Reddit: DCF Valuation
Reddit’s DCF values shares at $225, driven by international ARPU expansion from $2.2 to $8.3 by 2035 and 38% operating margins.
Friday, September 25, 2026
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From X
A Capital on X
@WaterworldCapi1 @madthunderdome $TLN - Josh Shapiro will privatize it.
Cluseau Investments on X
Blackjack 21 Index (favorite collection of global banks and insurers) jumps to +38%, 36% ahead of $XLF Notable ATH's: Juroku Financial, Mebuki Financial https://t.co/HIBUQ57PBF
Trevor Scott on X
New low on $NKE -2% off BofA downgrade "Nike’s innovation continues to be overshadowed by pressure on its classics business." https://t.co/ClkHft164S
AltayCap on X
@rubicon59 Problem is $APP is in the "this might be a total scam" bucket. If it's not, yeah it's cheap. I'm not so sure. Could be wrong, but it never smelled right to me.
Lee Roach on X
You guys are sleeping on $GME https://t.co/i9EzDPRTz1
Barbarian Capital on X
GoDaddy receives takeover offer from maker of Norton antivirus software $GDDY https://t.co/mVxICV9LMa
Barbarian Capital on X
Darden Restaurants Posts Sales Gains but Profit Slips on Higher Expenses $DRI https://t.co/gf0C60Y1T6
Investor Letters
All letters- Janus Henderson Investors July 2026 NXT $12BTKOMY $98B
- Asset Value Investors Ltd July 2026 UNVGY $26B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
- Lindsell Train Limited July LDNXF $52BSGGEF $12B
- Protean Funds July 2026 EVGGF $15B
- Dodge & Cox Stock Fund six-month period ended June 30, 2026 AJG $59BCHTR $13B
- Broyhill Asset Management second quarter FCNCA $23BIQV $43B
- Artisan Partners Q2 2026 ALAB $62BAS $16B
Ciena & Fabrinet: The Road Ahead for Optics
Ciena and Fabrinet benefit as AI clusters require high-speed optics within and between data centers, through networking systems and…
Formula 1: Liberty Media’s Drive for Success
Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.
Atlassian: A $140 Billion Market Growing At 14% Annually Creates A Massive Opportunity
Atlassian targets a $140 billion market growing 14% annually, with Rovo reaching 5 million monthly active users and assisted actions rising…
Muhammad Cheema 
CoreWeave, Inc (CRWV)
CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…
Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH
Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…
Reddit's Valuation Is A Compelling Opportunity: Upgrading To Strong Buy
Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…
Fountainhead 4 clicks
Credo Technology: New Position in My Private Portfolio
Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.
Copart's Return To Growth Starts Now: Adair's $1.9B Bet On ACV Auctions
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
Robert J. Lake 2 clicks
GameStop Is Extreme Deep Value
GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…
A2Gold: Research Note
A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…
OTIS · long Otis Worldwide CORP
Otis Worldwide's largest global elevator installed base generates 95% recurring revenue, with service margins above 90% supporting a…
Cerebras June 2026 Earnings
Cerebras faces shareholder criticism over $700,000 to $850,000 WSE-3 rack pricing, alleged packaging-yield losses and SRAM-based KV-cache…
Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?
Charter’s $11 billion to $8 billion capex plan may not be durable as copper-network upgrades face fiber competition, while CHTR shares have…
Apollo and what even is private credit?
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…
Precision AI
Adobe’s licensed vector data, corporate workflow integration and compliance framework could give it an edge in precision AI as frontier…
Intuit deep dive
Intuit’s QuickBooks, TurboTax and SMB ecosystem face AI-native challengers, tax-filing disruption and pressure on payroll and payments…
Weekend Digest #346 (AVAL, SpaceX QQQ & Passive Indexing, CBOE Vs. Kalshi)
Grupo Aval has doubled from entry, with further upside tied to Colombia’s new government.
What I've Been Reading
Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.
The Cheapest Toll Road in the AI Economy?
A U.S. last-mile telecom network trades at 3.9x trailing earnings and 5.7x TEV/EBITDA, with AI traffic growth, capex normalization, merger…
Under The Hood - Rollins ($ROL)
Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…
Publications we follow
Every publication on this site, hand-picked.
Newsletters 93
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
- Altay Capital - Mostly Value Investing
- AmsterdamStocks
- Aurelion Research
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- Bearhold Research
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- Behind the Balance Sheet
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- Bilbel's Substack
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- Brevarthan Research
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- Daniel Romero
- Deep Value Insights
- Doomberg
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- Easy Value
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- Exploring with Alluvial Capital
- Fabricated Knowledge
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- Global Outperformers
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- Hated Moats
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- Hidden Rock Capital's Newsletter
- Ian’s Insider Corner
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- Kairos Research
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- Latticework by MOI Global
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- Multibagger Monitor
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- smallvalue.
