Do you think Reddit has growth potential that can become realised when it has more users? Or do you think due to the moderator ruled subreddit culture, anonymity, and NSFW content, it has some upper limit to ad revenues and …
Spent a week on Uber and ended up somewhere weird, curious if anyone's hit the same thing. The way I normally work: figure out the "laws" of a business — the stuff that'd still be true if you fired management …
Last week I posted Terry Smith's line in this sub as a whole [investing strategy](https://www.reddit.com/r/ValueInvesting/comments/1vrpbil/buy_good_companies_dont_overpay_do_nothing/): Buy good companies. Don't overpay. Do nothing. And MyotisX asked a good question: "easier said than done, what's a good company?" MyotisX's right - it …
$TESLA current valuation just don't make sense. A stock is worth its relative rate of return on invested capital and the sustainability of its dividend distribution rate above the safest government bills. Stocks are promises of returns, the validity of …
I was looking for Europe based small/mid cap value investing opportunities and came across SIFG (Sif Holdings NV https://sif-group.com/) I wanted to put my thesis here for others to comment. **What do they do:** They make foundations and other specialized …
Something I've started doing on every DCF I build, and it has killed more of my own ideas than any other check. If you terminate with an exit multiple instead of Gordon growth, you are still making a perpetual growth …
Looking into DexCom (DXCM). The stock has dropped significantly but if you do a full analysis (researching both its competitors and running the DCF model) there's still about 12% upside in a base case, and 20% upside based on current …
I’m relatively new to this community, although I have been investing for many years. One issue I continually revisit is the difference between owning an exceptional business and buying that business at an attractive valuation. Companies such as Apple, Alphabet, …
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other …
I noticed S&P Global dropped about 5% after Q2 on a "miss" and a \~10% "guidance cut." I don't think that's what happened. Mobility left on July 1. The new $17.50–17.75 guide is continuing ops. The old $19.40–19.65 included Mobility. …