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1lkm02y | What are your favorite non-popular sectors to invest ? and why ? | Way too often discussions in investment subs revolves around a few types of sectors:
The ones with well-known high barriers to entry (pipelines, railroads, tech like GOOGL and MSFT, pharma until the patent expires, certain industrials like HEICO and TDG, waste management...)
The ones to avoid (high capex, competitio... | 1,750,897,012 | 2025-06-26 00:16:52 | moragisdo | 51 | 72 | 0.97 | Discussion | /r/ValueInvesting/comments/1lkm02y/what_are_your_favorite_nonpopular_sectors_to/ | https://www.reddit.com/r/ValueInvesting/comments/1lkm02y/what_are_your_favorite_nonpopular_sectors_to/ | ValueInvesting | waste_management |
1ljz4co | Crocs is undervalued. | Everyone knows the shoe, and I'm not going to waste time going into the history of the company. CNBC did a decent overview of it and you can see that [here](https://www.youtube.com/watch?v=InkRhrFK94k)
I'm here to talk about value. And there's a lot of it. Very briefly, you have to understand that management overpaid... | 1,750,835,658 | 2025-06-25 07:14:18 | youvebeenjammed | 59 | 114 | 0.73 | Stock Analysis | /r/ValueInvesting/comments/1ljz4co/crocs_is_undervalued/ | https://www.reddit.com/r/ValueInvesting/comments/1ljz4co/crocs_is_undervalued/ | ValueInvesting | waste_management |
1kyk5mi | My Bet on „The big scrap“♻️🏭 |
My Bet on “The Big Scrap”
Even though the title may sound like a fast-food joint, this is actually a true hidden gem in the waste management sector, with a current market capitalization of around €225 million.
It may be a small company, but as the saying goes — the best fries often come from the smallest shops.
What... | 1,748,547,780 | 2025-05-29 19:43:00 | Kevnitz | 15 | 10 | 0.87 | Stock Analysis | /r/ValueInvesting/comments/1kyk5mi/my_bet_on_the_big_scrap/ | https://www.reddit.com/r/ValueInvesting/comments/1kyk5mi/my_bet_on_the_big_scrap/ | ValueInvesting | waste_management |
1ku9q8j | How do you filter stocks fast before you spend hours on them? | How do you approach early-stage research before you go deep on a company? Not full DD, but those first 20-30 minutes when you’re trying to decide if the company is even worth your time. I’ve seen a pattern where long-term investors (myself included) waste hours on companies that later prove irrelevant, just to answer s... | 1,748,087,244 | 2025-05-24 11:47:24 | mikejackowski | 47 | 48 | 0.93 | Question / Help | /r/ValueInvesting/comments/1ku9q8j/how_do_you_filter_stocks_fast_before_you_spend/ | https://www.reddit.com/r/ValueInvesting/comments/1ku9q8j/how_do_you_filter_stocks_fast_before_you_spend/ | ValueInvesting | waste_management |
1k67zsm | QXO - Invest and forget (Elevator Pitch) | **QXO and Brad Jacobs overview**
QXO, in a lead with a Brad Jacobs, plans to become a tech-forward leader in the $800 billion U.S and West Europe building products distribution industry, with the goal of generating outsized shareholder value by applying the proven Brad Jacobs playbook. This industry has been growing a... | 1,745,436,446 | 2025-04-23 19:27:26 | Frankxdxdxd | 12 | 7 | 0.88 | Stock Analysis | /r/ValueInvesting/comments/1k67zsm/qxo_invest_and_forget_elevator_pitch/ | https://www.reddit.com/r/ValueInvesting/comments/1k67zsm/qxo_invest_and_forget_elevator_pitch/ | ValueInvesting | waste_management |
1k1uc17 | 10 Industries for Investor Consideration Amid 2025 Trump Tariffs, Policy Shifts, and Recession Risk | Given the volatility amid the Trump tariffs and policy shifts, we explored 10 industries with defensible traits against tariffs.
Of course, all resilience is relative. Even defensive sectors may suffer from ripple effects in this integrated global economy, and individual company risks may invalidate any assurances fro... | 1,744,943,378 | 2025-04-18 02:29:38 | panabee_ai | 10 | 11 | 0.92 | Discussion | /r/ValueInvesting/comments/1k1uc17/10_industries_for_investor_consideration_amid/ | https://www.reddit.com/r/ValueInvesting/comments/1k1uc17/10_industries_for_investor_consideration_amid/ | ValueInvesting | waste_management |
1jz3v6n | Nike: Just Buy It? [Long-Form Write-Up on $NKE) | There are very few companies where the brand name and logo immediately come to mind when you think of an industry or product.
Phones? Apple.
Search? Google.
Shoes? Nike.
Nike is one of those rare businesses that doesn't just sell products — it shapes culture, identity, and aspiration. But despite that iconic status... | 1,744,649,883 | 2025-04-14 16:58:03 | somalley3 | 60 | 135 | 0.7 | Stock Analysis | /r/ValueInvesting/comments/1jz3v6n/nike_just_buy_it_longform_writeup_on_nke/ | https://www.reddit.com/r/ValueInvesting/comments/1jz3v6n/nike_just_buy_it_longform_writeup_on_nke/ | ValueInvesting | waste_management |
1jubfne | The Childrens Place $PLCE - Q4 Earnings - April 11 & Expected Buyout Announcement | The Childrens Place is a prominent budget retailer specializing in children's apparel and accessories with its headquarters in New Jersey. The company has had a volatile past with net income in 2022 reaching 257m and market cap exceeding 1 Billion to losses in January 2024 year ending of 154m.The once $105 stock hit i... | 1,744,112,373 | 2025-04-08 11:39:33 | Swim-hole | 12 | 30 | 1 | Stock Analysis | /r/ValueInvesting/comments/1jubfne/the_childrens_place_plce_q4_earnings_april_11/ | https://www.reddit.com/r/ValueInvesting/comments/1jubfne/the_childrens_place_plce_q4_earnings_april_11/ | ValueInvesting | waste_management |
1ja4tiv | Boring consistent long term compounders? | Would first like to give thanks to the meaningful posts on here that have added to my overall knowledge of the stock market as well as individual companies. What companies do you have invested into or are on your watchlist that fit the following criteria: boring, stable, consistent, steady compounders, low competition,... | 1,741,843,325 | 2025-03-13 05:22:05 | ksing_king | 31 | 54 | 0.97 | Discussion | /r/ValueInvesting/comments/1ja4tiv/boring_consistent_long_term_compounders/ | https://www.reddit.com/r/ValueInvesting/comments/1ja4tiv/boring_consistent_long_term_compounders/ | ValueInvesting | waste_management |
1j3ejmr | How stocks behave in a crash (a short post) |
Consumer staples and food stock tend to do well in market downturn. (Eg. In the last few > 2% swoons including today, companies like Unilever, P&G, Pepsi, Nestle, Mondelez and Hershey did well)
Over-priced stocks will fall hard but will recover fast if they are high quality or well loved by investors.
Eg. Costco, ... | 1,741,105,265 | 2025-03-04 16:21:05 | raytoei | 23 | 6 | 0.9 | Basics / Getting Started | /r/ValueInvesting/comments/1j3ejmr/how_stocks_behave_in_a_crash_a_short_post/ | https://www.reddit.com/r/ValueInvesting/comments/1j3ejmr/how_stocks_behave_in_a_crash_a_short_post/ | ValueInvesting | waste_management |
1j206t2 | Blue Owl Capital: The Next Blackstone? | This week, I’m diving into one of the few SPACs from the 2020-era Lollapalooza in financial markets that has actually worked out: a fast-growing alternative asset manager humbly named Blue Owl that, perhaps, has its eyes set on being the next Blackstone?
