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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79260 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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79118Jumping back into Diageo. So many "bear theses" out there that I thinkHarshu Vyas-February 6
79117value creation To me, FWIW, a term of post-1980s corporate speak, usually used S. maltophilia-February 6
79116On a stock recovery day, I've several stocks down a goodly percentage. Here&Paul Senior-February 6
79115I would not over complicate it. People are going crazy over ClaudeBot or OpenClJohnny Canuck1February 6
79114For me, I don't use dcf, or make financial statement projections. I rarelPaul Senior-February 6
79113MAIN. I'll consider after the dust settles from all earnings reports. ARCCGrommit-February 6
79112Hi Marco My analysis has changed over the 45 years I have been investing. I noE_K_S-February 5
79111I am learning about these "Agentic Agents" and really do not understanE_K_S-February 5
79110Hello, Out of curiosity, how do you guys that have been investing for quite somMarco Vincenzo-February 5
79109Yes, definitely. I mean, I just said the required rate of return because, from hMarco Vincenzo-February 5
79108Re: DUOL I saw this mentioned on a YouTube channel where the host provided a suE_K_S-February 5
79107For sure we shall see. Took me a couple of seconds to realize EY is accountiPaul Senior-February 5
79106We've read about AI taking over low level programming, summarizing medical aGrommit-February 5
79105Continuing to add small to shares I have as market continues to drop. METC. IPaul Senior-February 5
79104Betting that AI won't kill all the software companies. Tracking positions nPaul Senior1February 5
79103OT. Madharry -- not the moderator here, but IMO - control yourself. don't Grommit-February 5
79102Hi E_K_S, I'd love to have your review on a stock I've recently sold sorobert b furman2February 5
79101i bought more nvo, and more ritm.Madharry-February 5
79100Didn't know about PFIC's. Almost as bad as MLP's. I own SLV but waE_K_S-February 4
79099thanks for the advice. i read something about that on gemini and bounced the pslMadharry-February 4
79098PSLV, et. al. You might need to be very careful about PSLV and other royalty Paul Senior-February 4
79097hopefully that will be a positive for my nvda and amzn holdings. OT i want to reMadharry-February 4
79096new position nvo 12x pe, ceo encouraging on cramer,Madharry-February 4
79095I made a conscious effort to increase my energy exposure in the last 60 days, buMadharry-February 4
79094I've been paying pretty close attention to sector performance myself. YesteDitchdigger-February 4
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