With the market pulling back today, I’m curious how you all are thinking about the current setup. Between higher oil prices, rising Treasury yields, and FOMC decision, it seems like there are a few different forces working against valuations at …
It seems AI stocks are dropping today in response to the news of the ‘dangers’ of AI. Do you think it’ll continue to drop further or is it just a correction today then continues its course? Thanks
Please don’t roast me or be mean. I’m a young & new investor trying to wrap my head around something. If everyone invests (or at least a large majority), doesn’t that negate the value of investing (or at least negate …
**Part 1: (October 2025) https://www.reddit.com/r/ValueInvesting/s/3jKfBm9Ocw** **Part 2: (January 2026) https://www.reddit.com/r/ValueInvesting/s/dSdi1rtlhz** **—-AI summary of pt1&2—-** **Summary of the Lovesac thesis** **Core business (as of Oct 2025)** Lovesac is a modular furniture company with \~$600M+ revenue, \~60% gross margins, and a $209M …
I think retail stocks are kinda boring, but I think there are some beaten down stocks right now at good value. I bought TSCO in June after its huge beat down and sold it in August after a 25% gain. …
I met many who are sceptical of using AI in the stock valuation work. However, if I define clear boundaries, it will be a useful assistant. The structure I follow My AI agent handles: * company research * filing review …
I’ve seen a few posts now that are asking if BSX is worth getting into. Don’t do that- Continue to short it. WATCHMAN, their flagship LAAO device, which is responsible for 10% of company revenue, was found recently to be …
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other …
INOD (Innodata) prepares training materials for artificial intelligence models, evaluates their answers, and helps correct their mistakes. In simple terms, it develops textbooks and exercises for AI—and then grades its work. The real barrier is not basic data labeling, but …
Looks like OpenAI has cancelled their IPO for 2026. interesting to see if Anthropic will follow and what this could mean for institutions that have been waiting to invest large amounts of their capital in these massive companies. [https://www.theguardian.com/us-news/2026/sep/12/openai-delays-ipo-sam-altman-ai-safety-concerns](https://www.theguardian.com/us-news/2026/sep/12/openai-delays-ipo-sam-altman-ai-safety-concerns)