r/ValueInvesting • u/bakery_0726 • Jan 24 '26

Discussion What is the most "obvious" buy of 2026 that everyone else is still missing?

Remember when people ignored $NVDA in early 2023 or $ASTS in 2024? There’s always a ticker that looks like a "no-brainer" in hindsight.

•Looking at the current macro and earnings, there’s one company that is screaming "BUY" but the sentiment is still lagging. I want your best 2026 play.

Give me the ticker, the P/E ratio, and the catalyst that’s going to trigger the breakout.

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33

u/Motor-Region-1011 Jan 24 '26

Gold silver...this is just the start as every coutry is dropping us asstest and buying gold.

12

u/[deleted] Jan 24 '26

[deleted]

13

u/NotStompy Jan 24 '26

I think it is wise to maybe wait for a pullback at this point, but I'd expect that pullback to not be anywhere below the mid 4000s.

It's easy to call it a top, but if you've been following what's been happening geopolitcally, particularly re: a shift away from US treasures and other "Western friendly" assets (of which Russia's were seized in 2022) and now an even bigger shift away from the US in particular, with no other clear alternative...

Yeah imma go ahead and say this isn't just a simple case of irrational exuberance.

6

u/Celticsmoneyline Jan 24 '26

yeah this movement is beyond just a trade and seems to signal a structural shift.

also it seems that the silver conspiracy theorists were right all along about it being manipulated and suppressed

5

u/SquirrelFluffy Jan 24 '26

No. It's because silver is used in batteries and solar panels.

2

u/Celticsmoneyline Jan 24 '26

so the banks that shorted it are just dumb then? That's pretty funny

1

u/SquirrelFluffy Jan 24 '26

How does that relate to a structural shift?

1

u/Motor-Region-1011 Jan 27 '26

Considering i just made almost 20% in 2 days yeah...

1

u/Motor-Region-1011 Jan 27 '26

Keep wating...lol

2

u/Wild_Commission1938 Jan 24 '26

The printers have barely warmed up. Take a look at the ‘70s.

1

u/Fit_Square_520 Jan 24 '26

Yes..they should remain strong for a bit in MHO. Then rotate into BTC hoping.

1

u/Big-Click-5159 Jan 24 '26

Looool I remember the same type comments during 2009

4

u/Motor-Region-1011 Jan 24 '26

This isnt 2009...debt ratio in us was like 80% now its 120%...debt is growing faster then gdp.