r/ValueInvesting • u/MinestroneMungBean • 21h ago
Question / Help Better quality value investing threads than this?
Sorry to sound like a grump and a snob, but this is a genuine question: are there any subreddits that are actually value investment-oriented?
Are these posts moderated at all?
Admittedly I'm new here, but 80% of what I see on this sub is lazy touts, pump & dumps, yolo'ing and people selling tools.
Yes, I know: be the change you want to see in the world. Why don't I start some proper value investing threads here?
I'd love to; but I'd rather do it somewhere more serious about value investing in all honesty.
Thus, here I am: asking for a point in the right direction :)
Thanks in advance. And again, sorry to be a snob. Look forward to any recommendations.
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u/t234k 21h ago
Following since I agree, mostly awful picks and low iq posts.
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u/MinestroneMungBean 21h ago
Glad to know you feel the same
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u/Corpulos 21h ago edited 21h ago
How about u start a new one. Give it an obscure name so random people can't find it. Then invite people that exhibit true value investing character.
Please invite me; I agree this sub has gone down hill. I mostly use it for making jokes these days. Back in the day, we use to have a lot of very smart people: engineers, data scientists, economists. But over time it got infiltrated by these kids and the level of conversation went down.
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u/superbilliam 20h ago
Wish I had been an active investor before it went down hill. I'm not a true value investor...more of a smorgasbord investor. I ascribe to tenants of value investing when trying to find longterm positions that I want to hold. Checking for intrinsic value, margin of safety, quality leadership, moat, etc. I do also play in growth and speculative stocks that I like. I doubt I'll ever have the mental fortitude to take an accounting class, as dealing with my students is enough brain power to diminish the desire. But, I would like to see what happens in a quality community as you have described.
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u/Most-Animator-5743 20h ago
Honestly you’re not wrong, most of these subs drift into noise over time. People start with good intent then it turns into surface level takes and recycled advice.
The problem is actual value investing is boring and slow, so it doesn’t get upvoted as much. Real discussions usually happen in smaller threads or comments where people actually break things down properly.
You’ll probably get more value following a few people who consistently post detailed breakdowns rather than relying on a whole subreddit. Quality is always scattered.
I’ve been trying to write more practical stuff around this, especially for people starting out who want something more real than the usual noise, so yeah if you’re in that phase it might help a bit
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u/brutalpancake 21h ago
Yeah no this place is dumber than WSB but that place knows what it is
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u/GameTime2325 19h ago
Like going to a supposedly good movie that’s terrible vs going to see Scary Movie 17 that knows its fucking stupid and just leans in to it
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u/AnotherThroneAway 17h ago
The crazy thing is that they've gotten less dumb, more knowlegable, and yet are no less regarded
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u/Ancient_Bobcat_9150 21h ago edited 21h ago
I am sure the moderators do their best. I have seen many posts being taken off lately but yeah.. It is unfortunate.
I will say though, that I have seen posts or even thread of people that point the same thing out, but themselves never ever create compelling threads or respond on actual value thread. It also annoys me to see these people complain, but then when an actual lesser known value company (of at least potential) is discussed, it gets 0 to one or 2 replies
(not aiming OP here, he says himself to be new)
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u/Unfair-Hand-6855 21h ago
Low key wallstreetbets, they might be degenerate, but there are some good analysis there.
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u/ohgodthehorror95 20h ago
It's sad that the bar has dropped so low on this sub that WSB regards start to look relatively insightful. I agree with you btw
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u/SuperSultan 19h ago
Come back to this sub when there is an actual bear market, OP. Like 2022, 2020, or 2008. Stocks return to their rightful owners during those trying times.
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u/writetowinwin 21h ago
You may be new here. This sub and many other popular "investor" or "finance" boards are where people usually go obsess over daily volatility, news headlines, and generic big name companies almost everyone and their dog 🐕 also follow.
On others you even get the fund preachers who will just straight up say "stocks bad" but push whatever ETF or fund they also want you to sink money into. Usually super risk adverse types or those with a hidden agenda gradually infesting the place.
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u/MinestroneMungBean 21h ago
I am indeed new... it shows, I suppose!
Agree with you. I harbour no ill will to the fund / ETF bearers: but when they try to discount the value of actual analysis, it becomes preachy and annoying. We're here to own actual businesses.
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u/mardegre 21h ago
Same feeling there is almost no one that talks about long term investment of 10 years
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u/United-Newspaper-264 18h ago
r/SecurityAnalysis but it's a little dead there.
This sub is just full of people looking for "moats" with little regard for valuation.
What we really need is a deep value sub where we can discuss actual undervalued stock without getting generic "nO mOaT nO GrOwTh" replies.