At scale, the asset management business can have very, very attr... | 1,740,946,391 | 2025-03-02 20:13:11 | somalley3 | 41 | 28 | 0.94 | Stock Analysis | /r/ValueInvesting/comments/1j206t2/blue_owl_capital_the_next_blackstone/ | https://www.theinvestorspodcast.com/intrinsic-value-podcast/blue-owl-capital-owl-the-next-blackstone-w-shawn-omalley/ | ValueInvesting | waste_management |
1j0a9xs | Is Comstock (LODE) a Hidden Deep Value Play or Just Speculation? | I’ve been digging into **Comstock Inc. (LODE)** and found some **serious discrepancies** between its **current market cap (\~$60M) and its actual asset value**. At first glance, it looks like a struggling micro-cap that just went through a **reverse split**, but when you break down the company’s **tangible assets, stra... | 1,740,756,520 | 2025-02-28 15:28:40 | white_tiger_lilly | 0 | 18 | 0.5 | Stock Analysis | /r/ValueInvesting/comments/1j0a9xs/is_comstock_lode_a_hidden_deep_value_play_or_just/ | https://www.reddit.com/r/ValueInvesting/comments/1j0a9xs/is_comstock_lode_a_hidden_deep_value_play_or_just/ | ValueInvesting | waste_management |
1itzkar | 30-Year Market close, you have to pick three companies to own. What's your picks? | **What companies will do well for ever?**
The world 30 years ago was quite different from today, and change is probably just speeding up. Lets also add that you cant two very very similar companies, like Cola and Pepsi; or multiple railroads.
My picks:
1. **Berkshire Hathaway (BRK.A/B):** Diversified beast: Rai... | 1,740,061,280 | 2025-02-20 14:21:20 | Lazy-Alps-1773 | 6 | 64 | 0.62 | Discussion | /r/ValueInvesting/comments/1itzkar/30year_market_close_you_have_to_pick_three/ | https://www.reddit.com/r/ValueInvesting/comments/1itzkar/30year_market_close_you_have_to_pick_three/ | ValueInvesting | waste_management |
1ir2vwh | Discussion - Avoid Baidu ($BIDU): "Don't Get Tricked By China's AOL"; OR Why Its “Global AI” Hype Falls Flat | Baidu loves to sell itself as China’s leading AI innovator. Western investors often lump it in with Chinese “tech champions.” But a closer look reveals the truth: Baidu’s overseas presence is negligible—less than 1% of revenue—despite years of flashy announcements about AI labs, cloud services, and self-driving project... | 1,739,740,710 | 2025-02-16 21:18:30 | NYCandrun | 2 | 26 | 0.54 | Stock Analysis | /r/ValueInvesting/comments/1ir2vwh/discussion_avoid_baidu_bidu_dont_get_tricked_by/ | https://www.reddit.com/r/ValueInvesting/comments/1ir2vwh/discussion_avoid_baidu_bidu_dont_get_tricked_by/ | ValueInvesting | waste_management |
1i1es93 | Canada Goose: A Lesson in Valuation follies | GOOS went public in 2017 at $12, promptly trading up to $20. The company generated $400mm of sales in the prior year. Outstanding shares were 106 million for a market cap of $2.1B or 5x revenues. Nine years later, sales have grown 3.5x to $1.3B, yet the market cap has declined by a third to $1.4B.
Yes, investors in th... | 1,736,884,321 | 2025-01-14 19:52:01 | mrmrmrj | 188 | 69 | 0.97 | Discussion | /r/ValueInvesting/comments/1i1es93/canada_goose_a_lesson_in_valuation_follies/ | https://www.reddit.com/r/ValueInvesting/comments/1i1es93/canada_goose_a_lesson_in_valuation_follies/ | ValueInvesting | waste_management |
1hyc3df | Thoughts on Veolia ($VEOEY) long term? | Some key takeaways:
\- 4th largest Waste & Recycling company by market cap, largest in terms of revenue
\- In both of the above-mentioned aspects the largest company in the EEZ, by quite a margin
\- Steadily growing cash reserves and total assets
\- Long-term debt (approximately 1/4 of total assets) spiked during C... | 1,736,535,927 | 2025-01-10 19:05:27 | FirmRelease6531 | 6 | 6 | 1 | Discussion | /r/ValueInvesting/comments/1hyc3df/thoughts_on_veolia_veoey_long_term/ | https://www.reddit.com/r/ValueInvesting/comments/1hyc3df/thoughts_on_veolia_veoey_long_term/ | ValueInvesting | waste_management |
1hxk2ww | $MVST - Microvast: The definitive Due Dilligence Post | **Part 1: Introduction & Executive Summary**
**Who Is Microvast and Why Do They Matter?**
Microvast (NASDAQ: MVST) is a vertically integrated battery manufacturer founded in 2006, with headquarters in the United States. The company’s reach, however, is truly global, spanning 34+ countries and supplying batteries ... | 1,736,448,715 | 2025-01-09 18:51:55 | AFruitShopOwner | 68 | 42 | 0.9 | Stock Analysis | /r/ValueInvesting/comments/1hxk2ww/mvst_microvast_the_definitive_due_dilligence_post/ | https://www.reddit.com/r/ValueInvesting/comments/1hxk2ww/mvst_microvast_the_definitive_due_dilligence_post/ | ValueInvesting | waste_management |
1htwmjl | Diversification is just a way of diluting your conviction. Saying your managing risk is just a cover up. | Munger said: "Diversification is for those who don't know anything
After getting a feel for your answers, I will ask you this. Do you think it’s wiser to put money on a few individual stocks that tick your checklist the most and instead of allocating more of your funds to other stocks that don’t tick many boxes to ju... | 1,736,048,243 | 2025-01-05 03:37:23 | collotennis | 0 | 75 | 0.32 | Discussion | /r/ValueInvesting/comments/1htwmjl/diversification_is_just_a_way_of_diluting_your/ | https://www.reddit.com/r/ValueInvesting/comments/1htwmjl/diversification_is_just_a_way_of_diluting_your/ | ValueInvesting | waste_management |
1htlgxn | Top 5 stocks for 2025 | I think articles about top stocks for a year, month, whatever, are so silly. I guess I am not a fan of short-term predictions. But the saying goes, if you can't beat 'em, join 'em. So, I wrote my own top 5 stocks for 2025 on Medium [here](https://medium.com/@frankbalestriere/another-top-5-stocks-list-for-2025-07dda243e... | 1,736,017,073 | 2025-01-04 18:57:53 | FrankBal | 174 | 219 | 0.93 | Discussion | /r/ValueInvesting/comments/1htlgxn/top_5_stocks_for_2025/ | https://www.reddit.com/r/ValueInvesting/comments/1htlgxn/top_5_stocks_for_2025/ | ValueInvesting | waste_management |
1hrp7z2 | Well known, Low PE, 9% dividend yield company at historic low: Western Union | So I am guessing everyone is familiar with Western Union. The company manages consumer to consumer transactions worldwide, among the people that are left out by the traditional banking system.
It is basically the only way to transfer cash for many people, and is well established in the places from which migrants rem... | 1,735,806,459 | 2025-01-02 08:27:39 | APC2_19 | 82 | 73 | 0.94 | Stock Analysis | /r/ValueInvesting/comments/1hrp7z2/well_known_low_pe_9_dividend_yield_company_at/ | https://www.reddit.com/r/ValueInvesting/comments/1hrp7z2/well_known_low_pe_9_dividend_yield_company_at/ | ValueInvesting | waste_management |
1hrllgh | Pls critique thesis, looking to learn value investing | I try to think I am a value investor, but honestly I need a lot of improvement in my theses and was hoping this community could help critique this one I have written for a hazardous waste management company called Clean Harbors (NYS: CLH). I’m gonna say in advance that its not a traditional value play bc of its strong ... | 1,735,792,124 | 2025-01-02 04:28:44 | thrburginator123 | 3 | 9 | 0.72 | Discussion | /r/ValueInvesting/comments/1hrllgh/pls_critique_thesis_looking_to_learn_value/ | https://www.reddit.com/r/ValueInvesting/comments/1hrllgh/pls_critique_thesis_looking_to_learn_value/ | ValueInvesting | waste_management |
1hqql50 | Waste Management at Good Price | I believe Waste Management is at good price point at this point.
They have a strong moat based on their large size, pricing power, and brand recognition. The revenue growth will continue as a stronger US economy will generate more and more trash in the future. Yet they are valued less than their competitors like Repub... | 1,735,687,314 | 2024-12-31 23:21:54 | CappuccinoFinance | 38 | 50 | 0.82 | Discussion | /r/ValueInvesting/comments/1hqql50/waste_management_at_good_price/ | https://www.reddit.com/r/ValueInvesting/comments/1hqql50/waste_management_at_good_price/ | ValueInvesting | waste_management |
1hpjxrj | Transforming Seplat Energy: Understanding the Company and Its Acquisition. | **Investment Report**
**Key points:**
* **Valuation Metrics**: Seplat is undervalued, trading at an EV/2P ratio of $2.86 per BOE and a cost per flowing barrel of $11,200, relative to its oil and gas reserves.
