r/ValueInvesting

TARG

Last week I published a bear case DCF on Comcast with a "dream scenario" of an NBCUniversal spinoff at $55-75 per share. This morning they announced it. Stock is up 20% premarket. Here's the original math.

REDDIT / JoeInOR / Jun 29, 2026

Last week I ran a bear case DCF on Comcast using normalized FCF of $16B, assumed 3% annual decline for 12 straight years, 10% discount rate, and explicitly stripped $89B in net debt from the terminal value. Bear case fair …

Target$65.00

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BUY

Thoughts on Georg Fischer AG (Ticker on SWX: GF)

REDDIT / Viyuelez89 / Jun 29, 2026

I just found this company in Switzerland that does look quite good for one the sectors I'm bullish on long term (Water/Fluids/Chemical processes). I don't really have an expertise on analyzing deeply, but I'd like to ask for your opinions. …

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TARG

Is SAP undervalued?

REDDIT / HatedMoats / Jun 29, 2026

I recently valued SAP using a 10-year DCF. SAP traded at around $155 when I completed the valuation and my base-case DCF gives an intrinsic value of roughly $260 per ADR, implying a 40.4% margin of safety (my cut-off for …

Target$260.00

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POST

Bachem Holding AG ($BANB) a Swiss Biotech comp for a pick-and-shovel GLP-1 play

REDDIT / Curius_pasxt / Jun 29, 2026

For a quick refresher, GLP-1s are gut-hormone mimics that regulate blood sugar and signal metabolic fullness to the brain. They are used to treat Diabetes type 2 and obesity. GLP-1 is the active peptide engine behind massive drugs like Ozempic …

BUY

My AI infra + memory watchlist: NBIS, CRWV, IREN, KEEL, MU, and Sandisk — what’s your valuation take?

REDDIT / No_Effective6401 / Jun 29, 2026

I’ve been following a few names in the AI infrastructure and memory space, and I’m trying to separate real value from pure momentum. My current watchlist is NBIS, CoreWeave, IREN, KEEL, Micron, and Sandisk. What I’m seeing: • NBIS looks …

Score0.94

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BUY

This is a simple valuation of Domino's PIzza inc ($DPZ).

REDDIT / raytoei / Jun 29, 2026

This is a simple valuation of Domino's PIzza inc ($DPZ). After i read [this compelling article](https://www.reddit.com/r/ValueInvesting/s/AIFxbuD8oi) over the weekend, i decided to take a look at DPZ. The following format is consistent across all my "simple valuation". I will give …

Score-0.55

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TARG

Six months ago we called Microsoft overvalued at $490 and got roasted for it. It's now $373. Here's where it stands.

REDDIT / stockoscope / Jun 29, 2026

In December, I [posted](https://www.reddit.com/r/ValueInvesting/comments/1p9ks0t/understanding_michael_burrys_nvidia_short_the/) a breakdown in this sub arguing Microsoft was overvalued at $490, in the context of its capex spend (a concern Michael Burry had raised). I got a fair amount of criticism for those valuations. Here is …

Target$487.00

Score1.00

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BUY

Zuck is going to cook

REDDIT / Routine-District-588 / Jun 29, 2026

Meta is being critized very hard on the huge capex and for a valid reason, the past faillure with the metaverse. But people forger that zuck is very very good at copying other stuff and making money out of them. …

Score1.00

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POST

Weekly Stock Ideas Megathread: Week of June 29, 2026

REDDIT / AutoModerator / Jun 29, 2026

What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other …

POST

Jeremy Grantham on Diary of a CEO

REDDIT / InterestingPause9940 / Jun 29, 2026

I listened to the recent episode of Diary of a CEO that had Jeremy Grantham on and figured I’d come to this subreddit and see all the discussion about it…but am not seeing it. Is Grantham not on the Mount …