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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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78490Re: Papa John's Intl (PZZA) 41.38 -2.59 (-5.89%) - Value Play or Value TraE_K_S-11/11/2025
78489thanks for the post. I just added BATRK, tracking stock of the Atlanta Braves aMadharry-11/11/2025
78488OT: Cassandra Harshu and I have been discussing this on the Bear! thread. My Sean Collett-11/11/2025
78487Mike Burry, who founded this thread just posted: Cassandra Unchained on X: &quBob Rudd211/11/2025
78486And the market yawned: seekingalpha.comS. maltophilia-11/10/2025
78485STWD I listened to most of the conference call before dozing off. the decline inMadharry-11/10/2025
78484Tracking positions for me: Started HURC. It's been 45 years since I'vePaul Senior-11/10/2025
78483A good sized holder has been/will be selling a big piece of DDI for their own beS. maltophilia-11/10/2025
78482I'm not recommending this one, but it does look like a "value stock&quoElroy-11/10/2025
78481Robert, i think a lot of this dilution reflects outright granting of shares notMadharry211/9/2025
78480thanks. that seems like an egregious amount of money to pay given the miserableMadharry-11/9/2025
78479Hi Mad, Options candy is dilution of the shareholders! If the company was so robert b furman111/9/2025
78478RE: SBC As for earnings, if you look at SNAP stock-based comp expense section Sean Collett-11/9/2025
78477does anyone here understand how share compensation is accounted for in earnings?Madharry-11/9/2025
78476ALEX. I'll move some funds from my broker cash account into 12-mo low ALEXPaul Senior-11/7/2025
78475I added a bit to burford as it makes new lows. share price is now below what it Madharry-11/7/2025
78474Re ASIX I got lucky and did a tax lost harvest 10/31/2025 and now have to wait E_K_S-11/7/2025
78473ASIX. Not a good report. Stockk down about 17% so far. 2025 might be the firsPaul Senior-11/7/2025
78472I own a little of the parent company. ritm- looked at the latest filing and noMadharry-11/7/2025
78471Strangest tech/software/gaming stock ever Gravity Reports Third Quarter of Elroy-11/7/2025
78470I held my nose and bought PSEC at $2.56 in the afternoon today. I'll hold iElroy-11/6/2025
78469It seems logical to me that stocks seeing lows now are likely to see still lowerMadharry-11/6/2025
78468Burford. Only a very few tracking shares for me , but still a disappointment. Paul Senior-11/6/2025
78467burford-big disappointment low for the year. probably will wait for december befMadharry-11/6/2025
78466ATO. Not a company to get too excited about. I own it due to existing gain helGrommit-11/6/2025
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