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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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79277 1223 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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79231TSN. Thanks for mention. Looked closer, and ok, I'll follow and close out Paul Senior-February 27
79230That post about NVDA reminded me of something - Micron could be a value stock heElroy1February 26
79229I reduced DELL and put proceeds into NVDA. seems to me like Mr. . Market is stupMadharry-February 26
79228Slashing the dividend was necessary. They were borrowing money to afford the divHarshu Vyas-February 25
79227Small adds to positions: STWD, RITM, BXC, adding a little to tracking positionPaul Senior-February 25
79226what do you think of deo now? looks like the new ceo threw shareholders under thMadharry-February 25
79225I had my first go round reading the STWD transcript, Nothing fantastic or alarmMadharry-February 25
79224Bought some booze, on sale today. MGPI, niche name. Loss is from a goodwill writS. maltophilia-February 25
79223Just Own SIMOElroy-February 25
79222pivot into a Bank Makes sense to me. Most banks are profitable, given decent maS. maltophilia-February 25
79221I wonder if the Charter Bank has value to Stripe? That would be interesting if E_K_S-February 25
79220You'd figure even an HP ex would know better than to give away the the choicS. maltophilia-February 25
79219Re: PYPL -1.96% Speculation that Stripe wants Venmo to compete with CashApp...E_K_S-February 25
79218thanks for the link . fascinating,Madharry-February 25
79217tracking position in DOCU.Madharry-February 25
79216That's interesting as PYPL has new management (HP CEO) and market does not sE_K_S1February 25
79215Mr. Market in 2025: There's nothing better than SaaS Mr. Market in 2026: Thpetal-February 25
79214Ngl, I would love to own some Stripe... Patrick Collison is one of the most brpetal1February 25
79213relinquish some of its business I think Stripe wants the best pieces, leaving PS. maltophilia-February 24
79212I think it would make more sense for PYPL to relinquish some of its business toMadharry-February 24
79211I'm guessing some sort of merger, with Stripe being a major holder. The $159S. maltophilia-February 24
79210PYPL +7% on the news Stripe is private — it does not have a public ticker symboE_K_S-February 24
79209Stripe is considering an acquisition of all or parts of PayPal. $PYPL PYPL +7%E_K_S-February 24
79208Re: Ovintiv Inc (OVV) 50.17-0.66 (-1.30%) Ovintiv outlines return E_K_S-February 24
79207Closed out TSN (from Buys in 5/2023 +35% gains) put the proceeds into a 25% starE_K_S-February 24
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