r/ValueInvesting

BUY

Toast (TOST) Is stupid undervalued based on its current trajectory/moat IMO

REDDIT / Primary-Abies9041 / Jun 21, 2026

Putting some visibility on this, been in this for about a month. Listened to a podcast ([Podcast episode link](https://open.spotify.com/episode/0Kw8wqrb6YmjaNIhEvQXA9?si=a8a52e5f7207463b)) talking about Toast (primarily POS solutions provider for restaurants), and its absolutely stupid how flawed the SaaSpocalypse-related "analysis" is compared to …

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POST

Do ROIC-WACC spread, EBIT margin, ROCE, EV/E, FCF yield, PE ratio mean anything to you?

REDDIT / cptjcksparr0w / Jun 21, 2026

If ROIC-WACC spread, EBIT margin, ROCE, EV/E, FCF yield, PE ratio are where you begin your research read on. value crowd on here knows that thousands of stocks are traded, accompanied by mountains of financial statements, news alerts, and analyst …

POST

Is history repeating itself? Cisco 2000 vs 2026

REDDIT / seansean98761 / Jun 21, 2026

Is history repeating itself? Cisco in 2000 vs. today: Cisco went up about 320% from October 1998 to March 2000 before crashing. So far, Cisco is up about 147% from July 2024 to June 2026, and its P/E ratio is …

BUY

Thoughts on GFL Environmental ($GFL) at its current valuation?

REDDIT / Frosty-Revolution212 / Jun 21, 2026

With the recent market pullback, I like GFL as a solid waste giant with very good macro tailwinds. **Valuation Multiples & Guidance** **Revenue:** $4.82 Billion USD **2026 Guided Revenue:** 5.31B – $5.33B USD (excluding SECURE) **Forward EV/EBITDA Multiple:** \~11.5x (excluding …

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Is the Fed hawkish or dovish?

REDDIT / Corpulos / Jun 21, 2026

In this Wednesday's FOMC, it was indicated that the Fed commitee expects rate hikes later this year. However, the market seemed to hone in on some of Chair Fed Warsh's remarks that could implicate a change in policy. Specifically, he …

POST

Capricorn enrgy

REDDIT / Ejkyy09 / Jun 20, 2026

Capricorn energy. Cne.l The market cap is $290m. Cash is $142.7m. Receivables from Egypt are $84m. The company has production rights until 2040 Reserve replacement is running at 277%. Activists are negotiating a potential all-cash takeover. The stock trades around …

SELL

Jiayin Group (JFIN) - Absurd Deep Value with Some Risks

REDDIT / photon_lines / Jun 20, 2026

Hi guys: prior to doing this write up -- I did want to first of all address the elephant in the room: China. The regulatory framework there makes it extremely easy to perform financial fraud and to disclose numbers which …

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Brightstar Lottery - Q2 favourable rollovers for profits

REDDIT / Safe-Chipmunk-4417 / Jun 20, 2026

I've been tracking this company for the last few months and for transparency sake I've made it my largest ever position (I'm technically in profit due to the dividend payments, but am a few cents down on my average cost …

BUY

Reasons Netflix will continue to grow but also why it’s not showing as of now

REDDIT / MapDue7854 / Jun 20, 2026

Greg Peters has finally been left as the official Co-CEO of Netflix after Reed Hastings stepped down on June 4th leaving someone to take his place. Why this matters…… Hastings was a co-founder of Netflix. So, in 2023, bringing on …

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The words "bubble" and "mania" from a cultural POV ?

REDDIT / HarryCrushNuh / Jun 20, 2026

This is not AI slop. My actual brain is slop from this bubble mania. This is a 100% human mind dump purge. I'm not talking about the merits of long term investing, but just the vibe of the last 5-6 …