r/ValueInvesting

SELL

Charlie Munger said investing in a new textile loom was a terrible idea because the benefits would accrue to the customers rather than the investor. I wonder if the same is happening with AI CAPEX.

REDDIT / JoeInOR / Jul 31, 2026

I've been reading Poor Charlie's Almanack while watching Reddit freak out (and then rejoice) about markets. Meanwhile my holdings (ADBE, FDS, CMCSA, THC, BRK-B, CB) have been doing well. Of course we know that Berkshire Hathaway is named for a …

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Reddit - earnings

REDDIT / Tasty_Albatross_4004 / Jul 31, 2026

Curious on opinions of yesterday's earnings and the resulting post market/pre market giant drop. Biggest catalyst for this seems to be a slightly drop in daily active users, hard numbers were great big revenue growth etc. But fear behind users …

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Swatch Group

REDDIT / Smooth_Ninja_1191 / Jul 31, 2026

Any thoughts welcome. I’ve been looking at Swatch Group recently, and I think the market has become far too pessimistic. The stock is being priced as if weak Chinese demand and the luxury slowdown are permanent. I don’t think they …

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‘Spider-Man’ Will Knock ‘The Odyssey’ Out of No. 1 This Weekend. Here’s Why - Barron’s

REDDIT / raytoei / Jul 31, 2026

*(Pls go watch this show, I am a long suffering bag holder.)* ‘Spider-Man’ Will Knock ‘The Odyssey’ Out of No. 1 This Weekend. Here’s Why. - Barron’s By Janet H. Cho July 31, 2026 2:30 am EDT Moviegoers and film …

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Maths behind Johann Rupert's Reinet: 37% discount to NAV, of which 80% is cash and signs pointing to a wind down

REDDIT / vanguardsheet / Jul 31, 2026

We unpack one of the most compelling special situations out there today - **Reinet** at R446, traded on Johannesburg, Luxembourg stock exchanges and Euronext Amsterdam. ***1. Wind down underway*** Reinet sold its largest holding, the 49.5% stake in Pension Insurance …

BUY

Comcast is down 20% in the last 6 months

REDDIT / EchidnaDry9119 / Jul 31, 2026

Comcast is a behemoth of a company with cable lines, content , and Universal Studios Their major moat has been in licensing that spans all 3 three. **Cable** Let’s start with Cable Lines. The negative factor for Comcast has been …

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[ Removed by moderator ]

REDDIT / Euthyphraud / Jul 31, 2026

[removed]

BUY

My significant % losers are so appealing

REDDIT / Apprehensive_Two1528 / Jul 31, 2026

bidu -57.98% baba -46.53% ibit -42.3% zs -46.81% meta -17.76% nflx. -17.32% orcl -18.74% lrcx -20.28% Lam and orcl are so cheap here . it’s a me issue that I entered lam position when it was $300 plus.l like it …

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Propel Holdings (TSE:PRL) The Growth, Value & Dividend-Paying Subprime Lending Stock

REDDIT / DogePewPew / Jul 31, 2026

Propel holdings is a Canada based profitable, dividend paying (3.9% yield) subprime lender that is trading at 13x PE. Its revenue and profits have grown at 40+% CAGR since 2020, representing discipline in not only topline but bottom-line growth. The …

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Anyone have next week earnings calendar infographic?

REDDIT / optionjunky / Jul 31, 2026

I'm looking for the infographic which shows all the companies that have earnings call the week of Aug 3? It's a depiction of the weekly calendar that has all the big or popular companies earnings call and if it's morning …