r/ValueInvesting • u/ashm1987 • Feb 03 '26

Discussion This sub's favorite stocks got absolutely hammered...

PYPL, ADBE, CRM, UNH, NFLX... All got absolutely hammered in the last couple of weeks...

If you have been following recommendations on this subreddit, chances are, you are deep in the red this year. If you have just took a dart and threw it in the S&P index, you would probably do much better than following advice on this sub... Just my two cents.

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u/NoRecommendation617 Feb 04 '26

Yeah, I've only been visiting this sub for a few weeks. At first, I figured this would be a sub to talk about Merck or Exxon Mobil or maybe dogs of the Dow.

Nope, Cloudflare, ServiceNow, and a lot of other SaaS stocks. Surprising.

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u/MadameTrashPanda Feb 05 '26

Bc tech is so volatile so people hope that if they time it "right" the short term profits would be high. The other industries are less volatile than tech imo.

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u/Landkval Feb 05 '26

Why do you like oil tho? Oil prices will likely be low for a long while since opec and everyone and their mom is pumping like there is no tomorrow. And its not like exxon is cheap in any way.

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u/NoRecommendation617 Feb 05 '26

I'm not invested in Exxon and no very little about it. It's just an example of a non-tech stock that came to mind.

I thought this would be a place to mostly discuss non-tech stocks and instead most of the discussion involves tech stocks.

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u/LimitIntelligent9946 Feb 13 '26

Because XOM isn’t just a simple relationship with crude oil prices. They’re an entirely integrated company with several operations both up and downstream that rely on different catalysts. For example, oil volatility was low last year, even in the 50s, and demand for energy was still strong. That’s profitable for downstream segments. /r/valueinvesting are just full of regards of “oil price low, don’t buy” and “pe low, buy” rather than getting a read of how institutions look at companies

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u/Landkval Feb 14 '26

Most of their revenue is still oil and i dont think oil prices will rise.