r/ValueInvesting

Warren Buffett on the market today: ‘It’s tough to find values when everybody is preferring gambling’

Talk about Paypal takeover offer here

Stripe and private equity firm Advent have made a joint bid for Paypal. The shares are trading at $56 in the pre market. I do not see any specific terms for this deal - all cash or cash/stock blend. Stock …

Adobe is at ~9–10x forward earnings while still growing 13% and raising guidance — the whole stock is pricing one variable. What am I underweighting on the bear side?

Adobe is one of the stranger setups in large-cap software right now, because the market has already voted and the reported numbers don't obviously agree yet. The multiple has compressed from a 5-year average around 30–35x forward down to roughly …

Your opinion on Peter Lynch.

I have read the following investment books in total: \- Intelligent Investor, \- Essays by Warren Buffet \- Peter Lynch, One up on Wall Street. I liked Peter's approach, enjoyed the book immensely, but I found it really difficult to …

THE 510 COMPANIES BUILDING AI — FROM THE MINE TO THE MODEL - The most comprehensive list I have seen

Credit to twitter - [https://x.com/thebuildout\_co](https://x.com/thebuildout_co) Most of the lists are stopping at Layer 1 the big guys, but the real value lives in really going much much deeper. The big names might give us 1.2-1.5x, but there are some small …

Barratt Redrow FY26 Pre Close - UK housebuilding is hard

Our hypothesis on UK housebuilders has been there the industry is fundamentally unhealthy - building homes costs too much relative to the price people want to buy. Today's FY26 "pre-close" statement from Barratt Redrow illustrates his point. **Barratt Redrow on …

Why do companies release earnings early?

Hey guys, I tried asking AI why IBM released earnings early and I get the response, "to explain a significant performance shortfall to investors." I don't find that a satisfying explanation and am hoping this sub could help. Is it …

Stripe, Advent offer to buy PayPal for more than $53 billion, sources say

Here's the source: [https://live.euronext.com/en/financial-news/exclusive-stripe-advent-offer-buy-paypal-more-53-billion-sources-say](https://live.euronext.com/en/financial-news/exclusive-stripe-advent-offer-buy-paypal-more-53-billion-sources-say) Payments company Stripe and private equity firm Advent International have made a joint offer to acquire PayPal Holdings Inc for $60.50 per share, in a deal that would value the payments company at more than $53 …

Akwel SA (AKW.PA): A €938M revenue auto supplier where the market is paying ~€44M for the operating business

I've been combing through some deep-value plays lately and stumbled upon a potentially interesting setup in a French small cap auto parts supplier. Weirdly I find that longer posts occasionally get shit on in the comments in this sub, so …

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