r/ValueInvesting

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Looking Back at Your Own and Others' Thoughts and Comments Is the Best Investing Lesson (2-yr Reddit Thread on Intel, TSMC, Samsung vs Nvidia)

REDDIT / dimknaf / Jun 15, 2026

[https://www.reddit.com/r/ValueInvesting/comments/1dh8a2l/5\_reasons\_why\_intel\_samsung\_and\_tsmc\_may\_be/](https://www.reddit.com/r/ValueInvesting/comments/1dh8a2l/5_reasons_why_intel_samsung_and_tsmc_may_be/) I really believe that one of the greatest activities that an investor can do is looking back at their comments and think...."hmm, would I have said that in hindsight". What I got right and what I got wrong. I …

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When do you take profits?

REDDIT / No_Fox9908 / Jun 15, 2026

So my first tranche of UNH shares just hit the one year mark and I am up 50% and the hardest part like always at least for me is knowing when to take profits. I have 5 batches I bought …

BUY

RDDT is an absolute beast of a company with real catalysts soon to come

REDDIT / SelfMastery__ / Jun 15, 2026

Gross margin: 91.5%. That is seven straight quarters above 90%. For every dollar of revenue they keep over 91 cents. That is software margin most companies only dream of. Revenue: $663 million last quarter. Up 69% year over year. The …

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I’m unable to pick stocks that go up over time

REDDIT / Economy_Product6611 / Jun 15, 2026

Guys I’ve been trading for the past 13 years and I’m simply unable to pick a stock that goes up over time. Is it not as easy as “if it has steady positive net income, it should go up over …

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Applying Graham/Buffer/Lynch valuation on to SpaceX

REDDIT / Donechrome / Jun 15, 2026

Graham would land in the $50–100B range using net asset value and GAAP earnings discipline. The $4.9B net loss, $41B accumulated deficit, and xAI burning $30B+ annually in capex would result in no margin of safety calculation even getting close …

BUY

Netflix may gain from under-16 social media bans

REDDIT / crocaby / Jun 15, 2026

After Australia last year, the UK just announced restrictions on social media apps such as Instagram, TikTok, YouTube and Facebook from being used by the under-16 age group. Many more countries are considering the same. If even a portion of …

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BUY

Intuit vs Adobe

REDDIT / Icy-Sheepherder-7595 / Jun 15, 2026

I'm already down 23% on my Adobe shares. Pretty conflicted on whether or not I should average down or put that money on Intuit. Both soared up quickly two weeks ago after the $SNOW earnings beat but have quickly come …

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BUY

Why Netflix is understating it's income

REDDIT / No-Photograph4482 / Jun 15, 2026

# **Edit: Added a short therm thesis up front to TLDR, make sure to read up on the full article for the full analysis.** # Overall Thesis - Short format Netflix's growth outlook is driven by three self-reinforcing forces. First, …

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Fiserv repeats guidance for 2026

REDDIT / Grouchy-Trade-7250 / Jun 15, 2026

Today Fiserv published news that also included a 8$ per share earnings forecast lower bound for FY 2026 . At the current price of 49$ the forward EBIT/EV yield is 11.5% (not 5%) . Seems like an attractive valuation assuming …

TARG

VRRM - Los Angeles to contract with Verra Mobility launching the largest speed safety program in California

REDDIT / Far-East-locker / Jun 15, 2026

6% up today. This one is so beaten up, any good news it is going to rip The government contract is almost a monopoly. I did another deep dive on the possibility of AVIS actually being able to replace VRRM …

Target$15.00

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