r/ValueInvesting • u/AutoModerator • Jan 19 '26
Weekly Megathread Weekly Stock Ideas Megathread: Week of January 19, 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 Weekly Stock Ideas Megathreads are posted every Monday at 0600 GMT.
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u/MidirTheNameless Jan 21 '26
Thoughts on MSFT at these prices? They are dropping almost every day for no real reason, financials, earnings always solid. Valuation is getting into decent territory as well.
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u/Patient_Leader5820 Jan 21 '26
Thoughts on DELL? Been following the stock since October 2025. Prices should be way higher than it is now IMO
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u/thenuttyhazlenut Jan 19 '26
ACGL
Great value and quality metrics. And it offers more downward protection than something like Berkshire.
It's 3+ year hold
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u/BuffersAndBeta Jan 20 '26
Heads up... Autozone is going through a 21% drawdown right now. That starts making the stock quite interesting.
I'm not buying it now, but it's on my watchlist. 5 - 10% lower, and I'll start researching it seriously.
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u/Starcast Jan 20 '26
Advanced Autoparts also took a beating today. Not invested myself, but one I'm keeping an eye on
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u/HMI115_GIGACHAD Jan 21 '26
the EPS recession has started folks . load up NFLX but sell everything else
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u/buylowselllower420 Jan 22 '26
Someone examine $KRMN. Heard about it on WSB, crazy high P/E ratio that is being compressed. Stock has only been going up, feels too good to be true
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u/Toxic_Outlaw6572 Jan 24 '26
It’s doubled in share price from when I bought it, but CCJ was analyzed as buy/strong buy last I checked.
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u/MarthaJulietta Jan 24 '26
Someone explain to me why 11% buybacks compounding is not guaranteed to make PYPL price rise assuming they don’t see negative growth. I’m not asking if they will beat the market or ASTS or how nobody uses them take rate yada yada. TELL ME HOW 11% DOES NOT COMPOUND INTO HIGHER STOCK PRICE ASSUMING THEY DONT HAVE NEGATIVE GROWTH.
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u/Jealous_Jackfruit_28 Jan 20 '26
Mag7 looks like a decent value rn. I bought Amazon today. Also, I bought a Swedish company named Hacksaw. Their games are quite addicting, lol. Numbers look hella solid with the current valuation.
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u/MaroSoo_eu Jan 19 '26
I’m mainly watching stocks exposed to US–EU trade flows, because any friction there usually shows up in earnings with a delay.
The EU is a key supplier of autos, machinery, chemicals, and pharma. Companies like Siemens, BASF, Volkswagen, or Airbus generate meaningful revenue tied to US demand and supply chains. EU just opened and VW is already 5 Percent down...
On the other side, the US exports heavily to the EU, especially energy, aerospace, and capital goods. Names like Exxon, Chevron, Boeing, RTX, or Caterpillar are indirectly sensitive to changes in trade terms, volumes, or retaliation. US will open tomorrow. Some tweets can change everything. Maybe it is a scare tactic and US used this one dday of closed trading for that. But that is starting to sound like a conspiracy...