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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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78725RE: GOOG To be fair to GOOG Paul was one of the first here (I think) adding theSean Collett-12/13/2025
78724<i> Seems funny to me that after you almost hit the nail on the head wiElroy-12/13/2025
78723Seems funny to me that after you almost hit the nail on the head with your answeMadharry-12/13/2025
78722I question the idea that being able to focus extremely well, being extremely smaElroy-12/13/2025
78721RE: MOH I added this when Ben brought it up and I took a look. Was $134.10/s onSean Collett212/13/2025
78720In some ways much easier to find value stocks now than in previous 25 years. InPaul Senior412/13/2025
78719You are aware of the California mandate to phase out ALL NG appliances includingE_K_S-12/13/2025
78718Yeah, I think this is the most predicted bubble ever. Makes me think there is noHarshu Vyas-12/13/2025
78717I wanted more color on your read for the oil and gas sector so I had grok.com AJohnny Canuck-12/12/2025
78716SPHR to elaborate- it was never a value play but it seemed to offer a unique rMadharry-12/12/2025
78715<i> if you pick a stock at random the likelihood of it out performing Elroy-12/12/2025
78714according to gemini VXUS is equivalent to the admiral fund for schwab and fideliMadharry-12/12/2025
78713thank you. OT i was listening to an interesting podcast with a guy who did empirMadharry-12/12/2025
78712These are not big positions for me and just holds as a long term investor. TheMadharry-12/12/2025
78711I've looked at and have held MSGE and SPHR. Wrong choice by me to have solPaul Senior-12/12/2025
78710I hold Vanguard funds because they have the lowest expense ratio in the IndustryE_K_S112/12/2025
78709Hmmm ........ Looks good for a Fund investment .... I may put 65% of an investmbruwin-12/12/2025
78708I am at a 70% position for CARR w/ my avg cost now at $54.53/share. CARR came uE_K_S-12/12/2025
78707Yeah Cracker Barrel is overrated. They dont even have nice home fries just the pgolfer72-12/12/2025
78706Earlier this year I started Vanguard Global Capital Cycles Fund Investor ShaE_K_S112/12/2025
78705my little inflation protection portfolio BATRK MSGE SPHR MTN all went up nicely Madharry-12/12/2025
78704Originally got shares of CARR from the United Technologies spinoff back in earlybenbuffett112/11/2025
78703re Cracker Barrel As a former customer, the last time I went there was around Madharry-12/11/2025
78702OTprobably keep it in a money market account and use it to make monthly paymentMadharry-12/10/2025
78701I think it is still fair to say that oil and gas are still suffering from negatirobert b furman-12/10/2025
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