Posts / RDDT / #POST-249029

Roast my big* bets

Sep 11, 2026 · 05:34

R/VALUEINVESTING

Reddit
Airbnb
Kaspi
Bilibili

These are the only 4 companies at >10% of my port.

Am I overpaying for the young consumer?

Am I pimping with moats and long term growth runway?