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HOLD

$UVV - The company that can't determine its own assets value

REDDIT / GrahamGrade / Jun 18, 2026

Universal Corporation ($UVV) is the world's leading leaf tobacco supplier. The asset value case is straightforward: * P/B: 0.90 * 41 consecutive years of dividend payments (I love when a dividend is old enough to drink) * 6.1% dividend yield …

POST

SPY Dividend Risk for Upcoming Dividend

REDDIT / Fogerty45 / Jun 18, 2026

I am short several SPY calls that are all OTM, expiring the earliest next Friday. I am curious if the dividend risk has passed already. Not sure if it's the ex-date or before the ex-date. Also, given they are all …

BUY

[DD] Make the Bear case for META

REDDIT / klasp100 / Jun 18, 2026

META is currently way underpriced relative to competitors, while still having strong earnings growth, high profitability and a definite moat. It's current PEG ratio is below 1.0, indicating low price relative to expected forward earnings growth. They've recently had problems …

BUY

[DD] Make the Bear case for META

REDDIT / klasp100 / Jun 18, 2026

META is currently way underpriced relative to competitors, while still having strong earnings growth, high profitability and a definite moat. It's current PEG ratio is below 1.0, indicating low price relative to expected forward earnings growth. They've recently had problems …

POST

Is Warner Music Group undervalued?

REDDIT / LongjumpingStrategy6 / Jun 18, 2026

Okay, hear me out... Bill Ackman put in a $64 million dollar bid to buy UMG. UMG responded by declining and signalling that they think their being undervalued and opted to buy back their own stock. The major labels in …

POST

Kumulus Vape S.A, a pure contrarian exercise in deep value.

REDDIT / orishasinc2 / Jun 18, 2026

( This analysis is a short recap from a more extensive deep dive that I have published [here.](https://open.substack.com/pub/melifinance/p/kumulus-vape-sa-a-tiny-beauty-being?r=84zv6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true)) Market Cap €8.9M Shares Outstanding 3.02M 52-Wk Range (est.) €2.40 – €4.80 EPS FY2025 €0.33 P/E (TTM) 8.9× Price / NCAV 0.72× …

POST

TYL — anyone else watching this?

REDDIT / Forsaken_Paint7067 / Jun 18, 2026

TYL hit a 52-week low today… Tyler Technologies is government software, municipal ERP, tax appraisal, public safety. Boring stuff. But they have 45,000 installations across every state and their clients basically never leave (2% annual churn). Stock is down 55% …

POST

OUST call expiring today

REDDIT / Time_Capital_226 / Jun 18, 2026

I did a Buy/Write at 44/45. The stock traded all the week below 44 and now my call is ITM. Should I roll knowing the strategy was to let the shares go? Don't even know why am I thinking of …

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