* **Government Support:** Strong government initiatives, including anti-theft measures and the Petroleum Indu... | 1,735,552,440 | 2024-12-30 09:54:00 | bawera23 | 3 | 0 | 1 | Stock Analysis | /r/ValueInvesting/comments/1hpjxrj/transforming_seplat_energy_understanding_the/ | https://www.reddit.com/r/ValueInvesting/comments/1hpjxrj/transforming_seplat_energy_understanding_the/ | ValueInvesting | waste_management |
1hp5pey | XPEL - well positioned in the PPF segment | **The Business:**
XPEL sells, distributes, and installs protective paint film (PPF) along with other protective coatings and care products aftermarket in the automotive, marine, and architectural window markets. Founded in 1997, listed on the NASDAQ since 2019, XPEL began as a software company designing vehicle patte... | 1,735,506,042 | 2024-12-29 21:00:42 | Yo_Biff | 4 | 9 | 0.75 | Stock Analysis | /r/ValueInvesting/comments/1hp5pey/xpel_well_positioned_in_the_ppf_segment/ | https://www.reddit.com/r/ValueInvesting/comments/1hp5pey/xpel_well_positioned_in_the_ppf_segment/ | ValueInvesting | waste_management |
1h4hqe1 | You're going to think back to this post 3-5 years from now wishing you just put in a little extra attention to Gorilla Technology Inc ($GRRR) | $GRRR
This is the ticker symbol of THE most undervalued stock in the market as of December 1st, 2024. Gorilla Technology Inc is a cloud-based AI-powered SaaS with a MULITTUDE of uses across its cutting-edge AI solution.
# Solution #1 - Gorilla Intelligent Network Director (NEW - not fully developed)
Network manageme... | 1,733,098,265 | 2024-12-02 00:11:05 | IcyTitle1 | 0 | 50 | 0.36 | Stock Analysis | /r/ValueInvesting/comments/1h4hqe1/youre_going_to_think_back_to_this_post_35_years/ | https://www.reddit.com/r/ValueInvesting/comments/1h4hqe1/youre_going_to_think_back_to_this_post_35_years/ | ValueInvesting | waste_management |
1gae7lq | Macro data that impacts revenue | Okay so ive made a list of Industries and their PPI (producer price index) on exported products. I found about their correlation on [stocks-fred.com](http://stocks-fred.com)
An example how PPI of livestock correlates to revenue of TYSON foods: [https://imgur.com/a/cLKtNmP](https://imgur.com/a/cLKtNmP)
|Industry|Not... | 1,729,699,463 | 2024-10-23 16:04:23 | Conscious_Lack_6923 | 3 | 4 | 0.81 | Investing Tools | /r/ValueInvesting/comments/1gae7lq/macro_data_that_impacts_revenue/ | https://www.reddit.com/r/ValueInvesting/comments/1gae7lq/macro_data_that_impacts_revenue/ | ValueInvesting | waste_management |
1g33i7r | Pfizer, an ill-kept treasure | **Disclaimer:**
This is not financial advice; all information here is for educational purposes. Please do your own due diligence. Also, if you feel the thesis outlined here is overlooking anything, please reach out. I’m delving into the financial sides of the company, and all forward-looking statements are subject to ... | 1,728,864,452 | 2024-10-14 00:07:32 | Judas2nd | 56 | 43 | 0.88 | Stock Analysis | /r/ValueInvesting/comments/1g33i7r/pfizer_an_illkept_treasure/ | https://www.reddit.com/r/ValueInvesting/comments/1g33i7r/pfizer_an_illkept_treasure/ | ValueInvesting | waste_management |
1f8fgxf | Anyone still holding Paypal? Bill Miller makes a bull case for Paypal. |
Text and Paypal Video here: [https://millervaluefunds.com/paypal-inc-pypl/](https://millervaluefunds.com/paypal-inc-pypl/)
TLDR: watch the 2min video on PYPL.
Text:
**Market Capitalization:** $66.2B
**Enterprise Value:** $63.1B
**Price:** $64.72 (8/9/24)
# What the Company Does
PayPal is a leading payment p... | 1,725,408,930 | 2024-09-04 00:15:30 | raytoei | 37 | 38 | 0.88 | Stock Analysis | /r/ValueInvesting/comments/1f8fgxf/anyone_still_holding_paypal_bill_miller_makes_a/ | https://www.reddit.com/r/ValueInvesting/comments/1f8fgxf/anyone_still_holding_paypal_bill_miller_makes_a/ | ValueInvesting | waste_management |
1f2kctk | Death and Taxes. Service Corporation International $SCI | Hello,
in 1989, Peter Lynch wrote about Service Corporation International $SCI in his now famous book, "One up on Wall Street". This a slow growth Funeral Services company, and he considered this company a very good investment, and he mentioned it in chapter 8 under "The Perfect Stock".
I wanted to find out, 30+ year... | 1,724,773,571 | 2024-08-27 15:46:11 | raytoei | 1 | 1 | 0.67 | Stock Analysis | /r/ValueInvesting/comments/1f2kctk/death_and_taxes_service_corporation_international/ | https://www.reddit.com/r/ValueInvesting/comments/1f2kctk/death_and_taxes_service_corporation_international/ | ValueInvesting | waste_management |
1ekb6wv | VSTS - Uniforms and Workplace Supplies | One of the more boring stocks out there, Peter Lynch would've loved this one (at least to start DD). Literally cannot find much chatter on this online. Very few videos on YouTube, none of them recent. A couple of substack posts and that's it. It's giving me WM/GFL vibes and you'll see some similarities below.
It's the... | 1,722,820,128 | 2024-08-05 01:08:48 | B409740325D7ABBF1F3C | 7 | 24 | 0.89 | Stock Analysis | /r/ValueInvesting/comments/1ekb6wv/vsts_uniforms_and_workplace_supplies/ | https://www.reddit.com/r/ValueInvesting/comments/1ekb6wv/vsts_uniforms_and_workplace_supplies/ | ValueInvesting | waste_management |
1ejs9n9 | Becoming a Full-Time Investor with My Own Money - How Should I Spend My Time? | Hello everyone,
I’m transitioning into becoming a full-time investor and I’m seeking advice on how to effectively spend my time. I want to make sure I’m being productive and not wasting efforts.
1. **Daily Routine**: What does your typical day look like as a full-time investor? I have no idea on how to create a dail... | 1,722,767,843 | 2024-08-04 10:37:23 | InvestedOnValue | 0 | 39 | 0.45 | Discussion | /r/ValueInvesting/comments/1ejs9n9/becoming_a_fulltime_investor_with_my_own_money/ | https://www.reddit.com/r/ValueInvesting/comments/1ejs9n9/becoming_a_fulltime_investor_with_my_own_money/ | ValueInvesting | waste_management |
1e61pir | If you are a long term holder of stocks, today’s market is nothing to be afraid of. |
The market swooned today because of blah blah blah.
Actually, many of the consumer defensive/staple stocks rose, such as Unilever, Hershey, Mondelez, Diageo, Brown Forman, Procter and Gamble as well as Nestle.
Also value oriented stock also rose or didn’t fall as much, such as Pfizer, Berkshire Hathaway, IBM, Ni... | 1,721,273,478 | 2024-07-18 03:31:18 | raytoei | 86 | 61 | 0.87 | Basics / Getting Started | /r/ValueInvesting/comments/1e61pir/if_you_are_a_long_term_holder_of_stocks_todays/ | https://www.reddit.com/r/ValueInvesting/comments/1e61pir/if_you_are_a_long_term_holder_of_stocks_todays/ | ValueInvesting | waste_management |
1e079r0 | Meaningful Analysis | The late Charlie Munger spoke often of multidisciplinary thinking in what he referred to as “Worldly Wisdom”. He advocated various concepts that allow for intelligent investment decisions such as inversion thinking, and understanding psychological factors. He and Buffett have for decades repeated basic concepts that ha... | 1,720,646,355 | 2024-07-10 21:19:15 | UCACashFlow | 8 | 11 | 0.83 | Discussion | /r/ValueInvesting/comments/1e079r0/meaningful_analysis/ | https://www.reddit.com/r/ValueInvesting/comments/1e079r0/meaningful_analysis/ | ValueInvesting | waste_management |
1dkcbqx | My thoughts after Icahn buys CZR | [link to full post](https://alphadailyinvesting.substack.com/p/czr?r=3zsrcg); Not financial advice. My thoughts only.
