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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
78750 1215 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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78665NKE No disputing that they are solid, and have a mojo that a WWW or CAL can onlS. maltophilia-December 5
78664RE: WBD; Still hold my shares from the T spin off 4/2022 The spin-off thatE_K_S-December 5
78663WBD. Thanks for discussion/opinions here. In since (Sept), and I'll exit Paul Senior-December 5
78662I don't see any catalyst that the market doesn't know of. Management aHarshu Vyas-December 5
78661NKE. Essentially flat revenues. At PE of 30+, seems you want growth. See any cS. maltophilia1December 4
78660Might be an unpopular one. That's ok. But I bought Nike shares today. DebaHarshu Vyas-December 4
78659CAPR. Yeah, I posted on it here this morning, and later took down the post. I Paul Senior-December 3
78658Message #77740 from Ccube at 7/11/2025 8:04:13 PM CAPR might be worth a long shCcube-December 3
78657i second and third that.Madharry-December 3
78656suggest you read write up at VIC> free to join. you are right about 2023 bMadharry-December 3
78655RE: Cruises Wasn't the time to buy cruise lines back when Harshu was writinSean Collett-December 3
78654I added more pypl and started new position in a cruise line NCLH after reading Madharry-December 3
78653Paul Senior-December 3
78652Not quite sure what happened with WEN today...was trading lower and then went upscbeachbum-December 2
78651Hi Mad, Customers are serial NO PAYERS. We ran a buy here pay here in poor Easrobert b furman3December 2
78650It's not an investment. No dividends or buybacks - so say the lenders. MightS. maltophilia-December 2
78649there is a lot here i cant figure out. apparently they dont provide info on on %Madharry-December 2
78648CRMT Interesting. They're borrowing @~7% sec.gov and lending at The ComS. maltophilia-December 2
78647CRMT. I've been attracted to subprime lenders and associated businesses. Paul Senior-December 2
78646I have just started to look at CRMT, its been written up twice at valueinvestor Madharry-December 2
78645I'll second that "Thanks to Bruwin" for his help and guidance. Anrobert b furman-December 2
78644[graphic]bruwin-December 1
78643Nice CAGR at 26% w/ a 12 year hold. I may have you beat w/ KLAC - KLA CORP E_K_S1December 1
78642Congrats, bruwin. Bruwin, thanks for assists here over many years with updatesPaul Senior2December 1
78641<i>"AMAT is +64% in 3 months !"</i> Well, well, well ....bruwin3December 1
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