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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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59584Maybe I just don't get it as a user. The UX is way better on Hinge or eHarmGraham Osborn-Wednesday
59583I started to purchase FRFHF (Fairfax Holding) a the Canadian insurance holding. Spekulatius-Wednesday
59582Re Coty - I don't see any value from the merger accruing to the shareholdersSpekulatius1Wednesday
59581COTY. I'll follow Mike Burry now with a seed position. Integration of P&aPaul Senior-Wednesday
59580Good article on Amazon and what their plan might be. bloomberg.com "Your mSpekulatius2Tuesday
59579Taking some $SVU here @ $3.03Lazarus-Tuesday
59578KRG. Ok, Grommit, following you in now with a small buy.Paul Senior-Monday
59577uuumh... I would figure that if they're looking at the data to calculate preLazarus-Sunday
59576The data that the firms collect to build your shopping profile is also worth notE_K_S-Sunday
59575" maybe we will all eat healthier" as your data is sold to health insuDitchdigger-Sunday
59574Grocery. I recently read about trad grocery stores offering order on line and tGrommit-Sunday
59573I have owned a bit of KRG, due to cheap metrics, but sold (at a loss), because ISpekulatius1last Saturday
59572In the "old days" when shares on the NYSE, AMEX, etc, were traded incobruwin-June 15
59571<i>I don't see a solution to this because that is where the money is&lElroy-June 14
59570One of the main reasons I see no change is that a value play generally take timedeeno1June 14
59569Re program trader I still don't see why program traders are allowed to tradeSpekulatius-June 14
59568I was thinking about Benjamin Graham and his approach in looking at tangible BV E_K_S-June 14
59567I love the question and thought about it a lot. After writing a few pages, gettdeeno-June 14
59566So do value investors now have a bigger edge?IMO, yes. The market is overpriced Micah Lance-June 14
59565I don't think having more program trading than before would affect value stoElroy1June 14
59564So do value investors now have a bigger edge? It doesn't feel like it tPaul Senior1June 14
59563Death of the human investor: Just 10% of trading is regular stock picking, JPMorE_K_S-June 13
59562KRG. Yes, saw it. Have read several presentations from retail reits. They aPaul Senior1June 13
59561KRG. check out their presentation on website. quite a change from the last oneGrommit-June 13
59560KRG. Grommit, I'll put it on my watch list. A possible buy for me.Paul Senior-June 13
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