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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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62537 1074 1
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...
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:
Thanks, EKS, for your work in developing and maintaining this list for us!

From Spekulatius:
Here are some value investing blogs:
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62537Blast from the past - bought GTS again, that crappy Puerto Rico Insurance co. prSpekulatius1yesterday
62536Anne, Gurktaler ha been pitched in VIC Very hard to buy Spekulatius-yesterday
62535All, This one's not my original idea, but then I ran a very loose European Anne Kourtidis1yesterday
62534Spekulatius, nice article in today's Barron's about a guy who's beePaul Senior2yesterday
62533Thanks. I'm considering USX. PK might work -- upper scale real estate anPaul Senior-last Friday
62532USX -- I exited with a major loss. Tempting to get back in at this price. AddeGrommit-last Friday
62531Grommit, I didn't see USX on your list. Did you exit that one? financePaul Senior-last Friday
62530OT. This is probably what needs to be done when there really is ONLY ONE "bruwin-last Friday
62529SBRCY / Might be worth a look....... [tweet] Sberbank of Russia Sberbank InDinoNavarre-last Thursday
62528I never advocated the longevity of the business. I'm just taking a puff from$Value$-last Thursday
62527Starter position today in another micro-cap bank UNTN entry @ $23Lazarus-last Thursday
62526ALBY [graphic]Lazarus-last Thursday
62525<i>"The console cycle is actually less important than ever."<bruwin-last Thursday
62524Re GME Sales are currently declining due to the end of the console cycle. If yoSpekulatius2last Thursday
62523I'm out now - but may hop back inLazarus-last Wednesday
62522thanks. EXL = XEL. yes, a couple of my high % holdings are not one's that Grommit-last Tuesday
62521Grommit, as usual, very good --- beating the S&P and other indices so far tPaul Senior-last Tuesday
62520"My kids generally buy their games from home via a download to the Playstat$Value$-last Tuesday
62519I own avmxy, the ADRs. Not sure if you still follow this. Here is the latest Pgcrispin-last Tuesday
62518my top positions (and i thought i'd sort by % of portfolio) cash 5% utilityGrommit-last Tuesday
62517<i>"I would think that change of sales channel is a bigger cause of rbruwin-last Tuesday
62516<i>"Probably not. In my opinion, this is a cigar butt that has more tbruwin-last Tuesday
62515My top (>2%) positions in no particular order: BRKB, FB, JPM, LSXMA, EXXRF, DJurgis Bekepuris-last Tuesday
62514<i> Sales are currently declining due to the end of the console cycle.<Elroy3last Monday
62513New management have placed a great amount of focus on cost cutting and profit im$Value$-last Monday
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