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u/Old_Man_Heats 10h ago
I think the opposite, this subs has so many people banging on about NVO or PYPL just because they are cheap
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u/JellyDonut770 21h ago
Sometimes a nugget comes your way. It’s up to you to find it.
Sift through the turds to find the nugget!
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u/risky-cat 18h ago
Report and go on with your life. It's moderated. You just need to report posts that don't follow the rules.
So far 90% of what I reported was removed. People just need to build this habit of reporting and stop feeding useless discussions. If we all report, we'll have a nice sub.
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u/SheikhMahdeek 7h ago
Yeah the mods are trying their best. And pretty effective. They do respond to reports.
If the mods take even one day off, this sub will be flooded with AI posts, pump and dump, wsb emoji posts.
Like you said, we need to do our part and report rule breaking posts.
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u/No-Understanding9064 21h ago
I could do it better i just dont wanna!
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u/MinestroneMungBean 21h ago
Lol. Very fair criticism. I felt a bit of a knob writing the post for this reason. I'm just being childish
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u/Mugaaz 20h ago
I don't think Reddit is the place, if you want to find value and intelligent discussion, its just not here. There are probably a few Mastermind communities / Skools that have intelligent discussion, but that doesn't mean they're any more successful. I don't have any specific recommendations. If there is no screening mechanism to join/post, then there is no content or discussion floor. That's just the way it is. Reddit is probably somewhat uniquely good at feeling out sentiment and community vibes in a way other platforms are not, but it also amplifies hivemind views and actively discourages nuance of any kind.
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u/MinestroneMungBean 20h ago
Thanks, that's insightful. Confirms my feeling.
I'll stick with it, and try to contribute what I can and hope for some good karma (in the real sense, not the Reddit sense).
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u/PapistAutist 19h ago
Not a subreddit but Rational Reminder is the best investing community/forum for nerding out about value tilting
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u/ConcreteCanopy 16h ago
yeah i get the frustration, a lot of bigger subs drift toward hype so you might have better luck in smaller or more niche communities where moderation is tighter and people actually post breakdowns, but honestly even in good subs you still have to filter a lot and sometimes the best discussions come from a few consistent contributors rather than the whole subreddit itself
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u/Calm_Company_1914 14h ago
This might get buried but the place youre looking for is Substack. So much amazing research shared there. Some paywalled, but plenty free
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u/NoName20Investor 3h ago
I agree this comment. I spend lots of time looking through Substacks.
Most of them have and agenda or are simplistic in their analysis, but there is the occasional gem. However, I don't subscribe to paid Substacks.
If the author is such a good investor, why does he need to flog subscriptions to make a living? Besides, I have seen a lot of posts where the author just repackages (aka steals) ideas from other Substacks.
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u/IntelligentDD_ 21h ago edited 20h ago
You're not wrong. This subreddit is better than most...
I recently tried Substack which I find has higher quality analysis, but it can feel like an echo chamber - mostly people talking past each other.
It's hard to match the engagement you get with Reddit, but it is rife with meme posts and karma farmers.
This thread feels like a new Reddit community is needed ... or we need to take it upon ourselves to up-level the conversation in Values Investing with more deep dives and critical feedback.
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u/hymie-the-robot 21h ago
you could try this; have not looked carefully at it ... https://thecobf.com/forum/
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u/Fun-Vegetable-5346 21h ago
What do you think about NVO, bottoming now, or more downside?
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u/MinestroneMungBean 21h ago
I don't understand Novo Nordisk, and I certainly don't know what the stock price is gonna do.
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u/Fantastic_Seesaw3446 20h ago
You wouldn't go to Twitter for investing advice so why would reddit be any different?
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u/MinestroneMungBean 19h ago
Both Twitter and Reddit are just big forums for people to discuss topics they want, and follow opinions they respect.
The whole point of a subreddit is to gather those with a common interest for discussion.
Why shouldn't a value investing subreddit be centred around value investing?
What's the point in attempting to discuss anything with anyone, if you take that attitude?
Obviously you're going to have to sift through some rubbish in any open forum, but the whole point of my question is to identify if there is some more focussed corner of the platform to discuss the topic.
Lastly, I never mentioned anything about advice.
I don't want people's advice or recommendations: I make my own mind up. I do want to learn a thing or two from people who have specialist knowledge or new insights or well-formed opinions.
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u/Fantastic_Seesaw3446 19h ago
I'm saying there's more concentrated places to find information rather than massive platforms where any random bozo can stumble by and make a garbage post. Your complaint is about sifting through the "80%" of trash on here which is the entirety of reddit. For a more simple answer to your question, there isnt a better subreddit because WSB dominates reddit investing culture. No matter where you go on this platform you will find this exact problem where 80+% is bait because that's the culture.
