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BUY

16 Investment write-ups to look at

REDDIT / Away_Definition5829 / Jun 30, 2026

Another set of company write-ups from Substack authors, all from within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Elliot's Musings** on [**Micron Technology**](https://alphaseeker84.substack.com/p/micron-technology-mu-q3-fy2026-results) (🇺🇸 MU US - US$1.3tn) Latest quarter beat …

POST

Is Copart on sale or is this another investing mirage?

REDDIT / Gaba_My_Gool / Jun 29, 2026

I’ve recently been looking at Copart as a potential investment. Broadly speaking, I like the contrarian angle of looking outside the current “AI trade” and finding companies that may have their day in the future. Copart runs a disciplined balance …

POST

What to do if you don't know whether to hold or sell?

REDDIT / obscuresanctionary / Jun 29, 2026

So basically, this isn't really value investing maybe but I think people on this sub are the smarter in trading. If I have a stock and it might just go straight down to hell, or it might go up a …

SELL

Atlassian is losing money on $5.2 billion in revenue

REDDIT / ControlAway5102 / Jun 29, 2026

My take on TEAM (ATLASSIAN) and why its a disappointing investment even at 79$. Maybe a buy at 70$... $5.2B revenue, 20% YoY growth, but $130M operating loss, like wth $1.36B in stock based compensation last year, 26% of total …

BUY

FuelCell Energy($FCEL) Deep dive

REDDIT / slashxme / Jun 29, 2026

Feel free to read my deep dive on $FCEL, it’s completely free. FuelCell Energy recently signed a deal with FitEnergy for 380 MW, while 30 MW is completely de-risked and is binding. There is alot of upside to this stock, …

POST

Why do people here prefer buying stocks that drop by more than 50%?

REDDIT / ashm1987 / Jun 29, 2026

Instead of high-quality companies that never drop by more than 25% and keep compounding shortly after the dip? It's always the same scenario... The stock drops a lot and looks super-cheap, so you buy. The stock keeps dropping, so you …

BUY

GRPN: the little company that could

REDDIT / Downtown_Day_9252 / Jun 29, 2026

GRPN is my biggest holding. I think they are pulling off one of the best business turnarounds we have seen in the past decade and the market is dead asleep on it. Am I regarded? Read and decide for yourself. …

POST

Any hope for CVX?

REDDIT / Solid-Mood9571 / Jun 29, 2026

The price of CVX seems to have come down recently so I am thinking of buying it again, however I’m still a bit skeptical. 1. the margins seem to be declining 2. the PE ratio is pretty high 3. the …

POST

A Simple Intrinsic Valuation of Microsoft (MSFT)

REDDIT / Intelligent_Gap2495 / Jun 29, 2026

I’m sure you’re all sick and tired of Microsoft posts, however valuations can vary dramatically depending on the creators expectations of Azure and return on AI infrastructure projects. I have taken a simplistic approach to attempt to provide a sense-check …

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