I believe CZR, currently near multi-year lows (\~$38), is an attractive investment with the potential to generate nearly its market cap in FCF by 2027.
1. Brick & Mortar: Undervalued
* CZR is the lar... | 1,718,891,958 | 2024-06-20 13:59:18 | OldMango4555 | 12 | 9 | 0.93 | Stock Analysis | /r/ValueInvesting/comments/1dkcbqx/my_thoughts_after_icahn_buys_czr/ | https://www.reddit.com/r/ValueInvesting/comments/1dkcbqx/my_thoughts_after_icahn_buys_czr/ | ValueInvesting | waste_management |
1dg5frd | (A tiny post) Merger Arbitrage Opportunity in Waste Management's acquisition of $SRCL Stericycle | Hi,
the announcement was made in early June but the spread has gotten bigger.
1. WM is buying SRCL for $62 . Currently the price of SRCL is $58.16. Before the announcement it was $51.54
2. This represents a 6.6% gain for 6 months, or around 13.2% annualized.
3. The deal is expected to close by the end of the year. T... | 1,718,410,958 | 2024-06-15 00:22:38 | raytoei | 5 | 6 | 0.86 | Stock Analysis | /r/ValueInvesting/comments/1dg5frd/a_tiny_post_merger_arbitrage_opportunity_in_waste/ | https://www.reddit.com/r/ValueInvesting/comments/1dg5frd/a_tiny_post_merger_arbitrage_opportunity_in_waste/ | ValueInvesting | waste_management |
1de04au | Waste Management - a company that is impossible to destroy? | My article | 1,718,174,338 | 2024-06-12 06:38:58 | Antoni_Nabzdyk | 0 | 2 | 0.5 | Stock Analysis | /r/ValueInvesting/comments/1de04au/waste_management_a_company_that_is_impossible_to/ | https://open.substack.com/pub/monopolisticinvestor/p/waste-management-a-company-that-is?r=3nndhg&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true | ValueInvesting | waste_management |
1dbh5u2 | Waste Management Company. My Writeup & Tearsheet | =============================
The tearsheet of Waste Management which i compiled can be found here:
[https://docs.google.com/spreadsheets/d/15qwGjsW6yMPTPIl9e\_FwdQ-bV4WNVquXW5ZS3Ilwolw/edit?usp=sharing](https://docs.google.com/spreadsheets/d/15qwGjsW6yMPTPIl9e_FwdQ-bV4WNVquXW5ZS3Ilwolw/edit?usp=sharing)
Please note... | 1,717,893,327 | 2024-06-09 00:35:27 | raytoei | 114 | 15 | 0.98 | Stock Analysis | /r/ValueInvesting/comments/1dbh5u2/waste_management_company_my_writeup_tearsheet/ | https://www.reddit.com/r/ValueInvesting/comments/1dbh5u2/waste_management_company_my_writeup_tearsheet/ | ValueInvesting | waste_management |
1d8406i | Medical Facilities Corp Thesis | Hello. I've been a member of this community and value investing philosophy for a few years now and would like to start sharing my ideas here as well.
Since I intend to do this more regularly, I'll first quickly introduce myself and then get to the pitch. I'm a finance student from Europe. I chose this field specifical... | 1,717,524,949 | 2024-06-04 18:15:49 | leMantas | 1 | 7 | 1 | Stock Analysis | /r/ValueInvesting/comments/1d8406i/medical_facilities_corp_thesis/ | https://www.reddit.com/r/ValueInvesting/comments/1d8406i/medical_facilities_corp_thesis/ | ValueInvesting | waste_management |
1ccx6hp | Payday 3 owner Starbreeze is paying you $4m to buy the company | Weird situation here, starbreeze has a market-cap of $26m.
It's cash on hand is $30m giving it an EV of $-4m.
This is because investors believe management will keep killing the company (i.e the terrible payday3 launch) and losing free cash flow making the company worthless.
If you look at their cash flow from operat... | 1,714,066,697 | 2024-04-25 17:38:17 | krisolch | 84 | 52 | 0.83 | Stock Analysis | /r/ValueInvesting/comments/1ccx6hp/payday_3_owner_starbreeze_is_paying_you_4m_to_buy/ | https://www.reddit.com/r/ValueInvesting/comments/1ccx6hp/payday_3_owner_starbreeze_is_paying_you_4m_to_buy/ | ValueInvesting | waste_management |
1c4i8sw | Using AI tools such as ChatGPT for qualitative assesment of the stocks | Hi all,
I have tried using ChatGPT-4-turbo to perform qualitative assessment of the stocks and it produced results I'm not very satisfied with.
**If you have ideas on how to improve this process please let me know.**
These are the results:
Company Name Quality Score
Apple Inc 7.5
NVIDIA Corp 7.5
Arm Holdings... | 1,713,174,546 | 2024-04-15 09:49:06 | AdamovicM | 0 | 11 | 0.5 | Investing Tools | /r/ValueInvesting/comments/1c4i8sw/using_ai_tools_such_as_chatgpt_for_qualitative/ | https://www.reddit.com/r/ValueInvesting/comments/1c4i8sw/using_ai_tools_such_as_chatgpt_for_qualitative/ | ValueInvesting | waste_management |
1bx8tg4 | Chicago Tribune 1986 Article: HE`S LOOKING FOR A FEW GOOD COMPANIES (referring to Buffett's WSJ advertising seeking to buy companies) | Link to the Chicago Tribune article:
https://www.chicagotribune.com/1986/11/18/hes-looking-for-a-few-good-companies/
Link to a picture of the advert:
https://www.reddit.com/user/raytoei/comments/1bx8qpj/wsj\_1986\_advert/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_bu... | 1,712,401,166 | 2024-04-06 10:59:26 | raytoei | 5 | 0 | 0.78 | Buffett | /r/ValueInvesting/comments/1bx8tg4/chicago_tribune_1986_article_hes_looking_for_a/ | https://www.reddit.com/r/ValueInvesting/comments/1bx8tg4/chicago_tribune_1986_article_hes_looking_for_a/ | ValueInvesting | waste_management |
1bqkkuq | Waste recovery Sector | Hi guys, i wonder what do the community think about the Waste Managaement sector. I have been looking for good companies in it, besides they are all good in terms of op.metrics and sector tailwinds, all of them appears to be fairly/overvalued. Most of them are trading ~1,5x their median multiples and the despite the pr... | 1,711,702,801 | 2024-03-29 09:00:01 | mikewa80 | 10 | 4 | 1 | Discussion | /r/ValueInvesting/comments/1bqkkuq/waste_recovery_sector/ | https://www.reddit.com/r/ValueInvesting/comments/1bqkkuq/waste_recovery_sector/ | ValueInvesting | waste_management |
1ayq4tf | IBKR offers good value, even in a scenario with lower interest rates | Interactive Brokers is a low-cost electronic brokerage. 74.6% of the company is held by its founder Thomas Jefferffy, leaving only about 25.4% of the company as free float in the market.
The company went public in 2007 being mainly a market maker for options. As the market-making business declined, IBKR pivoted t... | 1,708,765,299 | 2024-02-24 09:01:39 | CCalleValueInvesting | 11 | 7 | 0.83 | Stock Analysis | /r/ValueInvesting/comments/1ayq4tf/ibkr_offers_good_value_even_in_a_scenario_with/ | https://www.reddit.com/r/ValueInvesting/comments/1ayq4tf/ibkr_offers_good_value_even_in_a_scenario_with/ | ValueInvesting | waste_management |
17znshv | Newbie investor, where to start? | Hi all!
