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Value Investing
An SI Board Since November 1996
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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.




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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61063Hello bruwin Per the article I posted, AVGO will throw off about 7.5 billion ofgcrispin-yesterday
61062re ENB - I still own a large position in ENB. I sold SEP after the FERC dies AstSpekulatius-yesterday
61061From a stock price point of view, and using Buffett's "Equity Bond"bruwin-yesterday
61060Not sure if you still have ENB. It is my second largest position, almost all ofgcrispin-yesterday
61059I see Jake made a suggestion, I can't really be of much help in this area asJohn Koligman-yesterday
61058Doubled ICHR position w/ BUY @ $22.02/share. I ran the GN valuation again basedE_K_S1yesterday
61057Activision Blizzard (ATVI) Activision Blizzard, Inc., is the world's most E_K_S-yesterday
61056Any idea what the 'pure' stock play is in this area? I doubt there are aJakeStraw-yesterday
61055Here is analysis of AVGO that I think is on point. seekingalpha.comgcrispin-Monday
61054 Whether 3.9% is realistic or not, it didn't seem to make sense to knock ~$1Keith J-Monday
61053Re: ICHR Nice trading . . I had an order to Buy at the close at $20.28/share butE_K_S-Monday
61052Bought a starter position in AVGO. The stock fell dramatically over the announcgcrispin-Monday
61051ICHR. Holding some shares, will follow you in with an additional buy now.Paul Senior-Monday
61050$ICHR back in @ $20.31Lazarus-Monday
61049If its any consolation I re-entered $ALSK @ $1.64 this am ;) OTOH I exited GOV Lazarus-Monday
61048eSports could be medal event at 2024 Olympics, Paris bid team says Paris bid coE_K_S-Monday
61047I never realized it either till I sat in on this talk two years ago. My wife heJohn Koligman1Monday
61046I have been looking at these based on the huge growth in the "e-sport"E_K_S-Monday
61045The interesting factor is growth rates. If you could extrapolate past growth foGraham Osborn-Sunday
61044Chinese live streaming. If you're looking to pick a best stock among thPaul Senior-Sunday
61043And speaking of dating apps - it looks like MEET has just acquired a dating app Graham Osborn-Sunday
61042I'd be interested in anyone's opinion on MOMO - most of their revenue coGraham Osborn-Sunday
61041Graham - the Chinese Internet. companies are shielded from US competition, IMO. Spekulatius-Sunday
61040I would say that Buffett moved away from Graham's investment strategy after bruwin2Sunday
61039Don’t get me wrong - I am highly interested in investing in China. I think therGraham Osborn-Sunday
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