r/ValueInvesting

BUY

16 Investment write-ups to look at

REDDIT / Away_Definition5829 / Jun 24, 2026

16 write-ups from Substack within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Medis Market Notes** on [**Netflix**](https://medismarketnotes.substack.com/p/netflix-a-sisyphean-task-or-understated) (🇺🇸 NFLX US - US$326bn) Netflix writes off $32bn in original content faster than …

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Too tired of volatility

REDDIT / Creepy_Patient_6507 / Jun 24, 2026

I'm getting really tired of volatility. My portfolio has been swinging around too much, and I don't think I want to keep chasing high-risk stocks anymore. I'm considering selling everything and moving into a much simpler portfolio. Right now, I'm …

POST

I don’t think ai is a threat to software companies

REDDIT / Mysterious-Purpose71 / Jun 24, 2026

Ok, I know many of you have been holding software companies and worrying about The AI. Is Ai gonna replace software, what if ai can be improved so much and eventually it can be good enough so that we just …

POST

Did I sell NVO early?

REDDIT / Icy-Sheepherder-7595 / Jun 24, 2026

I know it's one of the 4 horseman of "value" stocks this sub likes to crap on but I initially bought in believing in the product and for the most part still do, however I sold so I could average …

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Is the market rigged?

REDDIT / Solid-Mood9571 / Jun 24, 2026

This may sound silly and like a conspiracy theory, but it’s kinda strange how every time I sell a stock it usually goes up the next day. Like literally no matter how much research I do on a company the …

SELL

Dot.com Bubble Vs Neural Network Bubble

REDDIT / Designer_Ad4096 / Jun 24, 2026

TL;DR - There will be some winners, but most of these valuations are repeats of the same mistakes investors made during the dot com bubble. Neural Networks are the most significant development in global computing since the internet. The current …

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Insurance Comapnies

REDDIT / MarginOfSafetyGuy / Jun 24, 2026

**Kinsale** It’s not cheap, it may be trading at \~x17 while others are much cheaper, but the company has a growth potential that called my attention. They are doing a fantastic job. **Chubb** Probably one of the best insurance around …

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One Last Adobe Post | Hidden AI Revenue Growth

REDDIT / Capable-Swordfish140 / Jun 24, 2026

As I'm sure you've heard Adobe hasn't performed very well this year. The stock is now trading at an 8 year low after collapsing 50% in the last year alone. Given the historically shit stock movement, one would assume that …

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Quality Compounders on sale: Thoughts on this watchlist?

REDDIT / WarmFaithlessness946 / Jun 23, 2026

Hi guys , current market environment is absolutely crazy, with indices being driven almost entirely by the semiconductor rally. As a result, many high quality compounders are currently suffering from valuation compression. I want to avoid the typical "Big Tech" …

BUY

the next value play. Is it NOW, MSFT, CRM, INTU?

REDDIT / k0stj / Jun 23, 2026

# INTU * Highest-quality business relative to current valuation. * Dominant positions in TurboTax, Credit Karma and QuickBooks. * Very high switching costs. * AI likely strengthens rather than disrupts the moat. * Trades well below the premium multiple many …

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