I have been interesting in investing for a few years now, and I will finally be in a position to hold over some extra couple hundred bucks a month for investing (100-200). I haven't been wasting time though. I've read some investing books on value investing such as One up on Wall Street, Warren Buffet and the ... | 1,700,484,535 | 2023-11-20 12:48:55 | PreparationFancy6209 | 10 | 39 | 0.81 | Basics / Getting Started | /r/ValueInvesting/comments/17znshv/newbie_investor_where_to_start/ | https://www.reddit.com/r/ValueInvesting/comments/17znshv/newbie_investor_where_to_start/ | ValueInvesting | waste_management |
17jkwxk | Keeping on top of stocks | I hear a lot of people say I have 4-6 shares at a time or 16-20 shares at a time cause that’s what I can manage.
I have 4 shares and 2 ETFs that form a core investment, and then smaller $1000 investments that are really just punts on money I would have wasted anyways, that I just do and then walk away from.
What do ... | 1,698,638,434 | 2023-10-30 04:00:34 | cbenson980 | 9 | 14 | 1 | Stock Analysis | /r/ValueInvesting/comments/17jkwxk/keeping_on_top_of_stocks/ | https://www.reddit.com/r/ValueInvesting/comments/17jkwxk/keeping_on_top_of_stocks/ | ValueInvesting | waste_management |
17fhqvq | PLBY: How low can it go? | What's happening with PLBY is interesting as a business case study. It's not often you see a brand with that kind of worldwide recognition slink towards complete failure.
But, like Sears & Roebuck and Kmart, its a victim to technology, changing times, better competition, and poor management.
For those of you who ha... | 1,698,167,245 | 2023-10-24 17:07:25 | DragonArchaeologist | 17 | 23 | 0.87 | Stock Analysis | /r/ValueInvesting/comments/17fhqvq/plby_how_low_can_it_go/ | https://www.reddit.com/r/ValueInvesting/comments/17fhqvq/plby_how_low_can_it_go/ | ValueInvesting | waste_management |
16bttsk | Renewi PLC | Renewi PLC might be interesting. It’s a waste management company with a high recycling rate. So basically they gather waste (revenue) and recycle the waste and sell the outcome from the recycling process (again revenue). In addition the company has other activities within waste management like lending waste container. ... | 1,694,029,373 | 2023-09-06 19:42:53 | Dipshit1992 | 5 | 6 | 1 | Stock Analysis | /r/ValueInvesting/comments/16bttsk/renewi_plc/ | https://www.reddit.com/r/ValueInvesting/comments/16bttsk/renewi_plc/ | ValueInvesting | waste_management |
15llcjr | Is oil good now? | In the chapter "The Perfect Stock" of his book "One Up On Wall Street" Peter Lynch describes the qualities of the businesses that he likes to invest in. His argument goes that businesses having many of these qualities are more likely to be undervalued by the market and therefore to be good candidates for investment.
I... | 1,691,508,428 | 2023-08-08 15:27:08 | buycowsellthigh | 55 | 46 | 0.88 | Industry/Sector | /r/ValueInvesting/comments/15llcjr/is_oil_good_now/ | https://www.reddit.com/r/ValueInvesting/comments/15llcjr/is_oil_good_now/ | ValueInvesting | waste_management |
1483ghr | Finally got my account above my 2021 high. How are you guys doing? | After 18 months my account is now back above where it was at its all time high. How are you guys doing relative to your all time high? Are you well above it or still trying to get back to it? What decisions did you make that has gotten you back above your all time high or kept you from getting back?
Over that time my ... | 1,686,620,853 | 2023-06-13 01:47:33 | Honestmonster | 38 | 60 | 0.81 | Discussion | /r/ValueInvesting/comments/1483ghr/finally_got_my_account_above_my_2021_high_how_are/ | https://www.reddit.com/r/ValueInvesting/comments/1483ghr/finally_got_my_account_above_my_2021_high_how_are/ | ValueInvesting | waste_management |
12rbs14 | One of my value stock investments. Lots of insider buys and new ceo looks like he can turn this around into profitability under new expansions and waste management TWO TAILS business. Plus it’s the largest air dried beef manufacturer in the USA! | https://www.globenewswire.com/news-release/2023/04/11/2644347/0/en/Stryve-Foods-Announces-Nationwide-Brand-Expansion-of-Vacadillos-Products-Throughout-U-S-7-Eleven-Stores.html | 1,681,867,335 | 2023-04-19 01:22:15 | Shutgunhunter95 | 0 | 28 | 0.29 | Discussion | /r/ValueInvesting/comments/12rbs14/one_of_my_value_stock_investments_lots_of_insider/ | https://www.reddit.com/r/ValueInvesting/comments/12rbs14/one_of_my_value_stock_investments_lots_of_insider/ | ValueInvesting | waste_management |
10gji76 | Preparing For $KLAC and Learning About The Semi-Conductor Industry One Company At a Time | [Intro Picture](https://imgur.com/a/7GAKBQ8)
**Introduction:**
I really want to learn more about the semiconductor industry so I decided I wanted to go over some of the companies within the industry to get to know it better. KLA is a company that I think is probably on the fair value - slightly overvalued territory,... | 1,674,178,082 | 2023-01-20 01:28:02 | JoshSnipes | 12 | 7 | 0.88 | Stock Analysis | /r/ValueInvesting/comments/10gji76/preparing_for_klac_and_learning_about_the/ | https://www.reddit.com/r/ValueInvesting/comments/10gji76/preparing_for_klac_and_learning_about_the/ | ValueInvesting | waste_management |
zisv1e | HELP ON TOP-DOWN VS BOTTOM-UP | Hello everybody. I am confused with something and I really appreciative to ear your different views on the following questions regarding investing.
Top-Down vs Buttom-Up.
Recently, due to the need on “writing” a more refine approach do stock screening in my College’s financial club, we were discussing whether we shou... | 1,670,766,840 | 2022-12-11 13:54:00 | WheresthedollaG | 6 | 44 | 0.69 | Question / Help | /r/ValueInvesting/comments/zisv1e/help_on_topdown_vs_bottomup/ | https://www.reddit.com/r/ValueInvesting/comments/zisv1e/help_on_topdown_vs_bottomup/ | ValueInvesting | waste_management |
yddad2 | CSV Carriage Services, Inc. ($CSV): Death is knocking at Profit's doors | This article was written with u/captnamurica2 The article contans quite a bit of visuals, which help explain the company further. You can find those by clicking on this link. [https://stockinfo.substack.com/p/csv-carriage-services-inc-csv-death](https://stockinfo.substack.com/p/csv-carriage-services-inc-csv-death?r=19... | 1,666,725,789 | 2022-10-25 19:23:09 | DueDilligenceTrader | 13 | 4 | 0.85 | Stock Analysis | /r/ValueInvesting/comments/yddad2/csv_carriage_services_inc_csv_death_is_knocking/ | https://www.reddit.com/r/ValueInvesting/comments/yddad2/csv_carriage_services_inc_csv_death_is_knocking/ | ValueInvesting | waste_management |
wjnn72 | Quarterly Conference Calls | Hopefully this isn't a redundant question; I searched the sub to no avail, but could've been using the wrong query text. Remove it if it is!
Is there anything worthwhile in the transcripts that people specifically look for? Are there any qualities you look for in management during these? Obviously reading the tran... | 1,660,001,417 | 2022-08-08 23:30:17 | dopamineadvocate | 1 | 4 | 0.67 | Question / Help | /r/ValueInvesting/comments/wjnn72/quarterly_conference_calls/ | https://www.reddit.com/r/ValueInvesting/comments/wjnn72/quarterly_conference_calls/ | ValueInvesting | waste_management |
wfenpp | AMNF - Armanino Foods of Distinction, Inc. | Hello everyone, I’ve been doing some digging into this company and figured I would share what I found. While this might be a better post for r/SecurityAnalysis, I thought it would be nice to share here, especially with more people seemingly wanting discussions centered around companies and their investment situations. ... | 1,659,552,572 | 2022-08-03 18:49:32 | MaxToMillions | 2 | 2 | 0.75 | Stock Analysis | /r/ValueInvesting/comments/wfenpp/amnf_armanino_foods_of_distinction_inc/ | https://www.reddit.com/r/ValueInvesting/comments/wfenpp/amnf_armanino_foods_of_distinction_inc/ | ValueInvesting | waste_management |
w7mu4w | Energy Vault Holdings, Inc. (NRGV) | *Note: I have simultaneously submitted this idea for full membership consideration at ValueInvestorsClub. Happy to receive feedback on anything.
