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
79281 1223 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
78350Organon (NYSE: OGN) -20% - Shares plunged after CEO Kevin Ali resigned amid an aE_K_S-10/27/2025
78349Sotherly Hotels soars on deal to be acquired by Kemmons Wilson–led JV for $2.25 E_K_S-10/27/2025
78348GRVY still cranking away..... RAGNAROK 3 Received an ISBN Code by Chinese GElroy-10/27/2025
78347From your list I own and/or started tracking positions to build: TGT & LYB E_K_S-10/27/2025
78346Edit: TROX should also be on that list of stocks where I'm waiting for a rPaul Senior-10/27/2025
78345Just going through my stocks to see which stocks I have that I bought for a revePaul Senior-10/26/2025
78344Base WACC is 13.6 due to recent spike in inflation i adjusted discount rate accoOlafB-10/26/2025
78343I am learning quite a bit from listening the Steve Eisman podcasts, much appreciMadharry110/26/2025
78342can you explain why you are using a 26% discount rate? I dont think ive ever seMadharry-10/26/2025
78341Re: Novo Nordisk A/S ADR (NVO) - Explain the Value Proposition & positioE_K_S-10/26/2025
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
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
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News