Posts
Selling UNH at 31x P/E to rotate into beaten-down quality tech/software?
Hi everyone, I’m up 45% on UNH with an entry price of $298 . At the current $427, it trades near 31x P/E, well above its historical 18x-22x mean. Given its massive size and recurring regulatory risks, I feel the upside is capped and downside risk is high at this …
Is ARCC a value play?
It’s basically a financing company for other companies that has a really high dividend. With a yield of 10.7% and a fairly decent chart would this be a good investment? Considering I invest some money into it in an account like a Roth the high yield doesn’t seem so bad. …
WPG.V – West Point Gold runs +18.5% on strong drill hit (66.2m @ 6.57 g/t)
Hey r/ValueInvesting Quick update on **WPG.V (West Point Gold).** On June 23 we highlighted it as a tier-1 US gold explorer (Arizona + Nevada) with a strategic agreement with Kinross and a maiden resource expected later in 2026. Today the stock jumped **+18.5%** after a strong drill result at Gold …
If I had to pick one AI semiconductor outside Nvidia today, I'd probably lean Broadcom over AMD.
This isn't because I think AMD is a lesser company. Quite the opposite, AMD has executed incredibly well over the last few years. EPYC has taken real server share, Instinct GPUs are finally getting traction with hyperscalers, and Lisa Su has built one of the best turnaround stories in tech. …
PYPL and LYFT holding steady in the current market
Hey guys, I hold 500 shares at an effective cost basis of 40 because I entered with covered calls struck at 52.5 usd expiry March 2027. Given that Pypl been holding up pretty good recently in the market I think it’s the next auto zone if you are willing to …
WEN Legit DD: A 10x P/E Value Play With Massive Potential
WEN got my attention after the recent hype into this stock so I did some research on it and here are my findings. WEN is actually a cash generating business and it has great future potential. The price today at $7.xx at 1.4B valuation is actually very cheap today. If …
Flight to Value: You're getting a small preview today as to what is to come...
Today is an excellent preview of the "flight to value" phenomenon that occurs when capital shifts away from high-risk, speculative assets and into undervalued assets with strong fundamentals. AI stocks are going down and the SaaS companies that have been an endless conversation on this subreddit are going up. This …
Is now a good time to sell MU?
I bought a significant number of MU shares in 2025 at $172, and holding them until now has resulted in gains that exceeded my expectations. While seeing my account grow is exciting, I’m now starting to wonder how I should handle this. Do you have any good advice?
there is no scenario where chips keep going up
it's impossible SaaS invest on chip, chip go up either ROI is positive, then people will move from chip to SaaS, chip go down either ROI is negative, then SaaS stop buying chip, chip go down so tell me how investing on chips is not a stupid idea
Tracking Data and Thesis for ADBE/CRM/NOW?
The software discussion is super interesting right now but the community is pretty polar regarding whether software will rebound in the near future or not. For those who own ADBE/NOW/CRM, how do you track new data that comes out on these companies? How and where do you manage your thesis …