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Value Investing
An SI Board Since November 1996
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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.

We want to stay away from the obscenely high PE's and look
at net working capital models, etc. Schooling in the art
of fundamental analysis is also appropriate here.

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

Updated 5/26/16: From E_K_S, here are value investing books posters have recommended and discussed:

docs.google.com
Thanks, EKS, for your work in developing and maintaining this list for us!
==============================

From Spekulatius:
Here are some value investing blogs:
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58955My take w/ Buffet regarding inflation is he looks at the cost of capital (over tE_K_S-5 hours ago
58954Don't have much time to reply -- off to the airport for a trip. You extrapoPaul Senior-6 hours ago
58953Buffett didn't use CPI, and neither should you. In the 10 years subsequent Graham Osborn-6 hours ago
58952Yes, I saw that... and this... As described in greater detail below in LiquiditLazarus-yesterday
58951 Hi Lazarus, looks like a good one in many ways. One thing I am still trying to Graham Osborn-yesterday
58950for the young 'uns, probably the only way left on God's green earth to bPaul Senior1yesterday
58949I've got 5 sons and one son-in-law. Encouraging/helping them all to set up Lazarus-yesterday
58948The only way to beat inflation is to identify special situation and value/growthgizwick-Thursday
58947The interesting thing is it only takes one 50-bagger in a 50-stock portfolio to Graham Osborn-Thursday
58946Today I closed my position in Ahold Delhaize. It is a good stock, but I see limistaring-Thursday
58945Added more SKAS today. (Took some profits @ .24. from original entry at .07) Lazarus1Thursday
58944In case anyone finds this interesting, I did a simulation illustrating why BuffeGraham Osborn-Wednesday
58943Today, I closed my position in TSO. I closed the position with a gain of roughlystaring-Tuesday
58942Madison Square Garden (MSG). I'll initiate a tracking position. Thesis, pePaul Senior-Tuesday
58941Increasing my sector bet on downtrodden pharma stocks -- small adds now to TEVA Paul Senior-Tuesday
58940OT: Reynolds American (RAI): closed position today on its buyout offer. An Paul Senior2Tuesday
58939Different people have different methods of valuing equities, so I can only give Graham Osborn1Tuesday
58938If you are going to adjust book value, then you need to include adding back treaMicah Lance-Tuesday
58937MCO moat. Yes, we don't know about the life expectancy of that moat. It sePaul Senior1Monday
58936I wonder how many of these people could be replaced by AI 'smart' Algos E_K_S-Monday
58935Your description of MCO's operations made me smile, perhaps in memory of theGraham Osborn-Monday
58934MCO. Has had negative bv for 8 of past 10 years. Positive years bv not over $Paul Senior1Monday
58933Take a look at this : hvass-labs.org Personally, I would like to see some priceWilliam Cloutier1Monday
58932Today I started a position in BMW3 (Xetra), non-voting preferred shares of BMW. staring-Monday
58931On further reflection I realized what I termed "adjusted book value" hGraham Osborn-Monday
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