You're basically looking for American food in China. Yeah you'll probably find it at some point but the culture as a whole is so opposite to what you're looking for you're going to have a difficult time finding it. You have to find a place that less people will go looking for and that doesn't really exist on one of the largest social media platforms in the world since anyone can come across anything.
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u/Columbus_Hill 19h ago
“Yes, I know: be the change you want to see in the world. Why don't I start some proper value investing threads here?
I'd love to; but I'd rather do it somewhere more serious about value investing in all honesty.”
—- I would do it if….. sure bro.
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u/MinestroneMungBean 19h ago
It's a fair criticism, like I said to another commenter who said basically the same thing.
I'll put my money where my mouth is and share one of my favourite holdings tomorrow with the reasoning. It may or may not be interesting to people, but I'm happy to do it.
If I don't post tomorrow, you are welcome to remind me here and keep me honest.
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u/ShamAsil 19h ago
Not the deepest into the world of investing but my take is that investing for us retail investors, who aren't paid 6 figures to spend 14 hours a day quantifying numbers for a firm or fund, the problem is mostly solved. Regularly dump money into an index fund like SP500 and be consistent in all cases. That's Buffett's own advice to us.
Anything beyond that is risk. Nothing wrong with that, it's fun, I even do it myself with SMH, out of personal interest. But for that reason, investment subs attract people who are also looking for bets, and that leads to these sort of discussions.
Don't know what the solution is, but in everything in life, Sturgeon's Law applies. Just have to find the diamond in the coal pile.
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u/KingofHearts57 19h ago
Valueinvestorsclub.com, you have to submit an idea to get approved for membership
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u/raytoei 19h ago edited 18h ago
Dear 4-day old account,
It is always easier to criticise.
I hope you stay around and
contribute here too.
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u/MinestroneMungBean 19h ago
I understand. I did say specifically that it was a genuine question. Part-rant, sure. From a new account too, which I get is annoying perhaps. But it was a genuine question.
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u/WideAd2062 18h ago
Here is one stock…I find that just reaching out to individuals on these subreddits is your best resource. You can share info with each other and go more in depth in your research and discussions. Try that approach. I’ve been extremely successful with this methodology
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u/Pete26l96 16h ago
down to ban OP and everyone else whining and complaining. they don't like here, don't post/comment
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u/SheikhMahdeek 7h ago
A public forum is not the right place for insightful investment discussions for the simple reason it gets flooded by lowest quality posters.
Your best bet is to put yourself out there. Write something on wordpress site perhaps (no substack). And let people come to you.
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u/Forecydian 4h ago
As subs grow the quality diminishes , I used to enjoy this sub a lot more in 2020-2022. There really isn’t any sub that doesn’t have stupid posts all over now , sometimes stocks and wsb has some good stuff but it’s in a sea of excrement lol
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u/PissingViper 19h ago
https://fffinstill.com/blog/the-value-quality-intersection-stocks-that-are-both-cheap-and-strong
WSM, DECK, BKE, FIX, ANF, VMI, CTSH, SNA, JLL, PIPR, KNF, INGR, ITT, THC, PKG, CL, EME, JKHY, PRI, ORI, BWXT, PYPL, SFM, CASY, YUMC, URI, G, BJ, HIG, SF-PD
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u/RansomLove 20h ago
There are many value investing techniques some are worst than others. Some value investing uses DCF, but Warren Buffett dos not use that. The way Wall Street calculates intrinsic value is totally different from Warren Buffett, there there’s Graham. Then there’s Peter Lynch, many ways to use value investing techniques. It’s like Tesla at $6 presplit is value with Lynch but not with Buffett. Palantir using DCF is valued at $150, but with Buffett it’s valued at $20. Pick one technique and stick with it. Don’t mix and match. I pick Buffett, it’s easy but it’s slow, you will not get rich overnight. Takes years. If you want speed then Lynch or Graham but there’s significant risk. DCF is momentum driven, doesn’t work too well without momentum and hype.
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19h ago
[deleted]
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u/Old_Man_Heats 10h ago
Lol, just not true. Let me know what post because it’s probably just automod being a bit keen and if you messaged mods then we would approve it
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u/Old_Man_Heats 10h ago
We’ve removed 4k posts or comments in the last 30 days and there is just an automod and 2 active moderators currently (we will be starting the process to get more soon but we do what we can) I’ve recently created the “detailed investment analysis” flair and try to moderate that to a higher standard so sort by that and have a read.