Value Investing | Stock Discussion Forums

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends
Value Investing

An SI Board Since November 1996

Posts	SubjectMarks	Bans
78395	1213	4

Emcee: Paul Senior	Type: Moderated

Introduction Compact

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.
==============================
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
==============================

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.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
78395	focused on solvency then BV matters Take out most of the goodwill and intangib	S. maltophilia	1	an hour ago
78394	OT << And the "qualification" of a Value Stock revolves primari	Sean Collett	1	3 hours ago
78393	I added a bit of OGN today to minimize maximum regret on modest signs of bottomi	Bob Rudd	-	3 hours ago
78392	<i> Examples in this regard, IMO, would be AMAT, or MCO, or LRCX, etc.&	Elroy	-	4 hours ago
78391	If I may make a point or two here .............. One of the world's most su	bruwin	-	4 hours ago
78390	I don't see an Arb play with SOHO ... or mismatch in prices. Looks like a no	Ccube	-	5 hours ago
78389	Ok so after the next -80% drop (Crash) ... where should we find value stocks? c	Ccube	-	5 hours ago
78388	As I understand it only the B series trades on public markets. The SOHO preferr	E_K_S	1	7 AM
78387	<i>The big risk is when they take private SOHO the preferreds may no long	Elroy	-	yesterday
78386	The big risk is when they take private SOHO the preferreds may no longer trade o	E_K_S	-	yesterday
78385	<I> What do you care? I thought you sold your position</I> I did	Elroy	-	yesterday
78384	I multiplied by $2.50/share not $2.25/share. That was the wrong price I see Wh	E_K_S	-	yesterday
78383	<i>If you convert based on shares at $2.50/share you have to go...</i&g	Elroy	-	yesterday
78382	"Look at what I posted" isn't terribly helpful. <i>See my p	Elroy	-	yesterday
78381	Luxury Hotels Boom While The Rest Of the Industry Slumps	E_K_S	-	yesterday
78380	See my previous post of the other Preferreds w/ links; If you convert based on	E_K_S	-	yesterday
78379	<i> the value of the preferreds if paid off at PAR $25 is $103.6 millio	Elroy	-	yesterday
78378	<i> I should increase my position size next time. if it dips again. (li	Elroy	-	yesterday
78377	SOHOB Conversion Rights (from prospectus) Upon the occurrence of a Change of	E_K_S	-	yesterday
78376	Below are the three Preferreds for SOHO. Note the Take Private offer valued o	E_K_S	1	yesterday
78375	It makes sense that it trades at around $17.... $2.25 times 8.5 shares = $19.25	Ccube	1	yesterday
78374	youtu.be Liquidity concerns Michael Howell. For next year 2026. Market is ali	Ccube	-	yesterday
78373	Thanks for SIMO I still have few shares left. should sell soon. Like by January.	Ccube	-	yesterday
78372	CALM. Yes, shortage of eggs (Bird Flu related) raised US egg prices. CALM bus	Paul Senior	-	yesterday
78371	BGS “Our decision to sell the Green Giant and Le Sieur brands in Canada is a	S. maltophilia	2	yesterday

Go to reply# or date (mm/dd/yy):