reddit.com
Subsites
Posts
$RDDT is not undervalued. Don't fall for the trap.
I am seeing a lot of $RDDT bulls in this sub lately. The main bull case for $RDDT is based on a fundamental misunderstanding of the business. $RDDT bulls mistakenly assume Reddit users are the main customers of Reddit. That's not true, advertisers are the main customers of Reddit. Even …
$RDDT is not undervalued. Don't fall for the trap.
I am seeing a lot of $RDDT bulls in this sub lately. The main bull case for $RDDT is based on a fundamental misunderstanding of the business. $RDDT bulls mistakenly assume Reddit users are the main customers of Reddit. That's not true, advertisers are the main customers of Reddit. Even …
$RDDT is not undervalued. Don't fall for the trap.
**Edit: For those asking for numbers, I have already done a detailed calculation on Reddit's FV months earlier. See link below:** [**https://www.reddit.com/r/ValueInvesting/comments/1qyltqm/enough\_with\_the\_opinions\_here\_is\_the\_actual\_math/**](https://www.reddit.com/r/ValueInvesting/comments/1qyltqm/enough_with_the_opinions_here_is_the_actual_math/) **(calculation error here)** [**https://www.reddit.com/r/ValueInvesting/comments/1qz3twp/correction\_to\_my\_previously\_very\_flawed\_analysis/**](https://www.reddit.com/r/ValueInvesting/comments/1qz3twp/correction_to_my_previously_very_flawed_analysis/) **(this post corrected the error)** I am seeing a lot of $RDDT bulls in this sub lately. The main bull case for $RDDT is …
Hi i am 19 and never ever had experience of investing in anything , am interested whether i can invest 750$ in something productive. I live in asia , i do feel like that i can invest it in something interesting but can't see any ways yet, if there are better options with more capital i'd be more tha
Hi i am 19 and never ever had experience of investing in anything , am interested whether i can invest 750$ in something productive. I live in asia , i do feel like that i can invest it in something interesting but can't see any ways yet, if there are …
The new paradigm - Mega Caps from asset-light to asset-heavy
I've been reflecting on the current AI race and the massive structural shift it's demanding from the largest tech companies (Mega-Caps). Historically, we know is giants (Alphabet, Microsoft, Meta, etc.) was their "asset-light" business model. They produced software or digital platforms with incredibly high gross margins and infinite scalability at …
What's the idea behind buying stock of a company that doesn't pay dividend
The idea behind buying stock of a company is that you are getting ownership. When company makes profit, it pays you some dividend out of it. So, this makes sense buying stock of that company which makes the stock price go higher and higher. But what's the rationale behind buying …
When do fundamentals in stocks matter?
During boom-times, fundamentals don't seem to matter (see AI, 2026). During bust-times, fundamentals also don't seem to matter (see mass-selloffs, 2008). So when do fundamentals matter? Waiting for fundamentals to matter seems futile, since that point may never arrive.
Unpopular opinion: buying companies with $1tn+ valuation is not value investing
Yes, a trillion-dollar company can trade below intrinsic value. Buffett bought AAPL around 10x earnings. Size doesn’t make something expensive. But that’s not where our edge is. A $1tn company has 40 analysts, every fund modeling it, and a million retail eyes on each print. The odds you spot something …
Weekly Stock Ideas Megathread: Week of June 22, 2026
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 users' posting/commenting history before following advice or stock recommendations.* *New …
Thinking of transferring funds to bitpanda for the 3% BTC cashback , anyone know if they are solid?
I saw bitpanda's running a promo where you get 3% back in btc if you transfer crypto and leave it 30 days and thinking about moving my funds over for it but never actually used them before. anyone have experience with Bitpanda? mainly want to know if they are reliable …