**Introduction**
Energy Vault (NRGV) is in the Long Duration Energy Storage (LDES) business, a technology that stores energy from intermittent sources, such as wind and sola... | 1,658,749,601 | 2022-07-25 11:46:41 | randomdent42 | 0 | 7 | 0.46 | Stock Analysis | /r/ValueInvesting/comments/w7mu4w/energy_vault_holdings_inc_nrgv/ | https://www.reddit.com/r/ValueInvesting/comments/w7mu4w/energy_vault_holdings_inc_nrgv/ | ValueInvesting | waste_management |
vxtiir | DCF in times of supply chain issues: Use revenues instead of earnings? | Hi.
I'm looking into a (wasted management) company whose net income have been hit by supply chain issues due to what's been going on with covid and Ukraine. The revenues are steadily increasing.
If we assume that these supply chain issues are temporary, the current net income may not align well with the long-term com... | 1,657,683,317 | 2022-07-13 03:35:17 | tangleofcode | 4 | 11 | 0.71 | Discussion | /r/ValueInvesting/comments/vxtiir/dcf_in_times_of_supply_chain_issues_use_revenues/ | https://www.reddit.com/r/ValueInvesting/comments/vxtiir/dcf_in_times_of_supply_chain_issues_use_revenues/ | ValueInvesting | waste_management |
vc3p1n | Mo-BRUK (MBR) | A recent write-up I did on Mo-BRUK:
[https://charliesanalysis.substack.com/p/mo-bruk-sa-cbc?s=w](https://charliesanalysis.substack.com/p/mo-bruk-sa-cbc?s=w)
Mo-BRUK S.A. (MBR) is an under-the-radar, industry leading waste processor, based in Poland. Due to significant policy changes within Europe and Poland, the wa... | 1,655,213,847 | 2022-06-14 13:37:27 | CharlieAL99 | 6 | 2 | 0.8 | Stock Analysis | /r/ValueInvesting/comments/vc3p1n/mobruk_mbr/ | https://www.reddit.com/r/ValueInvesting/comments/vc3p1n/mobruk_mbr/ | ValueInvesting | waste_management |
ubvd8c | A comparison of environmental services stocks: IS WASTE MANAGEMENT A BUY? | One man's trash is another man's treasure!
Waste Management $WM is set to report earnings tomorrow morning. $WM is an environmental services company known for being a steady compounder, up 350% in the last 10yrs while paying a dividend. Let's compare it to some competitors.
Recent Performance:
Relative to previ... | 1,650,920,399 | 2022-04-25 20:59:59 | Asleep-Ad-5941 | 10 | 16 | 0.75 | Industry/Sector | /r/ValueInvesting/comments/ubvd8c/a_comparison_of_environmental_services_stocks_is/ | https://www.reddit.com/r/ValueInvesting/comments/ubvd8c/a_comparison_of_environmental_services_stocks_is/ | ValueInvesting | waste_management |
u0k08m | My Submission to VIC - ANUP | Hey guys, I'm a 15 year old investor from India. I have been trying to get into Value Investors Club and this is the thesis I sent it. I know I probably wont get in. I'm still learning how to do write ups, and I ask you to shred my thesis and provide as much criticism as possible(genuine critisicm). It is not a value ... | 1,649,604,722 | 2022-04-10 15:32:02 | InvestigatorTop9292 | 15 | 13 | 0.86 | Stock Analysis | /r/ValueInvesting/comments/u0k08m/my_submission_to_vic_anup/ | https://www.reddit.com/r/ValueInvesting/comments/u0k08m/my_submission_to_vic_anup/ | ValueInvesting | waste_management |
tv4pt7 | Chipotle Mexican Grill, Inc. (NYSE: CMG), valuation on March 23, 2022 | #### Summary
* Stock: *Chipotle Mexican Grill, Inc. (NYSE: CMG) common equity*
* Market cap: $43.0bn
* Rating: *Reduce*
* Price: $1,590
* Target: $1,192
[Three-year investment performance](https://cdn.substack.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3... | 1,648,975,058 | 2022-04-03 08:37:38 | HaywardUCuddleme | 45 | 14 | 0.94 | Stock Analysis | /r/ValueInvesting/comments/tv4pt7/chipotle_mexican_grill_inc_nyse_cmg_valuation_on/ | https://www.reddit.com/r/ValueInvesting/comments/tv4pt7/chipotle_mexican_grill_inc_nyse_cmg_valuation_on/ | ValueInvesting | waste_management |
rxqdl0 | Unilever has a plan to restart growth in their earnings (undervalued dividend play) | **$UL – Unilever Stock Analysis:**
\*To see the financial models I used and how they work, read my original analysis (images at the bottom) posted [here](https://utradea.com/positions/UL-Stock-Learn-how-their-growth-plan-can-boost-their-share-price)\*
*Company Overview:*
[$UL – Unilever Inc](https://utradea.com/stoc... | 1,641,506,915 | 2022-01-06 22:08:35 | Lost-Guarantee229 | 11 | 10 | 0.93 | Stock Analysis | /r/ValueInvesting/comments/rxqdl0/unilever_has_a_plan_to_restart_growth_in_their/ | https://www.reddit.com/r/ValueInvesting/comments/rxqdl0/unilever_has_a_plan_to_restart_growth_in_their/ | ValueInvesting | waste_management |
rh1vgs | BWX Technology (BWXT) – A nuclear technology company, and a 100-year-old navy supplier | Recently I discovered an interesting company, and therefore I decided to do an analysis and post it here for your feedback. As usual, this is not a financial advice, rather, it is more like an observation of how a low-profile company that without a fancy story, despite working in some hot sectors, can be missed out by ... | 1,639,582,799 | 2021-12-15 15:39:59 | baconcheeseburger33 | 25 | 11 | 0.94 | Stock Analysis | /r/ValueInvesting/comments/rh1vgs/bwx_technology_bwxt_a_nuclear_technology_company/ | https://www.reddit.com/r/ValueInvesting/comments/rh1vgs/bwx_technology_bwxt_a_nuclear_technology_company/ | ValueInvesting | waste_management |
plmlam | How true is the statement that “Most people don’t outperform the market” ? | Been hearing this for a while. Apparently the most seasoned investors don’t beat the market over a long enough period, and it’s considered a great feat to be able to do so.
So, how true is it? If you look at the average asset management firm running for 20 years, they would’ve been better off just buying S&P 500? Are... | 1,631,285,497 | 2021-09-10 14:51:37 | wownerdo | 96 | 85 | 1 | Discussion | /r/ValueInvesting/comments/plmlam/how_true_is_the_statement_that_most_people_dont/ | https://www.reddit.com/r/ValueInvesting/comments/plmlam/how_true_is_the_statement_that_most_people_dont/ | ValueInvesting | waste_management |
pjnydj | Value investing is the last pillar | **1. Today we are witnessing a real boom in investing and trading enthusiasm.**
Literally two days before the conference, I went to the RUSAL AGM in Kaliningrad and my colleague, Pavel Pankratov, told an amazing story of how in 2019 they used the services of a female photographer for a wedding photo shoot, and today, ... | 1,631,024,273 | 2021-09-07 14:17:53 | kmlebedev | 31 | 8 | 0.93 | Value Article | /r/ValueInvesting/comments/pjnydj/value_investing_is_the_last_pillar/ | https://www.reddit.com/r/ValueInvesting/comments/pjnydj/value_investing_is_the_last_pillar/ | ValueInvesting | waste_management |
onyst1 | The Ultimate Guide to Due Diligence: Revised 📝 | I have come across a lot of amazing books, articles, posts and videos over the years and this post is a compilation of the ideas and concepts I have integrated in my due diligence process.
# What is the goal of Due Diligence?
Before we begin, we need to understand what we’re trying to do by performing Due Diligence.
