r/ValueInvesting

BUY

Game of Thrones in AGI Infrastructure: Why AMD (NASDAQ: AMD) is structurally undervalued for the AI Inference Boom vs. Nvidia (NASDAQ: NVDA)

REDDIT / adlibitumconbrio / Jul 15, 2026

Hi everyone, I want to share a structural investment thesis on why AMD is positioned to capture a massive share of the AI inference market from Nvidia, and why the market is currently mispricing AMD's system-level cost advantages. **The Core …

Score0.99

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POST

Got sick of paywalled/expired earnings calls, so I built a free player you can actually listen to

REDDIT / DanielAPO / Jul 15, 2026

For years my earnings call routine was track down the IR webcast (replays sometimes expired by the time I get to it), or pay Seeking Alpha for a transcript I then read top to bottom. Got sick of it and …

POST

IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)

REDDIT / Confident-Score-838 / Jul 14, 2026

IBM had its worst single-day drop ever on Tuesday — down \~25.2%, from $290.23 to $217.07. A bigger one-day percentage loss than Black Monday 1987. About $69B of market cap gone in a session (WSJ). What's unusual is why, and …

BUY

ORCL: The Best Stock to Buy Today

REDDIT / Pristine_Eye_8361 / Jul 14, 2026

Oracle, in my opinion, is the greatest buy in today's market. Let's discuss. **Valuation:** PE: 20.8-22x FWD PE: 15.5-16.5x MKT Cap: \~368B Price/Sales: \~5.6 Net Debt: $95-105B In the context of Oracle, the "valuation" doesn't tell the story on it's …

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TARG

Playboy (PLBY) - A turnaround play on one of the most iconic brands

REDDIT / Beginning-Novel-4213 / Jul 14, 2026

A few quick things: 1. Playboy (PLBY) is one of my largest holdings. 2. I prefer rough approximations on value instead of false precision 3. This is my investment thesis, but I had Claude help me condense and structure it …

Target$3.43

Score-0.08

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POST

Blue owl corp

REDDIT / Senior_Luck1276 / Jul 14, 2026

Been looking at Blue Owl (OWL) recently after the selloff. What caught my attention is the dividend yield getting close to 9%, which seems pretty attractive if it's sustainable. The business still appears to be growing assets under management and …

POST

New academic study on long term investing

REDDIT / mrmrmrj / Jul 14, 2026

I am going to cut and paste the abstract summary below and then turn it into English: Abstract: I study outcomes for a variety of "do-nothing" portfolios constructed from constituents of the S&P 500 index, from 1971 to 2025. These …

POST

iScream Media (KOSDAQ: 461300) — 4x earnings, 31% margins, ~10% dividend, but 91% of market cap sits in cash/securities. DD

REDDIT / Chemical_Collar_2341 / Jul 14, 2026

Been digging through Korean micro-caps on DART and found one that made me re-check my numbers. Sharing the core thesis here. **The business.** iScream Media runs *iScream S*, the daily software \~93% of Korea's primary-school teachers use to run their …

POST

Citi, Goldman and Wells Fargo Results by the Numbers

REDDIT / Icy_Abbreviations167 / Jul 14, 2026

Citigroup, Goldman Sachs, and Wells Fargo all reported second-quarter earnings above expectations, but the results came from different parts of their businesses. * **Citigroup:** EPS was $3.15 versus $2.74 expected. Revenue rose 14% to $24.8 billion, while net income increased …

SELL

My Thesis on Sezzle

REDDIT / domdsilva / Jul 14, 2026

Hi I believe the market has not understood $SEZL. There are 5 reasons I do not agree with the consensus. **Reason #1: Actual Quality of Earnings is an issue!** Total Revenue was $135.5m. Consumer-paid fees were 45% of revenue: consumer …

Score1.00

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