r/ValueInvesting

BUY

I drove an RV through Wyoming and spent the whole trip thinking about why the financial press gets monetary policy completely wrong. Here's what I own because of it.

REDDIT / JoeInOR / Jun 12, 2026

The WSJ just ran a piece saying tech does well during rising rate periods. The data goes back to 1999. What it misses: two of the biggest rising-rate periods were coming out of the 2008 crash and COVID. Of course …

Score-0.13

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SELL

People keep talking about AI bubble, how about Space bubble?

REDDIT / meemeemoomoo5 / Jun 12, 2026

I mean we can see AI happening all around us, with perhaps 200m people or more using it on a daily basis and the biggest adopters of this are just like companies with positive revenue, crazy earnings yoy. It is …

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POST

One last pump before the downhill ride?

REDDIT / Far-East-locker / Jun 12, 2026

If you look past the stock price itself, volume is the true indicator right now. The occasional massive up-days under Trump create an illusion of a healthy market, but the underlying momentum is trending down. The biggest tell is the …

POST

What companies could be the next autozone?

REDDIT / ksing_king / Jun 12, 2026

Autozone achieved a 100x by having a moat in car parts that is relatively unchanging, and buying back tons of shares, with over 90% retired. What company now, could do that, that has a ton of generated FCF and a …

POST

SEC asks public comments to drop “best price” rules of 2005

REDDIT / kulsoul / Jun 12, 2026

We can discuss here or on the r/investing sub. Eventually, I will try to pull together important comments and repost them to all subs that I am reposting this to. It is important to feedback good comments and in timely …

BUY

SPGI S&P Global

REDDIT / Kratos5017 / Jun 12, 2026

Any interest in $SPGI at these prices? The stock is trading near some of the lowest valuation multiples we’ve seen in years while the core business remains incredibly high quality. The ratings business operates in a near-duopoly and benefits from …

Score0.09

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POST

ServiceNow: great buy or value trap?

REDDIT / revenant_lazarus / Jun 12, 2026

If anyone here understands SaaS, can they provide some insight on whether they see $NOW as a great buy or a value trap. All the analysts have a buy recommendation on it but the market doesn't see it that way.

POST

I think this subreddit still has gem

REDDIT / Chalern14 / Jun 12, 2026

1 year ago CROX was one of the most recommended stock alongside PYPL. One has gained and ther other not so much. I do believe that with time the subreddit may once again be filled with stock analysis and not …

BUY

ADBE - To cheap to ignore?

REDDIT / silver-bullet007 / Jun 11, 2026

Before I get attacked as "Bag Holder", I'll preface this by saying I do not own a single share of ADBE, but I'm seriously considering after this most recent earnings and subsequent drop. ​ Bears will be quick to point …

Score0.32

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POST

Thoughts on $ADBE earnings?

REDDIT / Street-Broccoli-968 / Jun 11, 2026

Just listened to the whole earnings call and wanted to see what you guys think. I m particularly interested in this new strat where they are pushing freemium heavy. At the end of the call a lot of analysts were …