... | 1,626,773,932 | 2021-07-20 09:38:52 | oldworlds | 194 | 24 | 0.98 | Basics / Getting Started | /r/ValueInvesting/comments/onyst1/the_ultimate_guide_to_due_diligence_revised/ | https://www.reddit.com/r/ValueInvesting/comments/onyst1/the_ultimate_guide_to_due_diligence_revised/ | ValueInvesting | waste_management |
odwz7s | Investing checklist summarized | 1. Understand the business, easy to run and understand
2. Moat - pricing power
3. Future space to grow 10 years
4. Management: integrity, experience in the industry, incentives are aligned (based on BVPS, cashflow, profitability metrics not EBITDA or other phony stuff like stock price lol), management buying own stock... | 1,625,447,427 | 2021-07-05 01:10:27 | Content-Effective727 | 106 | 23 | 0.96 | Stock Analysis | /r/ValueInvesting/comments/odwz7s/investing_checklist_summarized/ | https://www.reddit.com/r/ValueInvesting/comments/odwz7s/investing_checklist_summarized/ | ValueInvesting | waste_management |
odf85w | OMC Due Dilligence | **OMC**
**Omnicom group inc.**
**July 3, ‘21**
# Omnicon DD
## Company Summary
Omnicom is an advertising agency that specializes in advertising, marketing and business communications services. In a world of increasingly fragmented information streams (Different social media platforms, more and more places to list... | 1,625,382,177 | 2021-07-04 07:02:57 | valuescott | 19 | 7 | 0.93 | Stock Analysis | /r/ValueInvesting/comments/odf85w/omc_due_dilligence/ | https://www.reddit.com/r/ValueInvesting/comments/odf85w/omc_due_dilligence/ | ValueInvesting | waste_management |
ncyqfu | Slowly building my long term portfolio piece by piece looking for advice-opinions | I’m slowly building my long term portfolio piece by piece looking for advice/Tips or just general opinions on what I’m currently holding
1. VOO - Vanguard 500 Index Fund ETF
2. BAC - Bank of America
3. SYF - Synchrony Financial
4. V - Visa
5. COST - Costco
6. WM - Waste management | 1,621,084,812 | 2021-05-15 13:20:12 | DannZecca | 14 | 21 | 0.89 | Question / Help | /r/ValueInvesting/comments/ncyqfu/slowly_building_my_long_term_portfolio_piece_by/ | https://www.reddit.com/r/ValueInvesting/comments/ncyqfu/slowly_building_my_long_term_portfolio_piece_by/ | ValueInvesting | waste_management |
mhfg8y | Li-Cycle ($PDAC) Valuation of a Battery Recycler going public through SPAC | I know what you are thinking, most SPACs are speculative bets that are already overvalued at merger. I agree, that this is true at times. However, I believe we shouldn't write-off these mergers before actually analyzing these companies. But, how do we take into the account the increased probability of failure because m... | 1,617,223,970 | 2021-03-31 20:52:50 | R_00_P | 15 | 10 | 0.94 | Stock Analysis | /r/ValueInvesting/comments/mhfg8y/licycle_pdac_valuation_of_a_battery_recycler/ | https://www.reddit.com/r/ValueInvesting/comments/mhfg8y/licycle_pdac_valuation_of_a_battery_recycler/ | ValueInvesting | waste_management |
az6bcr | Value Stock for the ages Novation Companies OTCC;NOVC 4 cts backed by Fortress & Mass Mutual Barings | # Read SEC Form 14A Proxy Proposal #3 At Novation Companies, Inc. OTCBB:NOVC For Real Reorganization Plan.
Fortress owns 67% of NOVC Sr Debt. Fortress manages NRZ Fortress is expert in NOVC hidden assets including NOL $700M, Call Rights.
NOVC Call Rights hidden from SEC/GAAP hold the key to over $3 Billion of seasone... | 1,552,155,391 | 2019-03-09 18:16:31 | ValueSpecialSituat | 0 | 1 | 0.25 | null | /r/ValueInvesting/comments/az6bcr/value_stock_for_the_ages_novation_companies/ | https://www.reddit.com/r/ValueInvesting/comments/az6bcr/value_stock_for_the_ages_novation_companies/ | ValueInvesting | waste_management |
1escng2 | Career Paralysis | Hey Reddit,
I’ve been grinding as a trader at a boutique market-making firm for two years now. On paper, it seemed like the perfect place to grow, but reality is hitting a bit different. I’ve been stuck in the same position for a while, despite promises of a promotion that never seems to materialize.
Here’s the kicke... | 1,723,669,317 | 2024-08-14 21:01:57 | Former-Technician682 | 46 | 27 | 0.97 | Career Advice | /r/quant/comments/1escng2/career_paralysis/ | https://www.reddit.com/r/quant/comments/1escng2/career_paralysis/ | quant | waste_management |
18z8f10 | Should I build my own strategies at a small fund or try to move to a big fund? | Hi all,
I am currently working as an execution trader at a long/short fundamental HF based in London. I have a decent coding and stat background. So, I have been helping the fund generate alpha by scrapping and analysing alternative data.
Long term I want to work at a proper quant fund. Seeing my work and my overall... | 1,704,465,646 | 2024-01-05 14:40:46 | Beginning-Sir-3203 | 73 | 24 | 0.94 | Trading | /r/quant/comments/18z8f10/should_i_build_my_own_strategies_at_a_small_fund/ | https://www.reddit.com/r/quant/comments/18z8f10/should_i_build_my_own_strategies_at_a_small_fund/ | quant | waste_management |
15ugmot | Alpha's Precursor: The System Before the Quantitative System | I thought some of you might find the following insightful, it gives you an idea of the signal/recuitment divide in quant finance.
# Talking
It's hard to stay up to date with the daily deluge of quant finance research. Top institutional firms **filter** before they read. With quants being paid upwards of (you know wha... | 1,692,354,231 | 2023-08-18 10:23:51 | OppositeMidnight | 23 | 3 | 0.9 | Resources | /r/quant/comments/15ugmot/alphas_precursor_the_system_before_the/ | https://www.reddit.com/r/quant/comments/15ugmot/alphas_precursor_the_system_before_the/ | quant | waste_management |
kena6o | Inside the rapid rise and fall of Coatue's quant fund | Came across this entertaining article about Coatue's quant noobs. The only 2 things missing in this story are: sexual harassment and good returns.
https://www.businessinsider.com/coatue-quant-fund-philippe-laffont-performance-data-science-2020-11
Last spring, Coatue Management, a $25 billion hedge-fund giant, did s... | 1,608,169,191 | 2020-12-17 01:39:51 | plucesiar | 100 | 9 | 1 | null | /r/quant/comments/kena6o/inside_the_rapid_rise_and_fall_of_coatues_quant/ | https://www.reddit.com/r/quant/comments/kena6o/inside_the_rapid_rise_and_fall_of_coatues_quant/ | quant | waste_management |
d2k8uc | is learning ML for trading worth the time investment? | I'm 32 have managed money now since 2008 building traditional quant models: ie taking 5000 stocks sorting them buying X and selling X. I'm always looking for new ways to continue the companies path and ML keeps popping up. I played with ML maybe 8 years ago and it was a total waste of time because I found it curve fit... | 1,568,174,280 | 2019-09-11 03:58:00 | mblonc | 33 | 16 | 0.97 | null | /r/quant/comments/d2k8uc/is_learning_ml_for_trading_worth_the_time/ | https://www.reddit.com/r/quant/comments/d2k8uc/is_learning_ml_for_trading_worth_the_time/ | quant | waste_management |
2onak6 | [QM Decision Analyst] Can you help me solve this question? | Guys, I have some problem solving this question:
The Jamis Corporation is involved with waste management.
During the past 10 years it has become
one of the largest waste disposal companies in the
Midwest, serving primarily Wisconsin, Illinois, and
Michigan.
Bob Jamis, president of the company, is
considering the po... | 1,418,047,736 | 2014-12-08 14:08:56 | Renge13 | 1 | 0 | 0.66 | null | /r/quant/comments/2onak6/qm_decision_analyst_can_you_help_me_solve_this/ | https://www.reddit.com/r/quant/comments/2onak6/qm_decision_analyst_can_you_help_me_solve_this/ | quant | waste_management |
1iqheki | Need help with algo development | Hello everyone! I’ve visited this sub countless times and have decided to develop a trading setup I’m confident about. However, I lack coding experience, and the setup requires code as far as I understand. Essentially, it involves taking signals from Quantower, applying risk management and strike selection logic, and t... | 1,739,670,688 | 2025-02-16 01:51:28 | ExternalWrangler5034 | 7 | 34 | 0.7 | Other/Meta | /r/algotrading/comments/1iqheki/need_help_with_algo_development/ | https://www.reddit.com/r/algotrading/comments/1iqheki/need_help_with_algo_development/ | algotrading | waste_management |
1ga5wbp | "You should never test in production" | "You should never test in production" doesn't hold true in algo trading. This is my antithetical conclusion about software development in algo trading.
