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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
78744 1215 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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78744Hi Johnny IMHO the IEA's position on a glut is more political than it irobert b furman2yesterday
78743That's exactly the one I was talking about. My projection price was 20 dollaMarco Vincenzo-yesterday
78742Even within thematic risk, a person might want to spread their bets. "ThemPaul Senior-yesterday
78741<i> For investors with a strong interest in thematic innovation and comElroy-yesterday
78740No disrespect to Michael Burry Yeah, I'd think twice before betting the faS. maltophilia-Saturday
78739Bank of America, one of the largest financial institutions in the world, wants iMadharry-Saturday
78738but if you have most of your assets in non taxable vehicles you dont have to wMadharry-Saturday
78737Burry has been wrong lots of times like everybody else. He may turn out to be riMadharry2Saturday
78736No disrespect to Michael Burry because he certainly stuck to his guns and figureMadharry-Saturday
78735Embraer S.A. (EMBJ). Held it for a couple years ('22-'23). Bought for iPaul Senior-Saturday
78734The Brazilian stock I like is ERJ. They make planes. The stock goes up. That&Elroy-Saturday
78733" "discovered" a pretty solid high-growth fintech company" Paul Senior-Saturday
78732strategies before the house market crash Burry, as you may know, was an active S. maltophilia1Saturday
78731I recently got out of ideas and started looking for stocks of Brazilian companieMarco Vincenzo-Saturday
78730<i> my bets are on drill ships (limited supply) for oil exploration, aElroy-Saturday
78729I am liking both approaches simultaneously. For me this involves holding these Paul Senior1Saturday
78728RE: GOOG & LLM's in general To be clear, I was making the same point thSean Collett-Saturday
78727I doubt that the these ai companies will expect consumers to pay for the use of Madharry1Saturday
78726On the ChatGPT will kill GOOG's role as the gateway to the internet, well...Elroy1Saturday
78725RE: GOOG To be fair to GOOG Paul was one of the first here (I think) adding theSean Collett-Saturday
78724<i> Seems funny to me that after you almost hit the nail on the head wiElroy-Saturday
78723Seems funny to me that after you almost hit the nail on the head with your answeMadharry-Saturday
78722I question the idea that being able to focus extremely well, being extremely smaElroy-Saturday
78721RE: MOH I added this when Ben brought it up and I took a look. Was $134.10/s onSean Collett1Saturday
78720In some ways much easier to find value stocks now than in previous 25 years. InPaul Senior4Saturday
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