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BUY

Can Apple really be worth 40x P/E? The five-year-old version @Teembeau

REDDIT / Aya_Research / Jul 29, 2026

response to this post: [https://www.reddit.com/r/ValueInvesting/comments/1v958ys/can\_someone\_explain\_the\_apple\_share\_price\_like\_im/](https://www.reddit.com/r/ValueInvesting/comments/1v958ys/can_someone_explain_the_apple_share_price_like_im/) The actual five-year-old version fits in one sentence: every AI, no matter who makes it, lives behind a screen, and apple owns the screens. everything below is that sentence with numbers attached. Last reported quarter …

POST

Brightstar Lottery Volume Increase

REDDIT / Safe-Chipmunk-4417 / Jul 29, 2026

We are one week away from the financial results for Q2, which I've already posted my expectations for previously. I believe Q2 this year will beat Q2 from last year, slightly beating Q1 revenue of this year and forward looking …

POST

Congrats to those who bought the software dip over the last month

REDDIT / Fodeworks / Jul 29, 2026

Just wanted to reach out to other investors who also bought the software carnage now that share prices are (maybe) starting to recover. I’m talking about names like ADBE, SAP, CRM, NOW, ADSK and INTU. These names were all talked …

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Value Outperforms Growth This Year, Powered By…AI Stocks? - WSJ

REDDIT / raytoei / Jul 29, 2026

Value Outperforms Growth This Year, Powered By…AI Stocks? Early chip stock gains and a comeback in traditional value sectors are factors in Russell 1000 Value Index’s outperformance over its growth counterpart By Vicky Ge Huang July 28, 2026 5:11 pm …

BUY

Idrc whether or not there’s a “bubble” right now.

REDDIT / ActuatorDisastrous29 / Jul 28, 2026

I started investing in 2024 and since then every time I tell someone there like BuT ThEreS A BubbLe. I’m not saying there aren’t overpriced stocks, but I’m not confident that there’s a “bubble”. Nvda posting double digit yoy growth …

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The Longer I Invest, the Less Certain I Become

REDDIT / Odd_Classic_5351 / Jul 28, 2026

*"Sincerity at its highest allows one to foresee what lies ahead."* The longer I invest, the less certain I become. Anyone who has made investment decisions knows the feeling. When facing an uncertain future, we immerse ourselves in research—financial statements, …

POST

Northland Power: An Overlooked AI Infrastructure Play Trading at a 50% Discount

REDDIT / SpareSniper7 / Jul 28, 2026

Northland Power (NPI.TO) is a global offshore wind operator that has been heavily discounted due to temporary CAPEX and regulatory headwinds. Despite sentiment damage, the company has long duration contracted cash flows, a credible growth pipeline, and direct exposure to …

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