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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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59655TTPH. Congrats, gcrispin. Both on the company's apparent success, its resPaul Senior-5 minutes ago
59654Ah, so you're perhaps knowledgeable on cash rich failing biotech stocks? HaElroy-22 minutes ago
59653Latest on TTPH which essentially sold for its cash holdings last December. finagcrispin-an hour ago
59652HIBB is my worst stock pick of the year. Losing >60% until now. I understand staring-5 hours ago
59651"Sports retailer stocks fall as Hibbett posts gloomy outlook" financePaul Senior112 AM
59650Re: GE I have my stick bid/offer in at $24.23/share (put in that price over 10E_K_S-yesterday
59649Bought a small starter position in GE today. It appears to be trading at a 16x mSpekulatius-yesterday
59648re. this "lifetime value math". Too complex for me. And less thanPaul Senior-yesterday
59647Peter Lynch famously said that an investor who does not do research is like a poGlenn Petersen-Sunday
59646ADM & GIS are other food stocks on my list but will start positions on any cE_K_S-Sunday
59645EKS. Still holding my stub YARA position. Also, fwiw, as you, recently soldPaul Senior-Sunday
59644Norway Takes Lead in Race to Build Autonomous Cargo ShipsThe Yara Birkeland, slaE_K_S-Sunday
59643As always with RMR-involved transactions, the purchase by GOV of another companygeoffrey Wren1Sunday
59642Morningstar (the free stuff)If you live in US, you can sign up for free online pJurgis Bekepuris1last Saturday
59641re sources of information. Some sources I use are: Barron's (paid subscriPaul Senior3last Saturday
59640I use fintoolbox screener, but it's a pay sitedeeno-last Friday
59639 To the board What are your sources of information ? Personally, I use Finviz foWilliam Cloutier-last Friday
59638I think yes. Banks are cyclical. So their earnings may vary a lot during a businstaring-last Thursday
59637Isn't their earnings (the big banks) positively impacted by a strong marketWilliam Cloutier-last Thursday
59636I have been busy this quarter, therefore I have been participating very little. staring-last Wednesday
59635It always depends on the price. A year ago I had a very nice return in holding Bstaring-last Wednesday
59634They are currently scaling up their operations, which has caused inventory and aclm51last Tuesday
59633UBNT has a strange mismatch between EBITDA and Operating Cash flow... Operating staring-last Tuesday
59632I am utterly devoid of good ideas. Time to hit the beach and forget about invesGraham Osborn2July 17
59631SORF: symbol changed to SOHILazarus-July 14
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