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
79287 1222 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
78731I recently got out of ideas and started looking for stocks of Brazilian companieMarco Vincenzo-12/13/2025
78730<i> my bets are on drill ships (limited supply) for oil exploration, aElroy-12/13/2025
78729I am liking both approaches simultaneously. For me this involves holding these Paul Senior112/13/2025
78728RE: GOOG & LLM's in general To be clear, I was making the same point thSean Collett-12/13/2025
78727I doubt that the these ai companies will expect consumers to pay for the use of Madharry112/13/2025
78726On the ChatGPT will kill GOOG's role as the gateway to the internet, well...Elroy112/13/2025
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
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