33 pts · 38 comments · u/Electrical_County_61 · 2026-04-28 11:17 UTC Captured by scrape-reddit from r/ValueInvesting

Im currently up on my Microsoft call. I have a feeling it will go well but I still wanted to ask your opinions before earnings. Please don’t say unhelpful stuff if you have no idea about the stock. I’m really here for a discussion. 108 pts · 121 comments · u/Alex_Yilmaz · 2026-04-28 00:23 UTC Captured by scrape-reddit from r/ValueInvesting

"Follow the insiders" is one of the most repeated ideas in retail investing. There's been a lot of studies published linking insider purchases to excess returns and there's good reasoning why it should work. Afterall company executives have the best insight into their own company's performance and as Peter Lynch said "Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise". I'm particularly interested in the direct purchase transactions, when…

I was wondering your guys thoughts on the undervalued stocks right now, I would say SAAS stocks like NOW, ADBE, and CRM, all still growing, with NOW growing 20% and 96-97% renewal rate, and almost impossible to companies to switch of off them because it would cost so much, and ADBE showing no signs of disruption but instead seeing firefly help to accelerate growth again, an CRM being the old but gold 10-12% grower with zero signs of disruption, only thing these companies really need to worry about it integrating…

260 pts · 74 comments · u/andix3 · 2026-04-28 15:23 UTC Captured by scrape-reddit from r/ValueInvesting

I’ve been thinking about how companies such as Costco, Apple, or even Domino’s usually trade at high multiples. On one side, the quality of the business and consistency justify a premium, but on the opposite side, returns in the future seem limited if you pay too much. For long-term investors, how do you personally balance quality vs valuation? Do you wait for the stock to drop a little, tolerate lower returns, or avoid them completely? 26 pts · 40 comments · u/Kdub567 · 2026-04-27 17:09 UTC Captured by…

This post will get a lot of downvotes because most of you are heavily invested in momentum stocks, eventhough we are literally on the value investing sub (the first reason why this market is so idiotic). It's so obvious the current valuations of tech stocks will be unsustainable in the future. Does everyone actually believe that 5-10 years from now, there will be trillions pumped into AI every single year? Because that's what the current valuations suggest. Where will this money come from? Who will be the…

399 pts · 103 comments · u/andix3 · 2026-04-27 14:10 UTC Captured by scrape-reddit from r/ValueInvesting

Hadn’t initiated his positions long ago and he doubled down on them already. Also initiated a new position in Microsoft. Very curious moves. Just has to be contrarian doesn’t he? What do you guys make of the moves. I’m sure anyone bagholding the stocks got a little smile on their face right now. Ya’ll needed some hope Imagine buying PayPal and Adobe in the year 2026? Idk. Sounds big yikes to me. Is he just seeing the same thing as this sub? 41 pts · 67 comments · u/Trenbolone-Papi2 · 2026-04-27 22:57 UTC Captured…

We’ve all heard the narrative: the "SaaS-pocalypse" is here, and AI agents are going to destroy software seat usage. I hold the conflicting belief that the market usually knows more than I do, but I wanted to see the physical reality. I got tired of Wall Street's "Adjusted EBITDA" nonsense, so I wrote a Python script to ingest 15 years of SEC filings for 1,400 stocks. I calculated True Free Cash Flow (Operating Cash Flow minus CapEx minus Stock-Based Compensation) to see who is actually printing physical cash,…

75 pts · 15 comments · u/andix3 · 2026-04-27 18:49 UTC Captured by scrape-reddit from r/ValueInvesting

Is anyone here buying CSU? CNSWF is now at $1774, a 50% drop for a solid good quality company from it's all time high literally just one year ago. I think it has strong leadership and actually good investors that I know are buying it. CSU is one of those companies that are ACTUALLY not replaceable by AI. 101 pts · 125 comments · u/Exact-Advantage-3190 · 2026-04-27 01:00 UTC Captured by scrape-reddit from r/ValueInvesting

Bloom Energy trades at $63 billion on $2 billion in revenue. The market figured out that on-site power cells can get a data center online in 90 days while the grid takes 4-7 years. It was a Simple thesis that led to an enormous re-rating. But a data center doesn't just need watts. It needs cooling. Cooling is 30-40% of total facility power consumption. Increasingly, date centers try and convert waste heat from power generation into cooling via absorption chillers, to reduce costs. This is where the comparison…

I’ve always been a bit reticent about opening a position in Microsoft, mostly due to concerns I had about how entangled with OpenAI it had become. I’ve always liked other parts of the business (Azure, Microsoft 365, etc.) and it’s been on my radar for a bit but that hangup always stopped me from pulling the trigger. Changed my mind today off the news that they would be stopping revenue sharing with OpenAI as part of a wider set of changes to their partnership and bought 30 shares. I was if anyone else had similar…