StreetPredict Track Record · Est. 2024
Posts  / reddit.com  / r/ValueInvesting
Reddit

r/ValueInvesting

r/ValueInvesting subreddit

↗ Visit site

Total posts
2607
Total predictions
1042
Success rate
46.6%
Avg score
0.01
Posts
POST

[Week 21 - 1985] Discussing A Berkshire Hathaway Shareholder Letter (Almost) Every Week

REDDIT / FieryXJoe / Jun 25, 2026

**Full Letter:** https://theoraclesclassroom.com/wp-content/uploads/2019/09/1985-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1985.html This week we will go over two segments and an acquisition. One is a really wonderful and insightful writeup on executive and managerial compensation, and the costs and benefits of compensating with cash vs …

BUY

Rheinmetall (RHM): Market just handed out a discount?

REDDIT / Senior-Preference678 / Jun 25, 2026

Everyone is panicking over the recent pullback, but the fundamentals don't seem to care. At around €930/share, Rheinmetall is trading at what looks like a growth-stock valuation for a company whose earnings are projected to explode over the next two …

View →
BUY

Is now a good moment to sell saas and buy semiconductors?

REDDIT / shaggy98 / Jun 25, 2026

If I'm down less than 20% with saas like Microsoft and Adobe, is now a good moment to sell them and buy semiconductors and hardware companies like Micron and Sandisk? It looks like saas will be slowly destroyed by AI …

View →
POST

How do you distinguish between patience and dead money?

REDDIT / Eclectic_figurehead / Jun 25, 2026

I know the 'S' word is taboo in this sub, but I have been re-evaluating my portfolio and I'm struggling with the decision-making framework around selling positions that are down significantly. A few years into investing, I've accumulated a number …

BUY

A quantitative approach to valuing Yum China ($YUMC)

REDDIT / raytoei / Jun 25, 2026

# A quantitative approach to valuing Yum China ($YUMC) *(YumC is paying $1.2bn to own the Pizza Hut brand in china, this removes the 2.8% royalty fees it has to pay Yum Brands. The shares has since fallen lower and …

Score0.17
View →
BUY

MU: On a Tear. From Downcycle to Super Growth?

REDDIT / Dolphin_research / Jun 25, 2026

In 2026, the AI hardware spotlight has shifted from compute to storage capacity. As U.S. AI equities wobble, **MU’s print is fast becoming the new bellwether.** Micron posted results after hours on Jun 24 (FQ3 FY26, quarter ended May), delivering …

Score0.97
View →
BUY

Dropbox: The Buyback You Forgot About

REDDIT / SpareSniper7 / Jun 25, 2026

Thoughts on my drop box thesis? I estimate that it is 33% undervalued and can generate a 16% IRR over the next 7 years. \- over 18 million paying users. \- Priced as though the company is bleeding users when …

View →
POST

Monthly recap

REDDIT / Apprehensive_Two1528 / Jun 25, 2026

It’s end of the month and time for the recap. So my top 10 losers are: 1 Bidu 2 baba 3 ZS 4 meta 5 netflix 6 msft 7 rddt 8 ibit. I cut the other losing positions and realized …

TARG

A Specific MSFT Breakdown - Rule One Investing

REDDIT / drewangell / Jun 25, 2026

Are you familiar with the book "Rule One Investing" by Phil Town? It basically gives you specific steps for analyzing a company using the Buffett method, and I find it interesting to look at MSFT this way. Basic gist of …

Target$1,572.81
View →
← Prev PAGE 225 / 261 Next →