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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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60733BGS, PGH. I still have hope. Adding to my positions today.Paul Senior-yesterday
60732CMCSA. I start with a seed position today. A lot to like with this company'Paul Senior-yesterday
60731Bought Big Blue today. Hope it doesn't continue to head south and become deWallace Rivers-yesterday
60730This news positive for Pinnacle Foods (PF) Pinnacle Foods up 7.5% as Jana disclE_K_S-yesterday
60729RE: BGS I would suggest using the "Advanced Search" feature and do aE_K_S-yesterday
60728What's the current BGS story? What I mean is, why have the shares dropped fElroy-Thursday
60727Ther 3rd Ave credit fund had a meltdown during the 2015 credit crunch, they coulSpekulatius-Thursday
60726Going through the holdings of the Third Avenue Value Fund, I see the managers hPaul Senior-Thursday
60725Re: BGS a 20% add to BGS @ $23.50 in taxable account . . next open Buy is at E_K_S-Thursday
60724I seem to remember a discussion here - in 2016 perhaps - about some of the reasoGraham Osborn-Thursday
60723I've read one of his books - Value Investing. A slog to read (for me). HPaul Senior1Thursday
60722I started his book Distress Investing - haven’t finished it yet. I just noticedGraham Osborn-Thursday
60721THE WALTER SCHLOSS ARCHIVE Born in August 1916, Walter Schloss was a legend of Sultan1Wednesday
60720I'm in for a little more BGS too now. Cheap stock on many metrics.Paul Senior-Wednesday
60719My 5 share portfolio remains in exactly the same particular order that it has bebruwin-Wednesday
60718Marty Whitman (3rd Ave Fund) dies: morningstar.com reuters.com I often have gPaul Senior1Wednesday
60717Comtech Telecommunications Corp. (CMTL) - peeled off 20% @ $32.45/share (FWIW, lE_K_S-Tuesday
60716Largest positions for me (in no particular order) are BRK.B, ENB, FRFH, AXS, SEPSpekulatius1Tuesday
60715This discussion has been helpful - I'm starting to realize I have certain &qGraham Osborn-Monday
60714I don't know which model is better, but it's hard to deny that FacebookJurgis Bekepuris-Monday
60713Yes, I think we are in agreement now. ;)Jurgis Bekepuris-Monday
60712Hi bruwin, agree with your general comments. It is true that LinkedIn is structGraham Osborn-Monday
60711I would agree with the sentiments expressed elsewhere on this board regarding thbruwin-Monday
60710It is true Facebook is not the only social network now, but if you look at both Graham Osborn1Monday
60709The same thing is happening with LinkedIn, although in their case MSFT was stupJurgis Bekepuris-Monday
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