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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79143 1219 4
Emcee:  Paul Senior Type:  Moderated
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
79143RE ZBH vs peers I was surprised to see the discount ZBH vs peers; 10.5x PE (ZBE_K_S-12 minutes ago
79142ZBH. Thanks for the details. I'm still underwater based on 2025 buys; I wiPaul Senior-25 minutes ago
79141Is that all AI generated? See what your AI guy says about EPD compared to WMB. Elroy-33 minutes ago
79140RE: Williams Companies (WMB) - earnings Trading at an All Time High At E_K_S-45 minutes ago
79139RE: Zimmer Biomet Holdings (ZBH) - earnings Looks our recent Buys are goE_K_S-an hour ago
79138Hi Bob, I am not sure what other mid-tier E&P companies you looked at when Johnny Canuck-6 hours ago
79137Auto retailer GPI. Hits 12-mo low, and I add to my small position. finance.yahoPaul Senior-yesterday
79136RE: NKE Bloomberg piece on $NKE and Converse is telling employees to WFH as theSean Collett-yesterday
79135Looking back on it, you are right, the stock continues its ascent. Going forPaul Senior-yesterday
79134BBDC. I am avoiding BDC's for a while. But I took a very quick look at yoGrommit1yesterday
79133Why buy anything else when you can own SIMO?Elroy-yesterday
79132Some small buys for me this morning: FICO. Buying for persistent revenue growthPaul Senior-yesterday
79131RE: Ovintiv Inc (OVV) This is the old Encana, I acquired my shares in 3E_K_S-last Saturday
79130UPDATE. Recent changes, with a few notes from AI. Added those marked. Going fGrommit-last Saturday
79129Last couple weeks I started building energy in the portfolio after doing a screeDavid-last Saturday
79128OT Madharry, Did not see your post until Paul mentioned it, because you are stiGrommit-last Saturday
79127Re: Charter Communications Inc (CHTR) Looks like a good 5 year reversioE_K_S-last Saturday
79126Dear Value Investor, I got a couple of stock ideas, both value stocks, from SteCoolwire2last Saturday
79125Re: Plains Gp Holdings LP (PAGP) - Part 2 Discuss the value proposition of PAE_K_S-last Friday
79124Re: Plains Gp Holdings LP (PAGP) - Part 1 I own DVN/CTRA (recent merger),E_K_S1last Friday
79123Hello Maltophilia, I agree with you about the FCF and the profits. I will take Marco Vincenzo-last Friday
79122MCO. Has some reaffirming lessons for me: It's sometimes ok to buy what yPaul Senior-last Friday
79121SIMO. OK, I'll go for just a tad more shares. This will be the point wherePaul Senior-last Friday
79120OT I find your comment inappropriate and narcissistic. I was expressing my view Madharry-last Friday
79119If anyone cares SIMO is a great investment at the moment - but it's a growthElroy-last Friday
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