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
79276 1223 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
78743That's exactly the one I was talking about. My projection price was 20 dollaMarco Vincenzo-12/14/2025
78742Even within thematic risk, a person might want to spread their bets. "ThemPaul Senior-12/14/2025
78741<i> For investors with a strong interest in thematic innovation and comElroy-12/14/2025
78740No disrespect to Michael Burry Yeah, I'd think twice before betting the faS. maltophilia-12/13/2025
78739Bank of America, one of the largest financial institutions in the world, wants iMadharry-12/13/2025
78738but if you have most of your assets in non taxable vehicles you dont have to wMadharry-12/13/2025
78737Burry has been wrong lots of times like everybody else. He may turn out to be riMadharry212/13/2025
78736No disrespect to Michael Burry because he certainly stuck to his guns and figureMadharry-12/13/2025
78735Embraer S.A. (EMBJ). Held it for a couple years ('22-'23). Bought for iPaul Senior-12/13/2025
78734The Brazilian stock I like is ERJ. They make planes. The stock goes up. That&Elroy-12/13/2025
78733" "discovered" a pretty solid high-growth fintech company" Paul Senior-12/13/2025
78732strategies before the house market crash Burry, as you may know, was an active S. maltophilia112/13/2025
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
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