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Strategies & Market Trends
Value Investing

An SI Board Since November 1996

Posts	SubjectMarks	Bans
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Emcee: Paul Senior	Type: Moderated

Introduction Compact

Ok, how about a value investing thread?

What we are looking for are value plays. Value plays
in the Ben Graham tradition.

Good luck to all. Hope this thread survives.

Update: 12/18/2012. P L E A S E...
DO NOT POST TECHNICAL ANALYSIS COMMENTARY OF SPECIFIC STOCKS ON THIS VALUE THREAD.
==============================
Moderator may remove posts and/or posters where TA analysis of specific stocks is discussed with the purpose of making buy/sell/hold/wait/pass comments based on where the price trend is headed.

List of related books: TBD
==============================

From Spekulatius:
Here are some value investing blogs:
Message 28850420

DO NOT POST COMMENTARY ABOUT CORONAVIRUS/COVID ON THIS THREAD UNLESS IT PERTAINS TO A SPECIFIC STOCK.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
78395	focused on solvency then BV matters Take out most of the goodwill and intangib	S. maltophilia	1	Tuesday
78394	OT << And the "qualification" of a Value Stock revolves primari	Sean Collett	1	Tuesday
78393	I added a bit of OGN today to minimize maximum regret on modest signs of bottomi	Bob Rudd	-	Tuesday
78392	<i> Examples in this regard, IMO, would be AMAT, or MCO, or LRCX, etc.&	Elroy	-	Tuesday
78391	If I may make a point or two here .............. One of the world's most su	bruwin	-	Tuesday
78390	I don't see an Arb play with SOHO ... or mismatch in prices. Looks like a no	Ccube	-	Tuesday
78389	Ok so after the next -80% drop (Crash) ... where should we find value stocks? c	Ccube	-	Tuesday
78388	As I understand it only the B series trades on public markets. The SOHO preferr	E_K_S	1	Tuesday
78387	<i>The big risk is when they take private SOHO the preferreds may no long	Elroy	-	Monday
78386	The big risk is when they take private SOHO the preferreds may no longer trade o	E_K_S	-	Monday
78385	<I> What do you care? I thought you sold your position</I> I did	Elroy	-	Monday
78384	I multiplied by $2.50/share not $2.25/share. That was the wrong price I see Wh	E_K_S	-	Monday
78383	<i>If you convert based on shares at $2.50/share you have to go...</i&g	Elroy	-	Monday
78382	"Look at what I posted" isn't terribly helpful. <i>See my p	Elroy	-	Monday
78381	Luxury Hotels Boom While The Rest Of the Industry Slumps	E_K_S	-	Monday
78380	See my previous post of the other Preferreds w/ links; If you convert based on	E_K_S	-	Monday
78379	<i> the value of the preferreds if paid off at PAR $25 is $103.6 millio	Elroy	-	Monday
78378	<i> I should increase my position size next time. if it dips again. (li	Elroy	-	Monday
78377	SOHOB Conversion Rights (from prospectus) Upon the occurrence of a Change of	E_K_S	-	Monday
78376	Below are the three Preferreds for SOHO. Note the Take Private offer valued o	E_K_S	1	Monday
78375	It makes sense that it trades at around $17.... $2.25 times 8.5 shares = $19.25	Ccube	1	Monday
78374	youtu.be Liquidity concerns Michael Howell. For next year 2026. Market is ali	Ccube	-	Monday
78373	Thanks for SIMO I still have few shares left. should sell soon. Like by January.	Ccube	-	Monday
78372	CALM. Yes, shortage of eggs (Bird Flu related) raised US egg prices. CALM bus	Paul Senior	-	Monday
78371	BGS “Our decision to sell the Green Giant and Le Sieur brands in Canada is a	S. maltophilia	2	Monday

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