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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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78500tax expert There are probably all kinds of tax arcana that never came up iS. maltophilia-11/12/2025
78499I could be wrong about this and i am no tax expert but I believe that there are Madharry-11/12/2025
78498Hi E_K_S, With GLP-1 daining affordability with a reduced price, the addressablrobert b furman-11/12/2025
78497Re: Embecta Corp (EMBC) Started a tracking position in EMBC. As pointed oE_K_S-11/11/2025
78496 DEVON ENERGY CORP (DVN)(35.16+1.24)| Capital One Adjusts Price Target oE_K_S-11/11/2025
78495No position I've ever held had any significant vote, but for the record: ..S. maltophilia-11/11/2025
78494Could look at MSGS for sports teams. Dolan-owned which is a concern. Company oPaul Senior-11/11/2025
78493RE: BATRK I figured as much from my deduction but still the question of why C vSean Collett-11/11/2025
78492"K" means non-voting, FWIW. Not that your vote means anything against S. maltophilia-11/11/2025
78491RE: BATRK A John Malone special....although John is gone now. Why the C shares?Sean Collett-11/11/2025
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
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