Strategies & Market Trends: Value Investing  
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Share This Board Moderated By: Paul Senior -- (Moderated) -- Started: 11/16/1996 11:01:00 PM  Revision History

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...

From E_K_S, here are some recent value investing books posters have recommended and discussed: 

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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53757WTW - not for me. If it had more conservative balance sheet, I'd possibly biJurgis Bekepuris-04/18/2014 11:51 AM
53756WTW - I know I mentioned this here last November and got some mixed views, but IIndependentValue-04/18/2014 06:06 AM
53755B&G Foods Inc. (BGS) Watching this one too. Net Income to Debt still quiteE_K_S-04/17/2014 01:27 PM
53754Offshore drillers: ATW: Analysts keep reducing their earnings estimates for coPaul Senior-04/17/2014 12:56 PM
53753SENEA. I'll reenter Seneca for a few shares. Company seems to be in the Paul Senior-04/17/2014 12:26 PM
53752Seaboard (SEB). Added a few shares. Perhaps a mistake-- it's still an exPaul Senior-04/17/2014 12:11 PM
53751Following up on ASDS ASDS is trading down a bit -- 0.21 bid and last and 0.25 oMCsweet-04/17/2014 11:02 AM
53750Spek, thanks for bring Ally attention to the board and actually making a case foMattyice-04/16/2014 02:14 PM
53749Hi paul, Buy Here Pay Here have huge margins. Those who pull the repo tag quicrobert b furman-04/15/2014 09:15 AM
53748GMAC previous ALLY bought up a subprime auto lender before Resmark brought them robert b furman-04/15/2014 08:40 AM
53747Re ALLY - just to make it clear, the cost reduction will occur on the expense siSpekulatius204/15/2014 12:32 AM
53746CRMT: I prefer to look rear-view. Company has been profitable every year pasPaul Senior-04/13/2014 01:28 PM
53745Re CRMT - the repossession rate is important. My calculation yields that they onSpekulatius-04/13/2014 12:01 PM
53744Re CRMT - the repossession rate is important. My calculation yields that they onSpekulatius-04/13/2014 12:00 PM
53743Some stocks to consider perhaps: Ten leading money men and women have agreed toPaul Senior-04/13/2014 10:16 AM
53742CRMT: I don't understand their detailed analysis. Apparently it's notPaul Senior-04/12/2014 06:07 PM
53741Re CRMT - gannon and hoang have a detailed post about this subprime used car deaSpekulatius-04/12/2014 03:24 PM
53740Asset allocators/asset acquirers: I have lost interest ever since an investmenPaul Senior-04/12/2014 02:54 PM
53739Auto finance companies: I'll pass on ALLY. Not enough public history tPaul Senior-04/12/2014 02:28 PM
53738ALLY @23.9$. I bought some shares in this car financier. The stock is going for Spekulatius104/12/2014 11:52 AM
53737TSCDY: I'll take the other side of Bekepuris and Buffett who are, or have,Paul Senior-04/10/2014 12:14 PM
53736$NAN.V Awards Drilling Contract  DJK1-04/10/2014 10:34 AM
53735Ally - that is an IPO that looks interesting. Of course Etrade does not offer paSpekulatius-04/09/2014 11:22 PM
53734CAM.L - their 2013 numbers should come out on 4/24 if I remember correctly. I stJurgis Bekepuris-04/09/2014 11:14 PM
53733Re CAM.L - the sleeper stock is awakening and I sold a small part of my shares Spekulatius-04/09/2014 11:10 PM
53732LBTYK - It's the same as LBTYA, just no voting. Neither is cheap IMHO. I havJurgis Bekepuris-04/09/2014 11:06 PM
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