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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.

We want to stay away from the obscenely high PE's and look
at net working capital models, etc. Schooling in the art
of fundamental analysis is also appropriate here.

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.
==============================

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:
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59407Hi I just began investing within the last few months and mostly have been readin04_tr-3 hours ago
59406Decided to sell my retailers today including ANF. looking to possibly get back richardred-3 hours ago
59405home builder TPH -- sold all my shares. nice gain. maybe tax changes will hurtGrommit-3 hours ago
59404Follow up on BMA and GGAL: They're trading near 52 week highs currently witMicah Lance-4 hours ago
59403Kudos to you McSweet for finding this report. Gunner was the underwriter and argcrispin-7 hours ago
59402Re POLA - the high customer concentration (90% of the revenues for Verizon WirelSpekulatius37 hours ago
59401MBNC shares have been going off at a premium over the tender offer. I tendereLazarus-yesterday
59400A lesson from poker. They say that when you bet and someone raises you, that usgeoffrey Wren-yesterday
59399My last post on POLA It took some digging, but Joseph Gunnar did a channel checMCsweet3yesterday
59398POLA, I'm not sure what the move is, but from the 10-K I see that 90% of buMCsweet-yesterday
59397I tend to doubt that this move is due to new knowledge gained by a deep digger igeoffrey Wren-yesterday
59396Re: NYCB Missed on earnings for various reasons. Have a stinker bid in at/nearE_K_S-yesterday
59395POLA: "This is not a margin of safety stock IMO, but rather a more speculaPaul Senior-yesterday
59394For some microcap stocks I attempt to know as much anyone on them, but I don'Micah Lance-yesterday
59393POLA Yes the plunge below 6.40 seemed worth a dart, but I was not paying attentMCsweet-yesterday
59392I wish I had an answer for the selling but I don't. No form 4s filed. No ingcrispin-yesterday
59391POLA follow up, Thanks for trying, but your reply doesn't help. For some mMCsweet-Tuesday
59390I can't answer regarding the specific stock, however being at an informationMicah Lance-Tuesday
59389POLA follow up There is large trading volume below 7. Do you think someone haMCsweet1Tuesday
59388Sold RCKY Rocky today. Buffett's Justin Boots is not allowed to buy it now.richardred-Tuesday
59387VSTO. I add a few shares to my downtrodden position. vistaoutdoor.comPaul Senior-Tuesday
59386C: Adding more shares to my Citigroup position here. Stock still below tangiPaul Senior-last Friday
59385Perhaps just a deadcat/oversold bounce, we'll see.Ditchdigger-last Friday
59384I saw no new news except , that relatively good comparisons at the Foot Locker hrichardred-last Thursday
59383Wonder what is up with ANF, besides volume and price. Short Interest (Shares Ditchdigger-last Thursday
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