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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
78741 1215 4
Emcee:  Paul Senior Type:  Moderated
Ok, how about a value investing thread?

What we are looking for are value plays. Value plays
in the Ben Graham tradition.

Good luck to all. Hope this thread survives.

Update: 12/18/2012. P L E A S E...
DO NOT POST TECHNICAL ANALYSIS COMMENTARY OF SPECIFIC STOCKS ON THIS VALUE THREAD.
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Moderator may remove posts and/or posters where TA analysis of specific stocks is discussed with the purpose of making buy/sell/hold/wait/pass comments based on where the price trend is headed.

List of related books: TBD
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From Spekulatius:
Here are some value investing blogs:
Message 28850420

DO NOT POST COMMENTARY ABOUT CORONAVIRUS/COVID ON THIS THREAD UNLESS IT PERTAINS TO A SPECIFIC STOCK.
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ReplyMessage PreviewFromRecsPosted
78731I recently got out of ideas and started looking for stocks of Brazilian companieMarco Vincenzo-yesterday
78730<i> my bets are on drill ships (limited supply) for oil exploration, aElroy-yesterday
78729I am liking both approaches simultaneously. For me this involves holding these Paul Senior1yesterday
78728RE: GOOG & LLM's in general To be clear, I was making the same point thSean Collett-yesterday
78727I doubt that the these ai companies will expect consumers to pay for the use of Madharry1yesterday
78726On the ChatGPT will kill GOOG's role as the gateway to the internet, well...Elroy1yesterday
78725RE: GOOG To be fair to GOOG Paul was one of the first here (I think) adding theSean Collett-yesterday
78724<i> Seems funny to me that after you almost hit the nail on the head wiElroy-yesterday
78723Seems funny to me that after you almost hit the nail on the head with your answeMadharry-yesterday
78722I question the idea that being able to focus extremely well, being extremely smaElroy-yesterday
78721RE: MOH I added this when Ben brought it up and I took a look. Was $134.10/s onSean Collett1yesterday
78720In some ways much easier to find value stocks now than in previous 25 years. InPaul Senior4yesterday
78719You are aware of the California mandate to phase out ALL NG appliances includingE_K_S-yesterday
78718Yeah, I think this is the most predicted bubble ever. Makes me think there is noHarshu Vyas-yesterday
78717I wanted more color on your read for the oil and gas sector so I had grok.com AJohnny Canuck-last Friday
78716SPHR to elaborate- it was never a value play but it seemed to offer a unique rMadharry-last Friday
78715<i> if you pick a stock at random the likelihood of it out performing Elroy-last Friday
78714according to gemini VXUS is equivalent to the admiral fund for schwab and fideliMadharry-last Friday
78713thank you. OT i was listening to an interesting podcast with a guy who did empirMadharry-last Friday
78712These are not big positions for me and just holds as a long term investor. TheMadharry-last Friday
78711I've looked at and have held MSGE and SPHR. Wrong choice by me to have solPaul Senior-last Friday
78710I hold Vanguard funds because they have the lowest expense ratio in the IndustryE_K_S1last Friday
78709Hmmm ........ Looks good for a Fund investment .... I may put 65% of an investmbruwin-last Friday
78708I am at a 70% position for CARR w/ my avg cost now at $54.53/share. CARR came uE_K_S-last Friday
78707Yeah Cracker Barrel is overrated. They dont even have nice home fries just the pgolfer72-last Friday
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