r/ValueInvesting

TARG

CAAP, an irreplaceable toll bridge of 52 international airports trading at a 53% margin of safety

REDDIT / solacelabx / Sep 14, 2026

CAAP, an irreplaceable toll bridge of 52 international airports trading at a 53% margin of safety I spent a few weeks digging into Corporación América Airports (CAAP), a $4B international airport operator that nobody is talking about right now. I …

Target$52.19

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POST

Microsoft or Apple - which one is better value?

REDDIT / BeVeracious / Sep 14, 2026

After reviewing the differences in the business model between MSFT and AAPL, summary of the differences is as follows: * Apple keeps capex costs to a minimum, leverages others for their AI and Search features, and continues to leverage its …

TARG

EXE: Is the market underpricing the long-duration U.S. natural-gas setup?

REDDIT / Sufficient-Net-3621 / Sep 14, 2026

I have been looking at Expand Energy (NASDAQ: EXE) less as a Twin Eagle acquisition story and more as a large, low-cost, multi-basin natural-gas platform sitting in front of a potentially very large LNG and power-demand cycle. My question is …

Target$110.00

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TARG

$NU. I just bought $98k worth. Lets all load up $NU bulls next stop $19

REDDIT / Usual-Ad-1845 / Sep 14, 2026

Lets get the $NU army going. Whose bullish and whose bearish?

Target$19.00

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BUY

Using Forward P/E Z-score

REDDIT / Expert_CBCD / Sep 14, 2026

Hey folks, I've recently started looking at forward P/E to gauge good entry points for stocks with good fundamentals. My theory here is that the raw forward P/E is not as important and instead we should more focus on the …

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POST

The real reason AI pacing

REDDIT / acadia11x / Sep 14, 2026

“That’s because data center construction is fueling huge spending on everything from semiconductor chips and power to skilled workers. The multibillion-dollar companies driving the boom are aggressively competing for limited resources. And if that demand keeps outstripping supply, it could …

TARG

Intuitive Surgical - Value in Robotics

REDDIT / SpareSniper7 / Sep 14, 2026

I have been quite interested in the robotics theme (for obvious reasons), but for almost every company I look at in the space, I find that they are pre operations, negative operations (with little transparency on when operations will become …

Target$440.00

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POST

Best Value Podcasts?

REDDIT / alex123711 / Sep 14, 2026

What are the best value investing podcasts?

BUY

Dingdong (Cayman) Ltd $DDL

REDDIT / ShowMeTheIncentives / Sep 14, 2026

I wrote up Dingdong today. I think it's an interesting idea. Chinese stocks are disliked & ignored by most, for a multitude of reasons lately. Nobody is looking. Probably why this one is trading under the radar & at such …

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Why are SaaS stocks up today?

REDDIT / Horror_Still_3305 / Sep 14, 2026

CRM, ADBE, NOW, etc.. The AI ceos announce a desire to slowdown but AI is still in progress so how does this kill the bear narrative, if this even is the cause? Or just coincidence and the bear narrative has …