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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
62395 1070 1
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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.
==============================
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.

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!
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From Spekulatius:
Here are some value investing blogs:
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62395I bought my few MSG shares as sum-of-parts play a couple years ago. I don'tPaul Senior-9 hours ago
62394I don’t own this any more. I just added to MSG, also affiliated with Dolan and sSpekulatius-12 PM
62393Michael Burry urges big GameStop buyback Aug. 20, 2019 11:55 AM ET|About: GameSE_K_S-12 PM
62392AMCX. Making an initial small buy now. An addition to my media basket. finanPaul Senior-11 AM
62391KKR is no longer K-1 partnership. It converted to regular corporation. I don'Jurgis Bekepuris-yesterday
62390Fwiw, I'm sort of on the other side of your buys. I give up a little on Paul Senior-yesterday
62389My top (>2%) positions in no particular order: BRKB, FB, JPM, LSXMA, EXXRF, DJurgis Bekepuris-yesterday
62388Re GRIF - it started out as a c-corp (Griffin‘s nursery) and was one of the compSpekulatius-Sunday
62387GRIF. "hip" -- yes. industrial sector has little downside risk due Grommit-Sunday
62386Bought some GRIF, an industrial warehouse owner and developer. Warehouses are “hSpekulatius-last Friday
62385M on my list and now have waiting per the 3-day rule so looking for a lower low E_K_S-last Friday
62384I'll take some $M here at $16.00 Last time I bot it -- I think it was arouLazarus-last Friday
62383And to be fair -- while it languishes - it still has a tad if .20 cents per shaLazarus-last Friday
62382Also have small USNU. A little frustrated w/ their changes in business structurE_K_S-last Friday
62381IVRO -- another decent earnings reportLazarus-last Friday
62380...me a bit irritated as well... down over $7k (was up pretty nice on the stockLazarus-last Friday
62379USNU. Am still holding on. A small $ loss (although -57%) in that stock whicPaul Senior-last Friday
62378SKAS. Still holding. Tried but didn't succeed to get more when stock wasPaul Senior-last Friday
62377USNU Last Q Meh Down big on this one -- but still holdingLazarus-last Friday
62376SKAS ----> Last 10Q $3.00 per share in cash Book Value of ~ $5.50 per sharLazarus-last Friday
62375Last time I posted here HNRG was around $4.30 and went to a high of around $10.4Lazarus-last Friday
62374BGG is up against well financed and managed competitors like Deere, MTD (now BlaSpekulatius-last Thursday
62373Briggs & Stratton loses half of market value Aug. 15, 2019 9:23 AM ET|About:E_K_S-last Thursday
62372BGG - I don’t think electrification did them in. Their products are just not comSpekulatius2last Thursday
62371Briggs & Stratton EPS misses by $0.81, misses on revenue Aug. 15, 2019 8:37 E_K_S-last Thursday
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