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- Underlying Value
- Value Don't Lie
- WHAT ARE WE DOING? “Contrarians At The Gate”
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Blogs 12
Seeking Alpha 42 of 199
Albert Anthony
Andres Veurink
Bay Area Ideas
Capital Connoisseur
Deep Value Investing
Dhierin Bechai
Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy
Khaveen Investments
LL Insights
Long Player
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research- Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Sorrento Research
Stephen Ayers
Steven Fiorillo
The Alpha Analyst
The Asian Investor
The Bullionaire
The Curious Analyst
The Supercycle Investor
The Undercovered Dozen
Value Capital Research
Vishal Jadaun
X accounts we follow
Every account on this site, hand-picked.
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A Capital
Adam D. Wyden
AltayCap
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1 Main Capital
- 1851 Capital
- Advisory Research
- Aegis Value Fund
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpine Capital Research
- Alpinum Investment Management AG
- Andrew Hill Investment Advisors
- Andvari Associates
- Angel Oak Capital Advisors
- Ariel Investments
- Aristotle Funds
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Auxier Asset Management
- Azvalor Asset Management
- Baird Equity Asset Management
- Baron Funds
- Berkshire Hathaway
- Biglari Holdings
- Bireme Capital
- BlackRock
- Blue Tower Asset Management
- Brasada Capital
- Bretton Fund
- Brighton Jones
- Bristlemoon Capital
- Broadleaf Partners
- Broyhill Asset Management
- ByteTree
- Cambiar Investors
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Cedar Grove Capital Management
- Chautauqua Capital Management
- Chilton Capital Management
- Choice Equities
- Claret Asset Management
- Comus Investment
- Conestoga Capital Advisors
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Curreen Capital
- Davenport Asset Management
- Davis Advisors Global ADR
- Davis Advisors Large Cap Value
- Davis Opportunity Fund
- Davis Real Estate Fund
- Diranko Capital
- Distillate Capital
- Dodge & Cox Stock Fund
- DoubleLine
- East 72
- Easterly Asset Management
- EdgePoint Wealth Management
- Evolve Private Wealth
- FPA Crescent Fund
- Fairlight Capital
- Fairtree Asset Management
- Fenimore Asset Management
- Fiduciary Management
- Fiera Capital
- Financial Synergies Wealth Advisors
- First Eagle Investments
- Forager Funds Management
- Frank Capital Partners
- Fred Alger Management, LLC
- Gabelli Funds
- Giverny Capital
- GoodHaven Capital Management
- Grandeur Peak Global Advisors
- GreenWood Investors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Greenwood Gearhart
- Grey Owl Capital Management
- Guinness Global Investors
- Halvio Capital
- Harding Loevner
- Harry Qelm Baabsman
- Hayden Capital
- Heartland Advisors
- Highwood Value Partners
- Hinde Group
- Hoisington Investment Management
- Hood River Capital Management
- Horizon Kinetics
- Hosking Partners
- Infuse Asset Management
- Intrepid Capital
- Invenomic Capital Management
- JM Finn
- Janus Henderson Investors
- Jemekk Capital Management
- Kathmandu Capital
- Kaydan Wealth Management
- Kennedy Capital Management
- Kernow Asset Management
- Kingdom Capital Advisors
- LVS Advisory
- Langdon Equity Partners
- Lansing Street Advisors
- Latitude Investment Management
- Laughing Water Capital
- Leonard Rickey Investment Advisors
- Lindsell Train Limited
- Long Cast Advisers
- Lyrical Asset Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
- Marram Investment Management
- Massif Capital
- Matrix Asset Advisors
- Matthews Asia
- McIntyre Partnerships
- Merion Road Capital
- Miller Value Partners
- Moon Capital Management
- Muhlenkamp & Company
- Myrmikan Capital, LLC
- Nelnet
- Next Century Growth Investors
- Night Watch Investment Management
- Nightview Capital
- Nixon Capital
- North Sky Capital
- O'Keefe Stevens Advisory
- Oakmark Funds
- Oldfield Partners
- Ophir Asset Management
- Optimist Fund
- Orange Investment Advisors
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Pittenger & Anderson
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- QuantStreet Capital
- Quercus Fund
- RF Capital Management
- RGA Investment Advisors
- Regency Wealth Management
- Rewey Asset Management
- Right Tail Capital
- RiverPark Funds
- Riverwater Partners
- Robinson Capital Management
- Rowan Street Capital
- Royce Investment Partners
- Saga Partners
- SaltLight Capital
- Sequoia Fund
- Shelton Capital Management
- Smead Capital Management
- Sound Shore Management
- Southeastern Asset Management
- SouthernSun Asset Management
- Stone Sentinel Capital
- Stonehearth Capital Management
- Summers Value Partners
- Sustainable Growth Advisers
- TIFF Investment Management
- The London Company
- Third Avenue Management
- Troy Asset Management
- Tweedy, Browne
- Upslope Capital Management
- Vision Capital Fund
- Vltava Fund
- Vulcan Value Partners
- Warden Capital
- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- White Brook Capital
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
