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
79277 1223 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
78668I used to hold, and earn a bunch of money, CUK. Main thesis is that there are isOlafB-12/7/2025
78667WBD I have slowly been exiting at lower prices. I sold all my shares where i haMadharry-12/6/2025
78666RE: NKE I am not sure what the growth story for them is. A big star with LeBronSean Collett112/5/2025
78665NKE No disputing that they are solid, and have a mojo that a WWW or CAL can onlS. maltophilia-12/5/2025
78664RE: WBD; Still hold my shares from the T spin off 4/2022 The spin-off thatE_K_S-12/5/2025
78663WBD. Thanks for discussion/opinions here. In since (Sept), and I'll exit Paul Senior-12/5/2025
78662I don't see any catalyst that the market doesn't know of. Management aHarshu Vyas-12/5/2025
78661NKE. Essentially flat revenues. At PE of 30+, seems you want growth. See any cS. maltophilia112/4/2025
78660Might be an unpopular one. That's ok. But I bought Nike shares today. DebaHarshu Vyas-12/4/2025
78659CAPR. Yeah, I posted on it here this morning, and later took down the post. I Paul Senior-12/3/2025
78658Message #77740 from Ccube at 7/11/2025 8:04:13 PM CAPR might be worth a long shCcube-12/3/2025
78657i second and third that.Madharry-12/3/2025
78656suggest you read write up at VIC> free to join. you are right about 2023 bMadharry-12/3/2025
78655RE: Cruises Wasn't the time to buy cruise lines back when Harshu was writinSean Collett-12/3/2025
78654I added more pypl and started new position in a cruise line NCLH after reading Madharry-12/3/2025
78653Paul Senior-12/3/2025
78652Not quite sure what happened with WEN today...was trading lower and then went upscbeachbum-12/2/2025
78651Hi Mad, Customers are serial NO PAYERS. We ran a buy here pay here in poor Easrobert b furman312/2/2025
78650It's not an investment. No dividends or buybacks - so say the lenders. MightS. maltophilia-12/2/2025
78649there is a lot here i cant figure out. apparently they dont provide info on on %Madharry-12/2/2025
78648CRMT Interesting. They're borrowing @~7% sec.gov and lending at The ComS. maltophilia-12/2/2025
78647CRMT. I've been attracted to subprime lenders and associated businesses. Paul Senior-12/2/2025
78646I have just started to look at CRMT, its been written up twice at valueinvestor Madharry-12/2/2025
78645I'll second that "Thanks to Bruwin" for his help and guidance. Anrobert b furman-12/2/2025
78644[graphic]bruwin-12/1/2025
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
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News