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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
78748 1215 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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
78744Hi Johnny IMHO the IEA's position on a glut is more political than it irobert b furman2Sunday
78743That's exactly the one I was talking about. My projection price was 20 dollaMarco Vincenzo-Sunday
78742Even within thematic risk, a person might want to spread their bets. "ThemPaul Senior-Sunday
78741<i> For investors with a strong interest in thematic innovation and comElroy-Sunday
78740No disrespect to Michael Burry Yeah, I'd think twice before betting the faS. maltophilia-last Saturday
78739Bank of America, one of the largest financial institutions in the world, wants iMadharry-last Saturday
78738but if you have most of your assets in non taxable vehicles you dont have to wMadharry-last Saturday
78737Burry has been wrong lots of times like everybody else. He may turn out to be riMadharry2last Saturday
78736No disrespect to Michael Burry because he certainly stuck to his guns and figureMadharry-last Saturday
78735Embraer S.A. (EMBJ). Held it for a couple years ('22-'23). Bought for iPaul Senior-last Saturday
78734The Brazilian stock I like is ERJ. They make planes. The stock goes up. That&Elroy-last Saturday
78733" "discovered" a pretty solid high-growth fintech company" Paul Senior-last Saturday
78732strategies before the house market crash Burry, as you may know, was an active S. maltophilia1last Saturday
78731I recently got out of ideas and started looking for stocks of Brazilian companieMarco Vincenzo-last Saturday
78730<i> my bets are on drill ships (limited supply) for oil exploration, aElroy-last Saturday
78729I am liking both approaches simultaneously. For me this involves holding these Paul Senior1last Saturday
78728RE: GOOG & LLM's in general To be clear, I was making the same point thSean Collett-last Saturday
78727I doubt that the these ai companies will expect consumers to pay for the use of Madharry1last Saturday
78726On the ChatGPT will kill GOOG's role as the gateway to the internet, well...Elroy1last Saturday
78725RE: GOOG To be fair to GOOG Paul was one of the first here (I think) adding theSean Collett-last Saturday
78724<i> Seems funny to me that after you almost hit the nail on the head wiElroy-last Saturday
78723Seems funny to me that after you almost hit the nail on the head with your answeMadharry-last Saturday
78722I question the idea that being able to focus extremely well, being extremely smaElroy-last Saturday
78721RE: MOH I added this when Ben brought it up and I took a look. Was $134.10/s onSean Collett1last Saturday
78720In some ways much easier to find value stocks now than in previous 25 years. InPaul Senior4last Saturday
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