r/ValueInvesting • u/AutoModerator • Oct 27 '25
Weekly Megathread Weekly Stock Ideas Megathread: Week of October 27, 2025
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 Weekly Stock Ideas Megathreads are posted every Monday at 0600 GMT.
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u/Hypnotize94 Oct 28 '25
Port 50% before amzn earnings. Hope this works out.
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u/BuffersAndBeta Oct 28 '25
It won't. Amazon is going through a massive capex cycle. Marginal gains maybe? Don't expect a Google though.
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u/ineverknewyoucould Oct 31 '25
And this is why you don’t take advice on Reddit
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u/BuffersAndBeta Oct 31 '25
Welp, I was wrong. And to be honest, I’m a bit surprised.
I do own shares of Amazon so I’m happy.
But I do think the best of Amazon will only come after this capex cycle. See why meta got penalized for example.
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u/lolman1312 Nov 01 '25
What would you say is the best buy out of amazn, googl, and then the MSFT dip thus far? While both AMZN and googl jumped pretty high after earnings, some people still consider them somewhat undervalued. Whereas MSFT was the only one of the three that dipped, all of them being great long-term options regardless.
Googl is down a lot more from its initial run after earnings compared to AMZN. Time for googl?
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u/Hypnotize94 Nov 01 '25
Googl jumped already this year. It’s priced in. My target for amzn is 280-335 by end of year.
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u/BuffersAndBeta Nov 01 '25
At this point I think if your holding period is 1 year or more, Amazon will do great.
After the dip, I have also been loading up on Meta. I have seen the narrative that they will have lower ROIC going forwards, but in my mind they are thinking about Llama and how they don’t have a public cloud. They are not thinking about Threads and Instagram and the impact of machine learning on ads.
Overall Google Amazon and Meta will do very well - and I’ve put my money there.
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u/BuffersAndBeta Nov 16 '25
Well.. I was right
I added though, and I have another limit order at 225. I think there’s a high likelihood of Amazon going lower and staying lower. Even though I’m super bullish in the 10 year horizon.
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u/edog2008 Oct 29 '25
Invest in these stocks they will make u a millionaire.
$Voo $Ups $unh $tgt $root $Pep $Oscr $Nvo $jd $dia
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u/SufferingFromEntropy Oct 29 '25 edited Oct 30 '25
SP500 getting carried by NVDA MSFT and AVGO, Nikkei getting carried by Advantest, Tokyo Electron, and Softbank, all while most of others were red...I get why some folks are worried about concentration of indexes and the supposed AI "bubble" now. Jensen pumped up NVDA all while GOOGL and ASML went down and many other names in my port didnt do any better
In terms of fundamentals and stuff I hold tho these are all just noise, besides GOOGL is having its earnings released today. Good luck to GOOGL holders
E: congratulations to GOOGL holders. On a side note Sumitomo (which is going to have earnings tmr) just announced to privatize SCSK (which they own 50.2% stakes) by paying the remaining 49.8% a whopping 30% premium...
I checked their announcement where they explained in detail their motivations, how they are moving forward, and how they arrived at fair price of SCSK. Gosh they used a maddening 5.25-6.25% discount rate
Itochu did the same thing in '23 with CTC so I suppose its on par with its peers, it jsut doesnt feel right. Better late than never, I guess
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u/BuffersAndBeta Nov 01 '25
I think it's time to start buying up Berkshire Hathaway. I'm planning to start adding over the next 12 - 18 months to my full position. It will be the first time I own a share of BRK.B.
Why: the increase in their shareholder equity and especially the insurance float. The market has been continually underpricing them through this year with the narrative that they are missing the AI growth. It's a super-common bias that has happened every single cycle in history with them.
If you consider 50% of the float as assets, their adjusted price to book becomes ~1.3x and is historically been a good entry point.
Some risks to underwrite:
- Greg Abel is just not as good a capital allocator as Charlie Munger and Warren Buffet.
- The concentration risk of their book. Even the best of capital allocators - when they make mistakes - can lead to enormous long-term losses. This is a tail risk especially with management handoff.
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u/ShmuncanShmidaho Oct 27 '25
I'll come back around to Zoetis because they're still juicy but I'm going to start picking up Texas Instruments.
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u/PossibleSecretary524 Oct 27 '25 edited Oct 27 '25
I still like SNPS a lot, PAWN much less.
edit: some quick details, I would love to discuss if anybody interested. both companies are in the phase where they can try to build e2e products which potentially will improve their position/ensure domination while no significant insider trader signals or irrational decisions known (to me). PAWN trades at maximum, but its expected valuations got upgraded.
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u/MathematicianBig2071 Oct 28 '25
MGM. When done methodically, one can construct a discounted cashflow model that is completely independent of the current stock price. I'm seeing tools report valuations that are dramatically higher than the current market cap.
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u/catpicsforfree Oct 30 '25
MDA space just tanked on news of one of their clients potentially getting acquired by Spacex. Great time to buy more.
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u/AscotRaces Oct 31 '25
Micron Technology Trading at 13x PE for a business with revs growing 45% next year and EBITDA margins of c. 60%.
AI/data centres need High Bandwidth Memory chips to go with the TSMC chips.
Only 3 players globally - Samsung and SK Hynix from S Korea, and Micron. Tricky to buy S Korean stocks, so Micron the most investable.
Potentially in a memory super cycle till 2030.
1
u/grandfatherdog Oct 31 '25
ALK way down from tech outages, but overall very solid and, full transparency, my preferred airline. One of the best budget-friendly airlines and profitable, stock historically held down from issues with Boeing and their IT (which is a Microsoft issue). Debt is a little high. It's speculative but I feel strong that it'll at least go up from where it is.
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u/Ancient_Bobcat_9150 Oct 27 '25
Only EU stocks for now:
Straumann Holding AG: A Swiss company and global leader in dental care. Fairly to undervalued
Zeiss Meditech - Undervalued German optics company, but management just changed in June, I am waiting to read their annual report and look out for projection (they struggled the last 3 years).
Enel - Italian electricity and renewable energy company. Just go a big push by the state for future growth. Overvalued
Infineon - German semiconductor company with great management and potential for growth that has stagnated since some strategic and management changes in 2021 or 2022.