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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
78731 1215 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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78731I recently got out of ideas and started looking for stocks of Brazilian companieMarco Vincenzo-an hour ago
78730<i> my bets are on drill ships (limited supply) for oil exploration, aElroy-3 hours ago
78729I am liking both approaches simultaneously. For me this involves holding these Paul Senior13 hours ago
78728RE: GOOG & LLM's in general To be clear, I was making the same point thSean Collett-5 hours ago
78727I doubt that the these ai companies will expect consumers to pay for the use of Madharry15 hours ago
78726On the ChatGPT will kill GOOG's role as the gateway to the internet, well...Elroy16 hours ago
78725RE: GOOG To be fair to GOOG Paul was one of the first here (I think) adding theSean Collett-6 hours ago
78724<i> Seems funny to me that after you almost hit the nail on the head wiElroy-6 hours ago
78723Seems funny to me that after you almost hit the nail on the head with your answeMadharry-6 hours ago
78722I question the idea that being able to focus extremely well, being extremely smaElroy-7 hours ago
78721RE: MOH I added this when Ben brought it up and I took a look. Was $134.10/s onSean Collett17 hours ago
78720In some ways much easier to find value stocks now than in previous 25 years. InPaul Senior27 hours ago
78719You are aware of the California mandate to phase out ALL NG appliances includingE_K_S-8 hours ago
78718Yeah, I think this is the most predicted bubble ever. Makes me think there is noHarshu Vyas-8 hours ago
78717I wanted more color on your read for the oil and gas sector so I had grok.com AJohnny Canuck-yesterday
78716SPHR to elaborate- it was never a value play but it seemed to offer a unique rMadharry-yesterday
78715<i> if you pick a stock at random the likelihood of it out performing Elroy-yesterday
78714according to gemini VXUS is equivalent to the admiral fund for schwab and fideliMadharry-yesterday
78713thank you. OT i was listening to an interesting podcast with a guy who did empirMadharry-yesterday
78712These are not big positions for me and just holds as a long term investor. TheMadharry-yesterday
78711I've looked at and have held MSGE and SPHR. Wrong choice by me to have solPaul Senior-yesterday
78710I hold Vanguard funds because they have the lowest expense ratio in the IndustryE_K_S1yesterday
78709Hmmm ........ Looks good for a Fund investment .... I may put 65% of an investmbruwin-yesterday
78708I am at a 70% position for CARR w/ my avg cost now at $54.53/share. CARR came uE_K_S-yesterday
78707Yeah Cracker Barrel is overrated. They dont even have nice home fries just the pgolfer72-yesterday
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