r/ValueInvesting

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I'm a data ontologist by trade. Here's why I think the market has the AI moat story backwards on beaten-down SaaS names - and why I own FDS into earnings tomorrow.

REDDIT / JoeInOR / Jun 30, 2026

The consensus AI infrastructure trade is Snowflake, Databricks - raw data platforms. Everyone agrees on this. The market has priced it accordingly. My day job is literally taking messy, ungoverned data and building the semantic structure - the ontology - …

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Bought AMD and INTEL 9 months ago (Intel at $30 per share for 172 shares and AMD at $153 for 40 shares). Need advice on next steps.

REDDIT / jefflove3 / Jun 30, 2026

Since I have bought into Intel and AMD, the stocks have close to 3x or more. I have gotten mixed advice as to whether I should let these individual stocks run or to trim the gains and put the gains …

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Nokia is becoming more than a telecom infrastructure company.

REDDIT / aperartnft / Jun 30, 2026

Last year, Nvidia's $1B investment in Nokia caught my attention. It wasn't the investment itself that interested me as much as the obvious question: What does Nvidia see that most investors don't. The Nokia most people remember hasn't really existed …

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Does Market Cap and P/E ratio even matter going forward?

REDDIT / CDCVOUCHERHUATAH / Jun 30, 2026

I've watched Apple grow from $100B to $1T, and now it's a $4T giant. Every step of the way, people claimed it had peaked and that the law of large numbers would stop it. But they just kept growing YoY. …

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MSFT to the moon

REDDIT / Mental_Situation_970 / Jun 30, 2026

This is just my view. MSFT software segment is locked in. The thing to look out for whether multiple expands and earnings increase relies on 2 metrics in the longer term, Model pricing and Enterprise AI usage adoption. Ofcourse there …

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META at aprox 18x forward earnings with 33% growth. is it value play or capex trap?

REDDIT / Beautiful_Cobbler603 / Jun 30, 2026

I have been considering re-entering META after this pullback again and so I wanted to lay out the numbers, what I could find, and see what everyone thinks. I held meta years ago and sold most before the 2022 pulldown. …

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SAAS apocalypse

REDDIT / NarrowRun3659 / Jun 30, 2026

Guys I have tried searching, asking AI and try to do research but seems like I can’t get an answer. Why SAAS is being hated by investor at the moment? I want to get some perspective. The answer I get …

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NBCU spin off unlikely to be acquired by any major streamer

REDDIT / crocaby / Jun 30, 2026

Since news of the spin off released yesterday, the media has been speculating that the industry will go through another period of consolidation. But looking at it on a case by case basis, I find it unlikely that another streamer …

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I tried explaining valuation with a lemonade stand

REDDIT / Jera_Value / Jun 30, 2026

I wrote a simple explanation of valuation using a lemonade stand. That's all. Just a small text that might be useful for beginners. Most of my articles focus on advanced concepts, and I often forget about the people who need …

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Why Adobe's AI business is better than you think

REDDIT / Funny-Wishbone7381 / Jun 30, 2026

I thought this sub didn't have enough content about ADBE so I ought to add more. Put very simply, Adobe is trading at low multiples over fears that it will lose market share to AI image generation tools. (The more …

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