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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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59542I use the CHROME browser exclusively and recently upgraded to the new AdblockerE_K_S-yesterday
59541re Yahoo drop downs. Agree. Those inadvertent but frequent drop downs really iPaul Senior-yesterday
59540Ad a video blocker as well, definitely helps speed the page up some. What I realDitchdigger-yesterday
59539yahoo finance's software engineers are hard at work to make their website leSpekulatius2yesterday
59538Today I started a small position in DFS. It is a wide portfolio of business segmstaring-last Friday
59537Yes, I use the custom feature to get the metrics I'm interested in. All my Paul Senior-last Friday
59536Ok got it. If you create a new watch list (I created "compare"), thenE_K_S-last Friday
59535EKS. My workaround for that in Yahoo is to create a new portfolio and enter thPaul Senior1last Friday
59534Help on multiple ticker search - Does not work on Yahoo Finance but ok at GoogleE_K_S-last Friday
59533RE-ANF- Found this interesting - Takeover rumors continue-Abercrombie & Fitcrichardred-last Thursday
59532<i>" ... because a lot this depends on Mr Market, interest rates and bruwin-last Thursday
59531"Most analysts just ignore this stuff, until it can't be ignored."Paul Senior1last Wednesday
59530Re UPS - The pension adjustment are already accounted for and subtracted from thSpekulatius1last Wednesday
59529I guess when looking at BV, like Goodwill one would want to back out any pensionMicah Lance1last Wednesday
59528Re: Pension adjustments I guess when looking at BV, like Goodwill one would wanE_K_S-last Wednesday
59527I dread to think what is the ongoing Pension Fund Obligation of a company the siMicah Lance1last Wednesday
59526Notice you mentioned FSWA. I just picked up some shares of this little regionalLazarus-last Tuesday
59525That's the drawback of a "Defined Benefit" (DB) Pension Scheme whibruwin-last Tuesday
59524AAP-6% on auto part companies selloff after Autozone results. Auto parts stocksE_K_S-last Tuesday
59523 To Spek's point: UPS just had to spend $2.5 billion in Q1 2017 toward theirMicah Lance1last Tuesday
59522This is what GM did for part of their pension liabilities in 2009. GM Unloads $E_K_S-last Tuesday
59521Re Pensions - the question is not if the pensions are funded (they are), but to Spekulatius-last Tuesday
59520Hors sujet, can you tell me the characteristics of your portfolios (principal) William Cloutier-last Monday
59519MIK. For you guys who were here, and if I remember it correctly, maybe back 1Paul Senior-last Monday
59518NSRGY, fwiw for you guys who are following it here: I'll start trimming my Paul Senior-last Monday
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