Hey r/ValueInvesting Quick update on **WPG.V (West Point Gold).** On June 23 we highlighted it as a tier-1 US gold explorer (Arizona + Nevada) with a strategic agreement with Kinross and a maiden resource expected later in 2026. Today the …
This isn't because I think AMD is a lesser company. Quite the opposite, AMD has executed incredibly well over the last few years. EPYC has taken real server share, Instinct GPUs are finally getting traction with hyperscalers, and Lisa Su …
Hey guys, I hold 500 shares at an effective cost basis of 40 because I entered with covered calls struck at 52.5 usd expiry March 2027. Given that Pypl been holding up pretty good recently in the market I think …
WEN got my attention after the recent hype into this stock so I did some research on it and here are my findings. WEN is actually a cash generating business and it has great future potential. The price today at …
Today is an excellent preview of the "flight to value" phenomenon that occurs when capital shifts away from high-risk, speculative assets and into undervalued assets with strong fundamentals. AI stocks are going down and the SaaS companies that have been …
I bought a significant number of MU shares in 2025 at $172, and holding them until now has resulted in gains that exceeded my expectations. While seeing my account grow is exciting, I’m now starting to wonder how I should …
it's impossible SaaS invest on chip, chip go up either ROI is positive, then people will move from chip to SaaS, chip go down either ROI is negative, then SaaS stop buying chip, chip go down so tell me how …
The software discussion is super interesting right now but the community is pretty polar regarding whether software will rebound in the near future or not. For those who own ADBE/NOW/CRM, how do you track new data that comes out on …
I worked at Kroger when I was in high-school and it was one of the first stocks I purchased. I've never sold and now consider it a good defensive stock to moderate risk in my portfolio. It's a position I …
Meta has been a cornerstone of this forum. I want to discuss the elephant in the room. Aside from already existing capex and current historic low valuation, does Meta’s new apps (prediction market, business agent) really make sense to you? …