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
78765 1215 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
78590I couldn't work it out. Too complex for me. Firebird Management's SteHarshu Vyas-November 21
78589From Speculative Post in 10/17/2024 I decided a while ago to sell HUM, but haveE_K_S-November 21
78588If you were to build a small basket of these which names would you include? I hE_K_S-November 21
78587AI analysis on Health Care sector ranked by last year's CAGR and other metriE_K_S-November 21
78586Yep, think this industry bit over sold. Been in ELV since 2012. Probably one of benbuffett1November 21
78585I like the stock and have a tracking GTC position. From what Sean wrote and my E_K_S-November 21
78584I ask a question on MOH earlier this morning and the stock is already up $5 a shbenbuffett-November 21
78583Re: MOH Have on my watch list. Could be a good alternative to UNH. MOH in a E_K_S-November 21
78582Thanks for detailed analysis, much appreciated!benbuffett-November 21
78581HRI. Paul, be careful with HRI. I posted and sold all mine a month ago, befoGrommit-November 21
78580RE: MOH 52 week high was $359.97 and now trading at $134.51. Revenue is growSean Collett3November 21
78579Re: Depreciation - Accelrated vs Straight line I am not an accounting expert bE_K_S1November 21
78578Looks like its undervalued. MOH Any thoughts on Burry's latest purchase of Mbenbuffett-November 21
78577I appreciate your comments and mr market agrees with you about the bubble issMadharry-November 21
78576NEE. I'd held some since 2022 and in 2023 when it dropped back to a multi-yPaul Senior-November 20
78575NEE. I've felt the same way occasionally, but (thankfully) held on to taxabGrommit-November 20
78574Small adds for me today, mostly just tracking positions, on a market that was wPaul Senior-November 20
78573NEE. Grommit, fwiw, I'm selling some of my NEE here. I've held a fulPaul Senior-November 20
78572Yes, thanks for discussion on PYPL. I will hold my few tracking shares for anotPaul Senior-November 20
78571<i>" Most of their debt is low interest which is pretty nice and abruwin-November 20
78570I wonder if the Big Beautiful Bill allowing accelerated depreciating has influenE_K_S-November 20
78569RE: PYPL A bit above the $6B as it was $20.8B in 2024....by about 3.46x or ~247Sean Collett2November 20
78568it sounds like the most exposure kkr has at any time is $6 billion, seems likeMadharry1November 20
78567** Adobe and Qualcomm said they are partnering with Humain, the artificial intelE_K_S-November 19
78566ADBE. Tracking position now with stock at 12-mo low. Yahoo analyst person capPaul Senior-November 19
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