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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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59997You're kind of missing the point, like a management that presents earnings bGraham Osborn-yesterday
59996Congrats, great timing! In the last few months I bought one apartment and I havestaring-yesterday
59995The Shiller PE includes extraordinary results (the last crisis). I think a 7 or William Cloutier-yesterday
59994Here's my calculation of a central value for the DJIA. There's some coluWilliam Cloutier-yesterday
59993RE- Trying to get the value out. IMO Exactly what Eddie Lambert tried to do whenrichardred-yesterday
59992NCAV and the fundamental analysis: In the book The Intelligent Investor by BeWogofWallStreet-yesterday
59991If you bought a business with the restriction that you could never sell it, you&Graham Osborn-yesterday
59990I'd agree with that. One of the biggest problems with PE ratios is they donGraham Osborn-yesterday
59989Interesting Situation In The New Buffettology: I came across quite an interesWogofWallStreet-yesterday
59988I have not looked in depth at NAVI and from what I've seen I probably wonJurgis Bekepuris-yesterday
59987So Starboard dumps M even though they believe it trades at ~30% if the NAV, justSpekulatius1last Friday
59986The cyclically adjusted price-to-earnings ratio, commonly known as CAPE,[1] ShilE_K_S-last Friday
59985Well, the Shiller PE has passed the magic number 30, which it only reached twiceGraham Osborn-last Friday
59984Don't you prefer NAVI to NNI? Any reason for choosing specifically NNI?staring-last Friday
59983Macy's estimated Real Estate Value Macy's Real Estate Remains DramaticaE_K_S-last Thursday
59982Re: BBBY I think you have to evaluate the company (once you see an undervalued E_K_S-last Thursday
59981Have you looked at BBBY as a value candidate? Putting it thru your GN calculatoupanddown-last Thursday
59980I would think FL would be the perfect partner for Macy's store within a storE_K_S-last Wednesday
59979Foot Locker (FL). Foot Locker is a big seller of Nike. People queue up to getPaul Senior-last Wednesday
59978ARLP. Starting a few shares now of this coal miner. A high-shame/low pride sPaul Senior-last Wednesday
59977PIR. I've taken a seed position. Will add if/when stocks drops, assumingPaul Senior1last Tuesday
59976RE: M and other GN positions As I build a position I usually make small Buys oE_K_S-last Tuesday
59975My Fido research (from S&P Capital IQ) says about 3.9B of the 4.4B intangiblupanddown1last Tuesday
59974I would need to drill down into those intangible assets which may/could be goodwE_K_S-last Tuesday
59973E_K_S Re M I use your GN spreadsheet all the time. It is a great way to get coupanddown-last Tuesday
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