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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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78747 1214 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.
==============================
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
==============================

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
78740No disrespect to Michael Burry Yeah, I'd think twice before betting the faS. maltophilia-Saturday
78739Bank of America, one of the largest financial institutions in the world, wants iMadharry-Saturday
78738but if you have most of your assets in non taxable vehicles you dont have to wMadharry-Saturday
78737Burry has been wrong lots of times like everybody else. He may turn out to be riMadharry2Saturday
78736No disrespect to Michael Burry because he certainly stuck to his guns and figureMadharry-Saturday
78735Embraer S.A. (EMBJ). Held it for a couple years ('22-'23). Bought for iPaul Senior-Saturday
78734The Brazilian stock I like is ERJ. They make planes. The stock goes up. That&Elroy-Saturday
78733" "discovered" a pretty solid high-growth fintech company" Paul Senior-Saturday
78732strategies before the house market crash Burry, as you may know, was an active S. maltophilia1Saturday
78731I recently got out of ideas and started looking for stocks of Brazilian companieMarco Vincenzo-Saturday
78730<i> my bets are on drill ships (limited supply) for oil exploration, aElroy-Saturday
78729I am liking both approaches simultaneously. For me this involves holding these Paul Senior1Saturday
78728RE: GOOG & LLM's in general To be clear, I was making the same point thSean Collett-Saturday
78727I doubt that the these ai companies will expect consumers to pay for the use of Madharry1Saturday
78726On the ChatGPT will kill GOOG's role as the gateway to the internet, well...Elroy1Saturday
78725RE: GOOG To be fair to GOOG Paul was one of the first here (I think) adding theSean Collett-Saturday
78724<i> Seems funny to me that after you almost hit the nail on the head wiElroy-Saturday
78723Seems funny to me that after you almost hit the nail on the head with your answeMadharry-Saturday
78722I question the idea that being able to focus extremely well, being extremely smaElroy-Saturday
78721RE: MOH I added this when Ben brought it up and I took a look. Was $134.10/s onSean Collett1Saturday
78720In some ways much easier to find value stocks now than in previous 25 years. InPaul Senior4Saturday
78719You are aware of the California mandate to phase out ALL NG appliances includingE_K_S-Saturday
78718Yeah, I think this is the most predicted bubble ever. Makes me think there is noHarshu Vyas-Saturday
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
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