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Topic	Replies	Activity
Greetings. Thank you for reading and liking this post. I will be glad for each of your subscriptions, which gives me more motivation to post high-qua Article Comments Will Caterpillar Continue To Rally?	0	Dec 27, 2023
Intel stock looks it is getting ahead of itself. Investment Ideas INTC	0	Dec 26, 2023
10y - 2y yield curve is still negative. This leads me to believe recession is postponed but not cancelled. General Discussions US Treasury Yield Curve	0	Dec 26, 2023
Intel has never been cheaper General Discussions INTC	6	Dec 26, 2023
Good article. The stock is obviously very cyclical but it is trading far below tangible book value and should be able to navigate the soft demand post Article Comments Costamare: A Strong Maritime Player With Financial Resiliency	1	Dec 26, 2023
smart article Mr. De Silva , with a rather rational and logic approach to the reality, instead of all day China bashing, us stocks to the moon scenari Article Comments From Setback to Opportunity: Munger and Alibaba	0	Dec 26, 2023
Why did these companies got removed? They're still in GF score range 91-100. List of stocks removed during the Last Portfolio Rebalance (as of 2023-01 General Discussions Model Portfolios	0	Dec 26, 2023
This is obvious I think!, aside from war Article Comments From Setback to Opportunity: Munger and Alibaba	1	Dec 25, 2023
Xerox is up 40% in the last month or so. What is going on? Article Comments Icahn Winds Down Xerox Investment at a Loss	0	Dec 25, 2023
Your DCF is based on an assumption that the company will continue to grow by acqusitions financed by debt. In past funding these acquisitions by new debt was relatively cheap thanks to ultra low interest rates. However, today this is a completely different story due to substantionaly higher interest rates and no one knows how long these high rates will be. If rates will substantionally decrease next year and there are still other companies left to be bought then this growth might continue Article Comments Burry's Bet: Nexstar Media Set for 3-5x Upside	2	Dec 25, 2023
This one also on my research list as well. One thing which jumps out for me is the 17% short interest on the float. Those who are short do some of the Article Comments Potential 300% Upside: Uncovering Medifast's Investment Opportunity	14	Dec 25, 2023
Emerging Core Equity Market ETF (dimensional.com) expense ratio: 0.35% Investment Ideas DFAE	0	Dec 24, 2023
For US investors, international equities have been an unmitigated disaster for the last 15 years. Will the next 15 years be any different? General Discussions	0	Dec 24, 2023
Hey James, thank you for this article. Does Gurufocus pay writers for putting shareholder letters here? Is it in line with Gurufocus policy? I'm inter Article Comments Bestinfond Comments on 3rd-Quarter Portfolio Movements	0	Dec 24, 2023
I think the key point is that Medifast's complete business model is at risk due to the new weight loss drugs. They now partner with LifeMD in an attem Article Comments Potential 300% Upside: Uncovering Medifast's Investment Opportunity	2	Dec 24, 2023
This analysis lacks proper analysis of competition and substitutes. Past record is nothing when the industry changes Article Comments Potential 300% Upside: Uncovering Medifast's Investment Opportunity	2	Dec 24, 2023
the most important private Society about installing green energy in France. But no Dividends. Investment Ideas FRA:N1N	0	Dec 24, 2023
"...discusses the importance of building relationships and shares insight on board involvement". Ok, but if they're not giving any examples of the sto Article Comments GuruFocus Value Insights Podcast: Robert Robotti, Theo van der Meer on Financial Brigadoon, Bottom-Up Stock Picking and the Old-World Economy	0	Dec 23, 2023
Again, clearly no one cares about this company. I am "retracting" my positive comments. I still own it and intend to add at lower prices, but it is mo Investment Ideas RVP	1	Dec 23, 2023
How to find data in Annual Report to calculate Cost of Debt? Company - Dollarama General Discussions	0	Dec 22, 2023

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Discussion Board

Greetings. Thank you for reading and liking this post. I will be glad for each of your subscriptions, which gives me more motivation to post high-qua

Intel stock looks it is getting ahead of itself.

10y - 2y yield curve is still negative. This leads me to believe recession is postponed but not cancelled.

Intel has never been cheaper

Good article. The stock is obviously very cyclical but it is trading far below tangible book value and should be able to navigate the soft demand post

smart article Mr. De Silva , with a rather rational and logic approach to the reality, instead of all day China bashing, us stocks to the moon scenari

Why did these companies got removed? They're still in GF score range 91-100. List of stocks removed during the Last Portfolio Rebalance (as of 2023-01

This is obvious I think!, aside from war

Xerox is up 40% in the last month or so. What is going on?

This one also on my research list as well. One thing which jumps out for me is the 17% short interest on the float. Those who are short do some of the

Emerging Core Equity Market ETF (dimensional.com) expense ratio: 0.35%

For US investors, international equities have been an unmitigated disaster for the last 15 years. Will the next 15 years be any different?

Hey James, thank you for this article. Does Gurufocus pay writers for putting shareholder letters here? Is it in line with Gurufocus policy? I'm inter

I think the key point is that Medifast's complete business model is at risk due to the new weight loss drugs. They now partner with LifeMD in an attem

This analysis lacks proper analysis of competition and substitutes. Past record is nothing when the industry changes

the most important private Society about installing green energy in France. But no Dividends.

"...discusses the importance of building relationships and shares insight on board involvement". Ok, but if they're not giving any examples of the sto

Again, clearly no one cares about this company. I am "retracting" my positive comments. I still own it and intend to add at lower prices, but it is mo

How to find data in Annual Report to calculate Cost of Debt? Company - Dollarama