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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
66119 1108 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.
==============================
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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ReplyMessage PreviewFromRecsPosted
66119Re: BABA It's hard to quantify 'Political' Risk in an investment, sE_K_S-an hour ago
66118LMT, VMW and FB are very strong value plays. Only problem I can see is that the Rarebird-3 hours ago
66117Some adds today (Very small): GAMR. Averaging up. AMCX. Continuing to add. Paul Senior1yesterday
66116Been out of TGH for a while, at a loss I believe. Only on my watch list now. StPaul Senior-yesterday
66115Been selling my TGH over last few months and now hold 30% of what I had. Was loE_K_S1yesterday
66114Pistachios is huge! Projected to be real driver of BWEL profits going forward!Frank Sully1yesterday
66113I thought that was the number. That's huge when I look at what Gladstone boE_K_S-yesterday
66112EKS, Message 33012264 As stated in the link I provided, 15,000 acres. FrankFrank Sully-yesterday
66111Gladstone Land Acquires Pistachio Orchard & Organic Farmland in California E_K_S-yesterday
66110Upsurge in baba stock due to ma being found addressing rural teachers on line. Madharry-yesterday
66109I don't have an account with Interactive Brokers.bruwin-yesterday
66108Meanwhile back at the ranch baba is up over 9% in hong kong. the electric car bMadharry-yesterday
66107QCOM. Certainly a Good Company ....... [graphic] . . With those Fundamentals ibruwin-yesterday
66106I bought some more QCOM today. And sold some covered $55 Feb SIMO calls. SIMO Elroy-yesterday
66105Bought more AMAT and TER. Since purchase in early January AMAT up 26% and TER ubruwin-yesterday
66104EKS, From the 2020 financials: Net Income $65,230 CurreFrank Sully2Tuesday
66103My estimate for Fair Value is $806/share. I am guessing PE at 11x-12x but coulE_K_S-Tuesday
66102This trading shantie is actually pretty good: reddit.comSpekulatius-Tuesday
66101BB is up because it is a Wallstreetbets meme stock , not because of any businessSpekulatius-Tuesday
66100EKS, Briar Creek Partners has invested in BWEL. Over the last two years theyFrank Sully1Tuesday
66099Do you recall how/if BWEL valued their water rights? I recall a story (I believE_K_S-Tuesday
66098Opened a position in UNUM Group @ $25.49/share. A fundamentally strong compa$Value$2Tuesday
66097Sold all my AMC Networks (AMCX) shares today @ $43.10/share for an 80% return si$Value$2Tuesday
66096you can also go to seekingalpha.com and search for bwel. there were some excelleMadharry1Tuesday
66095Decided to just sell some BGS shares today and hold the cash. In fact peeled ofE_K_S-Tuesday
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