SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  For example, here is how to disable FireFox ad content blocking while on Silicon Investor.
Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
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...
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!
==============================

From Spekulatius:
Here are some value investing blogs:
Message 28850420
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
62537Blast from the past - bought GTS again, that crappy Puerto Rico Insurance co. prSpekulatius1yesterday
62536Anne, Gurktaler ha been pitched in VIC valueinvestorsclub.com 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
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):