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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
64972 1094 3
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.

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.
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Moderator may remove posts and/or posters where TA analysis of specific stocks is discussed with the purpose of making buy/sell/hold/wait/pass comments based on where the price trend is headed.

List of related books: TBD
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From Spekulatius:
Here are some value investing blogs:
Message 28850420

DO NOT POST COMMENTARY ABOUT CORONAVIRUS/COVID ON THIS THREAD UNLESS IT PERTAINS TO A SPECIFIC STOCK.
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64972thanks. i am adding it to my watch list. i have a couple of others too. Its nicMadharry-Saturday
64971Looking for Value in the AG sector; building/expanding my AG basket Below are tE_K_S-Saturday
64970In the past I considered Non-Us properties a net negative but maybe it's timE_K_S-Saturday
64969WPC. Added a few shares to my few of this net-lease REIT. I believe 21 yearsPaul Senior-last Friday
64968read an article on the rebranding of weightwatchers. they went from weightwatcheMadharry-last Friday
64967i bought a lil bit of msge at slightly higher levels. bear in mind they will prMadharry-last Friday
64966MSGE. I've casually been following the split up of Madison Square Garden iPaul Senior1last Friday
64965GILD: adding a few shares today. marketwatch.comPaul Senior-last Friday
64964OK, time for a small pump on SIMO. It is almost finished with a "tough quaElroy-last Friday
64963Fills for me this morning: More ORI, T, AE. High shame/low pride: more ASC (cPaul Senior-last Friday
64962Re TATT. Nice pop in the stock today. It's been one of those stocks that Paul Senior1last Friday
64961Fair enough, Paul. Thanks for the input. When I buy in on MY premise and the IntoOLEDs-last Thursday
64960VSAT. Looked at it several times because Seth Klarman has a position and recentPaul Senior-last Thursday
64959How about a look at VSAT since they went below book value today? They're a IntoOLEDs-last Thursday
64958i did add more ori too but at $14.18. still a small position for me. I am lookinMadharry-last Thursday
64957good write up on cnbc.com about why citi ceo ended up stepping down. he just couMadharry-last Thursday
64956nrz announced they are raising their quarterly dividend by a nickel to .15. starMadharry-last Thursday
64955Got a 2nd Buy in ORI at $14.01 at the open. Position small but a good sector adE_K_S1last Thursday
64954Seems to me that irrespective as to where an Insurance organization has its focubruwin1last Thursday
64953re Citigroup - risk management is important , since C is not an US banks, it is Spekulatius-last Thursday
64952sorry but none of it is that obvious. citicorp has consistently underperformed oMadharry-last Thursday
64951Y - yes I used to have a position around 2015/16 that’s has done well and I soldSpekulatius-last Wednesday
64950Jurgis, Your right, I do (kind of) like Investor! Many Swedes have kind of a lopetal-last Wednesday
64949Petal, What is your opinion about Investor AB? ( investorab.com ) (Don't rJurgis Bekepuris-last Wednesday
64948< Citigroup is affected by lower interest rates Leading to lower NIM > Wepetal-last Wednesday
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