB-Sunday
78343I am learning quite a bit from listening the Steve Eisman podcasts, much appreciMadharry1Sunday
78342can you explain why you are using a 26% discount rate? I dont think ive ever seMadharry-Sunday
78341Re: Novo Nordisk A/S ADR (NVO) - Explain the Value Proposition & positioE_K_S-Sunday
78340Re GNTX- that’s a car supplier I don’t like. They have a very strong position inSpekulatius1Sunday
78339Can you give me some insight into NVO? I never ever hold pharma or anything foOlafB-last Saturday
78338All good points. I layer on top of these metrics reversion to the 5 year mean pE_K_S-last Saturday
78337Good point about DCF use case But problem with such, stable and predictable busOlafB-last Saturday
78336Here is the Perplexity Response that I converted to a JPG so it would display thE_K_S1last Saturday
78335Evolution AB - i don't want to talk about it... I trimmed my position to geOlafB-last Saturday
78334I agree this has tons of upside potential at a decent valuation and I am long buFIFO_kid2-last Saturday
78333I do not use dcf, which many do I use DCF valuation metric for those companies E_K_S-last Saturday
78332So far it looks like they overpaid for it. They closed acquisition 2Q ago, i beOlafB-last Saturday
78331For me, main purpose of research will be finding, analyzing and filtering investOlafB-last Saturday
78330I also have a long position in KSPI but the position is still conservative. I FIFO_kid21last Saturday
78329KSPI/Value Investors Club. I occasionally look at VIC to see what stocks arePaul Senior2last Saturday
78328Hey folks! I just finished my submission for VIC, but they will be reviewing my OlafB-last Friday
78327<i> So what you guys think about EQIX and other data center players<Elroy-last Friday
78326INGR. I'll start a tracking position in this dividend aristocrat and stalwaPaul Senior-last Friday
78325youtu.be Eisman interview about AI data centers So what you guys think about ECcube-last Friday
78324They keep saying it's K shaped economy. Lower income is hurting or startinCcube-last Friday
78323DECK. "Shares in Deckers Brands (DECK) dropped, after the owner of HokPaul Senior1last Friday
78322GNTX. Maker of auto mirrors and related electronics embedded with those mirrorsPaul Senior2last Friday
78321Your point of view makes sense to me. To me, it surely looks like tougher timesPaul Senior-last Friday
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