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
78750 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
78669RE: CUK At this moment i cautious about any business whose revenue depend on dOlafB-December 7
78668I used to hold, and earn a bunch of money, CUK. Main thesis is that there are isOlafB-December 7
78667WBD I have slowly been exiting at lower prices. I sold all my shares where i haMadharry-December 6
78666RE: NKE I am not sure what the growth story for them is. A big star with LeBronSean Collett1December 5
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
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