Discussion Board

Topic Replies Activity

Alibaba has plenty of cash. Why is management not initiating share buybacks?

Investment Ideas BABA
4 Jul 29, 2024

I know and understand value has been out of vogue for a number of years but in my opinion Longleaf has really struggled for quite a few years now. Alt

Article Comments Longleaf Partners Fund's 2nd-Quarter Commentary: A Recap
1 Jul 28, 2024

Burry sold out of Nextar soon after this article was written. Looks like he did not make much money out of this trade.<a

Article Comments Burry's Bet: Nexstar Media Set for 3-5x Upside
0 Jul 27, 2024

After having taken coursework on line with them, I've been both impressed at the quality of the material covered and selection of subjects. I like to

Investment Ideas COUR
0 Jul 26, 2024

This one isn't computing with me. Looking at the graphs across varied time frames, it seems the S&P 500 roughly correlates to "Fed Net Liquidity" (FNL

General Discussions Fed Net Liquidity
0 Jul 25, 2024

Who’s asset’s

General Discussions T Rowe Price Equity Income Fund
0 Jul 25, 2024

can you please share intrinsic value explanation for LICI,HDFCBANK,INDNIPPON companies (NSE India)

Article Comments AbbVie Inc: An Exploration into Its Intrinsic Value
0 Jul 24, 2024

https://www.barrons.com/articles/valley-forge-capital-management-asml-intuit-mastercard-visa-stock-53a4855e?st=uza8ufzirto45ui&reflink=desktopwebs

General Discussions Valley Forge Capital Management, LP
1 Jul 23, 2024

I want to know the Cost of Equity rate

Article Comments Unveiling Advanced Micro Devices (AMD)'s Value: Is It Really Priced Right? A Comprehensive Guide
0 Jul 23, 2024

Why does a consumer staples company like $PEP have a negative margin of safety of 87%?

Investment Ideas FRA:PEP
1 Jul 23, 2024

Thank you for the article! Glad to see that you’re still writing about RIG. I took a loss on this one about 4 years ago as I was out of sync with it.

Article Comments Transocean Is Struggling With Free Cash Flow
1 Jul 23, 2024

Does anyone know the % of their sales from Government?

Investment Ideas J
1 Jul 22, 2024

Unlocking Success with Amazon Online Arbitrag

Strategies
0 Jul 22, 2024

Buffett adds Liberty Sirius XM stock ahead of merger with Sirius XM. Sirius XM is controlled by John Malone. Liberty Media and Sirius announced a deal

General Discussions Warren Buffett
1 Jul 21, 2024

I think WB may be buying BAC stock. It is below his buying cost. His average cost $25.80 per share.

General Discussions Warren Buffett
1 Jul 20, 2024

What are the definitions used for different cap levels? Eg "Nano" and "Micro"?

General Discussions Sector & Industry Performance
2 Jul 20, 2024

Fundamentals are OK ,EPS YoY > price YoY. A buy

Investment Ideas SBUX
1 Jul 20, 2024

Would seem an SPAC bought Hillman in 2021; their reasoning is in their S-4It's not very compelling IMO; surface level arguments about reducing debt to

Investment Ideas HLMN
0 Jul 19, 2024

TSM is extremely undervalued.

Investment Ideas TSM
3 Jul 18, 2024

P/E 70 ???? idiot!!!????

Investment Ideas MIL:1CLX
0 Jul 17, 2024