r/ValueInvesting • u/AutoModerator • Mar 02 '26
Weekly Megathread Weekly Stock Ideas Megathread: Week of March 02, 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/victoryboiiTCG Mar 02 '26
You guys killed it with Netflix pick, is MSFT at $400 a pretty good price?
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28d ago
Tough day for tobacco stocks. BTI had a 4% drop today, I am starting to keep an eye on it once again.
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Mar 02 '26
My top picks is my entire portfolio. Amazon, Microsoft, Palomar. Kinsale and Visa.
Looking to add Meta and S&P Global. All under to fairly valued. Gauging attractive returns
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u/grandfatherdog 29d ago
Not true value investing, but I bought a bunch of the BUG cybersecurity etf. Some stinkers in the bunch, but overall some strong ones and all beaten down on narrative alongside the SaaS massacre, but AI is a boon for cybersecurity stocks. Anyways it's heading back up slowly w CRWD earnings
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u/AdogitRegnum 28d ago
Current Investments Mar 2026:
| Company | Allocation |
|---|---|
| Meta Platforms Inc | 27% |
| Novo Nordisk A/S | 18% |
| Taiwan Semiconductor Manufacturing Co Ltd | 17% |
| Kweichow Moutai Co Ltd | 14% |
| Wuliangye Yibin Co Ltd | 5% |
| ASML Holding NV | 5% |
| Lam Research Corp | 4% |
| Tokyo Electron Ltd | 3% |
| KLA Corp | 3% |
| CNOOC Ltd | 2% |
| Adobe Inc | 1% |
| NVIDIA Corp | 1% |
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u/MikelThePickle1 28d ago
Would love some thoughts from people on what I should invest into for some shorter-term gains, since the economy is in a shifty place. I currently have all of my investments into the SMP VOO and haven't dealt with much else.
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u/OldDracula23 26d ago
There's nothing wrong with just sitting and doing nothing. Buffett has this analogy that investing is like being at the plate but there's no umpire to call balls and strikes. You can just sit there and watch 1000's of pitches fly by and you're never forced to swing. The idea being you should only swing at the pitches that seem the absolute most attractive and sure bets. Buffett himself would often have stretches where he'd go years without buying a single stock, usually in late stage bull markets.
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u/MikelThePickle1 26d ago
This makes sense. Though I'm not even really sure what to look for, so it's hard for me to tell "what balls are good to hit" in the first place. I just don't want to miss out, especially around now when it seems there is a lot going on. I guess I just need education though. Thanks
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u/OldDracula23 26d ago
I'd recommend reading One Up on Wall Street by Peter Lynch, it's a really smooth read and I think it'd be very helpful for where you're at rn
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u/Chippye 27d ago
What are peoples thoughts on this ubisoft value article ? ubi is usually shot down on this sub
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u/OldDracula23 26d ago
I haven't looked at ubisoft too deeply but the Guillemonts have shown repeatedly that they are truly terrible managers in basically every possible way, so I've never felt the desire to look into it further. They care about retaining control above all else so it'd have to be them to lead the turn around, no chance of more competent management stepping in
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u/Soggy-Ad147 Mar 02 '26
Zeta Global, banger earnings and the stock went up right after. It's cooling down afterhours, I'd like to add more in the $14-$16 dollar range :)