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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79131 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.
==============================
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.
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ReplyMessage PreviewFromRecsPosted
79131RE: Ovintiv Inc (OVV) This is the old Encana, I acquired my shares in 3E_K_S-Saturday
79130UPDATE. Recent changes, with a few notes from AI. Added those marked. Going fGrommit-Saturday
79129Last couple weeks I started building energy in the portfolio after doing a screeDavid-Saturday
79128OT Madharry, Did not see your post until Paul mentioned it, because you are stiGrommit-Saturday
79127Re: Charter Communications Inc (CHTR) Looks like a good 5 year reversioE_K_S-Saturday
79126Dear Value Investor, I got a couple of stock ideas, both value stocks, from SteCoolwire2Saturday
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
79118Jumping back into Diageo. So many "bear theses" out there that I thinkHarshu Vyas-last Friday
79117value creation To me, FWIW, a term of post-1980s corporate speak, usually used S. maltophilia-last Friday
79116On a stock recovery day, I've several stocks down a goodly percentage. Here&Paul Senior-last Friday
79115I would not over complicate it. People are going crazy over ClaudeBot or OpenClJohnny Canuck1last Friday
79114For me, I don't use dcf, or make financial statement projections. I rarelPaul Senior-last Friday
79113MAIN. I'll consider after the dust settles from all earnings reports. ARCCGrommit-last Friday
79112Hi Marco My analysis has changed over the 45 years I have been investing. I noE_K_S-last Thursday
79111I am learning about these "Agentic Agents" and really do not understanE_K_S-last Thursday
79110Hello, Out of curiosity, how do you guys that have been investing for quite somMarco Vincenzo-last Thursday
79109Yes, definitely. I mean, I just said the required rate of return because, from hMarco Vincenzo-last Thursday
79108Re: DUOL I saw this mentioned on a YouTube channel where the host provided a suE_K_S-last Thursday
79107For sure we shall see. Took me a couple of seconds to realize EY is accountiPaul Senior-last Thursday
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