Posts
Does reddit have a cap on profitability due to some inherent design choices?
Do you think Reddit has growth potential that can become realised when it has more users? Or do you think due to the moderator ruled subreddit culture, anonymity, and NSFW content, it has some upper limit to ad revenues and profitability?
Uber might be the best business I've looked at all year and I still can't buy it. Am I overthinking this?
Spent a week on Uber and ended up somewhere weird, curious if anyone's hit the same thing. The way I normally work: figure out the "laws" of a business — the stuff that'd still be true if you fired management and re-ran the decade — then read the destination off …
What actually makes a company 'good'?
Last week I posted Terry Smith's line in this sub as a whole [investing strategy](https://www.reddit.com/r/ValueInvesting/comments/1vrpbil/buy_good_companies_dont_overpay_do_nothing/): Buy good companies. Don't overpay. Do nothing. And MyotisX asked a good question: "easier said than done, what's a good company?" MyotisX's right - it is not easy to find a good company. Ask anyone …
$TSLA is ridiculously overvalued.
$TESLA current valuation just don't make sense. A stock is worth its relative rate of return on invested capital and the sustainability of its dividend distribution rate above the safest government bills. Stocks are promises of returns, the validity of their exchangeability must be superior to government issues. $TESLA returns …
SIFG : My take
I was looking for Europe based small/mid cap value investing opportunities and came across SIFG (Sif Holdings NV https://sif-group.com/) I wanted to put my thesis here for others to comment. **What do they do:** They make foundations and other specialized parts for offshore wind farms. They are among the very …
Back out the implied growth rate from your exit multiple before you trust the DCF
Something I've started doing on every DCF I build, and it has killed more of my own ideas than any other check. If you terminate with an exit multiple instead of Gordon growth, you are still making a perpetual growth assumption, you just can't see it. You can pull it …
Why DexCom (DXCM) is a good buy
Looking into DexCom (DXCM). The stock has dropped significantly but if you do a full analysis (researching both its competitors and running the DCF model) there's still about 12% upside in a base case, and 20% upside based on current cash flow (only about .9% in a bear case). There …
How do you distinguish a great company from a great value investment?
I’m relatively new to this community, although I have been investing for many years. One issue I continually revisit is the difference between owning an exceptional business and buying that business at an attractive valuation. Companies such as Apple, Alphabet, Amazon, Costco, Meta, and Nvidia may have strong competitive advantages, …
Weekly Stock Ideas Megathread: Week of August 24, 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 …
SPGI fell ~5% on a miss that was the Mobility spin
I noticed S&P Global dropped about 5% after Q2 on a "miss" and a \~10% "guidance cut." I don't think that's what happened. Mobility left on July 1. The new $17.50–17.75 guide is continuing ops. The old $19.40–19.65 included Mobility. The company got smaller on a scheduled date. The remaining …