Deep Regret - I Gambled (-25%) Instead of Investing in the Tickers I Mentioned Here (+19.2%)
Stupid me, chasing hyped AI stocks and currently down -25% YTD because of a 2x ETF.
If I had stuck with all the value investing opportunities I discovered and shared here over the past few months, I'd be up +19% now instead.
Plenty of them still have a lot of legs, I believe. Just a recap for reference.
Ticker | Return | First Mentioned | Entry Price | Jul 31 Close | URL
:--|--:|:--|--:|--:|:--
CBZ | +75.8% | 2026-05-21 | $31.27 | $54.98 | https://www.reddit.com/r/ValueInvesting/comments/1tj3ugi/cbz_time_for_turning_around/
VEEV | +30.9% | 2026-06-25 | $153.30 | $200.69 | https://www.reddit.com/r/ValueInvesting/comments/1uex8vb/why_buy_now_when_you_have_veeva/
FUTU | +27.8% | 2026-05-22 | $81.80 | $104.50 | https://www.reddit.com/r/ValueInvesting/comments/1tkexj4/futu_moomoo_tiger_broker_buy_the_dips/
BFAM | +20.0% | 2026-06-20 | $63.66 | $76.39 | https://www.reddit.com/r/ValueInvesting/comments/1uayw3c/bfam_betting_on_work_from_home_is_coming_to_an_end/
MHK | +15.5% | 2026-04-27 | $108.18 | $124.98 | https://www.reddit.com/r/ValueInvesting/comments/1sx8nhb/mhk_mohawk_industries_raising_from_the_bottom/
MELI | +11.2% | 2026-05-08 | $1,685.00 | $1,874.00 | https://www.reddit.com/r/ValueInvesting/comments/1t7cr7q/mercadolibre_deep_value_or_falling_knife/
VRRM | +10.6% | 2026-06-14 | $4.54 | $5.02 | https://www.reddit.com/r/ValueInvesting/comments/1u58r28/vrrm_deep_value_or_gamble/
GASS | +5.4% | 2026-06-18 | $8.38 | $8.83 | https://www.reddit.com/r/ValueInvesting/comments/1u99lwj/gass_is_my_calculation_of_dcf_model_wrong_with/
ADSK | -2.5% | 2026-05-28 | $236.32 | $230.44 | https://www.reddit.com/r/ValueInvesting/comments/1tq60zh/autodesk_adsk_it_looks_expensive_it_isnt/
TGLS | -2.6% | 2026-03-17 | $44.89 | $43.73 | https://www.reddit.com/r/ValueInvesting/comments/1rvyh7e/tgls_undervalued_opportunity_or_value_trap/