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Strategies & Market Trends
Value Investing

An SI Board Since November 1996

Posts	SubjectMarks	Bans
62537	1074	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.
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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.

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:
Message 28850420

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
62537	Blast from the past - bought GTS again, that crappy Puerto Rico Insurance co. pr	Spekulatius	1	yesterday
62536	Anne, Gurktaler ha been pitched in VIC valueinvestorsclub.com Very hard to buy	Spekulatius	-	yesterday
62535	All, This one's not my original idea, but then I ran a very loose European	Anne Kourtidis	1	yesterday
62534	Spekulatius, nice article in today's Barron's about a guy who's bee	Paul Senior	2	yesterday
62533	Thanks. I'm considering USX. PK might work -- upper scale real estate an	Paul Senior	-	last Friday
62532	USX -- I exited with a major loss. Tempting to get back in at this price. Adde	Grommit	-	last Friday
62531	Grommit, I didn't see USX on your list. Did you exit that one? finance	Paul Senior	-	last Friday
62530	OT. This is probably what needs to be done when there really is ONLY ONE "	bruwin	-	last Friday
62529	SBRCY / Might be worth a look....... [tweet] Sberbank of Russia Sberbank In	DinoNavarre	-	last Thursday
62528	I never advocated the longevity of the business. I'm just taking a puff from	$Value$	-	last Thursday
62527	Starter position today in another micro-cap bank UNTN entry @ $23	Lazarus	-	last Thursday
62526	ALBY [graphic]	Lazarus	-	last Thursday
62525	<i>"The console cycle is actually less important than ever."<	bruwin	-	last Thursday
62524	Re GME Sales are currently declining due to the end of the console cycle. If yo	Spekulatius	2	last Thursday
62523	I'm out now - but may hop back in	Lazarus	-	last Wednesday
62522	thanks. EXL = XEL. yes, a couple of my high % holdings are not one's that	Grommit	-	last Tuesday
62521	Grommit, as usual, very good --- beating the S&P and other indices so far t	Paul Senior	-	last Tuesday
62520	"My kids generally buy their games from home via a download to the Playstat	$Value$	-	last Tuesday
62519	I own avmxy, the ADRs. Not sure if you still follow this. Here is the latest P	gcrispin	-	last Tuesday
62518	my top positions (and i thought i'd sort by % of portfolio) cash 5% utility	Grommit	-	last Tuesday
62517	<i>"I would think that change of sales channel is a bigger cause of r	bruwin	-	last Tuesday
62516	<i>"Probably not. In my opinion, this is a cigar butt that has more t	bruwin	-	last Tuesday
62515	My top (>2%) positions in no particular order: BRKB, FB, JPM, LSXMA, EXXRF, D	Jurgis Bekepuris	-	last Tuesday
62514	<i> Sales are currently declining due to the end of the console cycle.<	Elroy	3	last Monday
62513	New management have placed a great amount of focus on cost cutting and profit im	$Value$	-	last Monday

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