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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79258 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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79125Re: Plains Gp Holdings LP (PAGP) - Part 2 Discuss the value proposition of PAE_K_S-February 6
79124Re: Plains Gp Holdings LP (PAGP) - Part 1 I own DVN/CTRA (recent merger),E_K_S1February 6
79123Hello Maltophilia, I agree with you about the FCF and the profits. I will take Marco Vincenzo-February 6
79122MCO. Has some reaffirming lessons for me: It's sometimes ok to buy what yPaul Senior-February 6
79121SIMO. OK, I'll go for just a tad more shares. This will be the point wherePaul Senior-February 6
79120OT I find your comment inappropriate and narcissistic. I was expressing my view Madharry-February 6
79119If anyone cares SIMO is a great investment at the moment - but it's a growthElroy-February 6
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
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