r/ValueInvesting

Everyone on this sub was complaining they didn't buy $NOW when it was at $137 a week ago. It is now back to the prices where the market is giving another chance. Are you buying at $102?

ServiceNow is widely viewed as a top SaaS player for monetizing Agentic AI, A LOT of insiders have bought near these prices including the president of the United States, and Jensen has talked a lot about how $NOW is not …

Netflix is a strong company that has continuing high revenue and has a very loyal customer base. It has fallen 40%, is it now a buy?

Netflix’s price-to-earnings (P/E) ratio historically hovered at astronomical levels (often well over 50x) when it was growing subscribers at a breakneck pace. The 40% drop seems overblown?

Huuuge (HUG) value trap?

Ticker: HUG (Huuuge, Inc.) - mobile social-casino games. It's a US (Delaware) company that lists only in Warsaw, Poland - no US ticker, so almost nobody in the US has it on a screen. Numbers (USD): * Mkt cap \~$260M. …

ADBE and value investing

Disclaimer: I'm a dumbass. ​ I think most of the people worried about AI disruption are missing the point of value investing. Washington post was Buffets most famous case study because as the market were worried about digitalisation he believed …

Fear of the SaaSpocalypse is tormenting techland

Artificial intelligence # [Software once ate the world. Now it is in danger of eating itself](https://archive.is/zms71)

There could be an '87-type crash this year

The similar is remarkable: tensions in Iran (operation Earnest Will vs current war), fears of overvaluation, automated trading algorythms. NFA, but I thought it is an interesting scenario, given we have had quite a few decades with similar panics. I …

What First 3 Things You Look For To Qualify / Disqualify A Stock?

Been reading Buffett and Lynch and trying to get a handle on what to put in a check list. Let’s say you hear about Nike. What’s the first 3 things you look at to quickly qualify or disqualify a stock …

Pls can we talk about expected market reaction on US Fable 5 ban?

From the whole supply chain ecosystem, what players are at higher likely risk of slowdown? ​ The circular loop above suggests that Anthropic has got direct skin in the game with Amazon, Alphabet, and Microsoft. ​ Despite DJT acts quickly …

Moats vs. moonshots: The Warren Buffett-Elon Musk style debate

I think AI is a tailwind to Adobe. Cash cow + a startup style optionality build in.

I think AI is a tailwind to Adobe. The slightly lower organic growth is because company reduced the paywalls for their products and made it smoother for new users(Freemium ) to experience adobe and its features. Gets the users hooked …