Approximately 2 years ago, I started building a fully automated trading system from scratch. I had recently started a role as a trading manager at a HFT prop firm. So... | 1,729,673,631 | 2024-10-23 08:53:51 | Gio_at_QRC | 110 | 109 | 0.84 | Strategy | /r/algotrading/comments/1ga5wbp/you_should_never_test_in_production/ | https://www.reddit.com/r/algotrading/comments/1ga5wbp/you_should_never_test_in_production/ | algotrading | waste_management |
1bu4v6l | New folks - think more deeply and ask better questions | EDIT: I wish I could change the title to "HOW TO ask better questions". This is meant as a primer on the kinds of questions/areas that I've found crucial to understand and therefore crucial to ask about. This is NOT meant to be a roast of new people nor a rant. I apologize for any elitism or harshness in the tone, not ... | 1,712,079,606 | 2024-04-02 17:40:06 | VladimirB-98 | 161 | 77 | 0.94 | Other/Meta | /r/algotrading/comments/1bu4v6l/new_folks_think_more_deeply_and_ask_better/ | https://www.reddit.com/r/algotrading/comments/1bu4v6l/new_folks_think_more_deeply_and_ask_better/ | algotrading | waste_management |
16ufp8n | I am profitable! Now What? | After 3 years of Algo development, the last 6 month of paper trading has generated a good amount of virtual money for me. At this point, I am certain that I can declare that I am profitable with a managed risk.
As someone who is not good with the business side, the main question is: What is the next step?
Should I ... | 1,695,906,717 | 2023-09-28 13:11:57 | RoozGol | 167 | 175 | 0.83 | Business | /r/algotrading/comments/16ufp8n/i_am_profitable_now_what/ | https://www.reddit.com/r/algotrading/comments/16ufp8n/i_am_profitable_now_what/ | algotrading | waste_management |
mk29hb | Getting started with algotrading | Hey everyone!
I come from a compSci background and have started to dabble in algorithmic trading. So far, I've:
1. Built my own backtesting framework, complete with options data that I purchased back to 2007, margin requirements, and brokerage fees. This was a doozy and almost certainly a waste of time, but I learne... | 1,617,562,233 | 2021-04-04 18:50:33 | zip_zap_zip | 9 | 14 | 0.91 | Infrastructure | /r/algotrading/comments/mk29hb/getting_started_with_algotrading/ | https://www.reddit.com/r/algotrading/comments/mk29hb/getting_started_with_algotrading/ | algotrading | waste_management |
jqem7d | Need help with ninjatrader | I spent my entire weekend on this and I'm ready to just bash my head into the wall and give up.
I have a strategy that looks to place buy and sell orders simultaneously using tick data.
This has proven to be extremely difficult, I need some advice from someone who can help me sort through this.
TLDR - should I be us... | 1,604,853,294 | 2020-11-08 16:34:54 | stilloriginal | 4 | 9 | 0.67 | null | /r/algotrading/comments/jqem7d/need_help_with_ninjatrader/ | https://www.reddit.com/r/algotrading/comments/jqem7d/need_help_with_ninjatrader/ | algotrading | waste_management |
ifz7mo | TD Ameritrade API Preventing Real-Time Quotes Despite Following Proper Procedure | Currently, I am getting quotes via the 'quotes' endpoint (https://api.tdameritrade.com/v1/marketdata/quotes) and that is serving my purposes just fine except that I need real-time quotes data instead of delayed data. How can I get real-time data from the API? I am currently receiving quotes that look like this from the... | 1,598,307,245 | 2020-08-24 22:14:05 | Bahazbz | 8 | 15 | 1 | null | /r/algotrading/comments/ifz7mo/td_ameritrade_api_preventing_realtime_quotes/ | https://www.reddit.com/r/algotrading/comments/ifz7mo/td_ameritrade_api_preventing_realtime_quotes/ | algotrading | waste_management |
gv43l5 | Funding (Creative ways of..) | Not quite sure this belongs here as it's more of a "*Where to go next*" topic, however:
Assuming you've finally managed to find a strategy that's
* profitable in back testing (lol),
* performing well in out-of-sample (hmm..), and
* managing to *still* prove its viable in paper trading (yay!)
You'd obviously go live ... | 1,591,089,902 | 2020-06-02 09:25:02 | GP_Lab | 1 | 5 | 0.67 | null | /r/algotrading/comments/gv43l5/funding_creative_ways_of/ | https://www.reddit.com/r/algotrading/comments/gv43l5/funding_creative_ways_of/ | algotrading | waste_management |
g25es5 | 5 months of learnings from building a custom auto trader | Hey all,
I wanted to write this post to share what I have learned over the past 5 months & for someone who's just getting started, save you a whole lot of your life. Also, if you have advice or recommendations I'd love to hear 'em. So let's get into it.
First off, I'm a software engineer by trade, and also a shitty ... | 1,587,000,562 | 2020-04-16 01:29:22 | bmac1993 | 149 | 70 | 0.99 | null | /r/algotrading/comments/g25es5/5_months_of_learnings_from_building_a_custom_auto/ | https://www.reddit.com/r/algotrading/comments/g25es5/5_months_of_learnings_from_building_a_custom_auto/ | algotrading | waste_management |
bhv3c2 | How much about markets should I know before I really start trying to write an algo and any recommended resources? | The programming aspect I can handle since I have experience as a developer, but when it comes to market knowledge that is where I kinda get overwhelmed. Does anyone recommend any good books/courses or anything you have found useful that teach a lot of the "fundamentals" that one should know or be comfortable with befor... | 1,556,335,920 | 2019-04-27 03:32:00 | cartbortbox | 7 | 9 | 0.82 | null | /r/algotrading/comments/bhv3c2/how_much_about_markets_should_i_know_before_i/ | https://www.reddit.com/r/algotrading/comments/bhv3c2/how_much_about_markets_should_i_know_before_i/ | algotrading | waste_management |
b3hnzy | Crypto Arb Fund Opportunity | Hi All -
​
Just wanted to throw this out to the community. Over the last \~2 years, my team and I had been building a crypto hedge fund focused on HF arb in the crypto space. We spent most of our funds on the setup of the legal entities (BVI) and with the remaining funds, had been focused on building track ... | 1,553,117,005 | 2019-03-20 21:23:25 | makatimizer | 0 | 18 | 0.35 | null | /r/algotrading/comments/b3hnzy/crypto_arb_fund_opportunity/ | https://www.reddit.com/r/algotrading/comments/b3hnzy/crypto_arb_fund_opportunity/ | algotrading | waste_management |
8kmcon | Process of writing a trading algorithm | Apologies in advance for a long post. I started doing some algo trading fairly recently, and something like this might have been helpful at the time. These are just my thoughts - generally not based on too much literature - so any contradictory opinions are very valid and absolutely welcome. My background is quantitati... | 1,526,747,629 | 2018-05-19 16:33:49 | Snoek_ | 152 | 38 | 0.96 | null | /r/algotrading/comments/8kmcon/process_of_writing_a_trading_algorithm/ | https://www.reddit.com/r/algotrading/comments/8kmcon/process_of_writing_a_trading_algorithm/ | algotrading | waste_management |
8je2td | Calling all algotraders in US stocks: what's the minimum cost setup to get into algo trading US stocks? Broker & deposit, API, real-time data-feed, co/location etc, "must have" tools? | I read something that I would have to start with a USD 25k deposit.
What else is a must for starters?
Let's assume I can afford it but don't want to waste time and setup.
Also, I do expect to be a net loser while learning the ropes.
Edit: do I have to know the FIX protocol to code order management from my bot, or c... | 1,526,318,533 | 2018-05-14 17:22:13 | AlgosForCryptos | 49 | 40 | 0.88 | null | /r/algotrading/comments/8je2td/calling_all_algotraders_in_us_stocks_whats_the/ | https://www.reddit.com/r/algotrading/comments/8je2td/calling_all_algotraders_in_us_stocks_whats_the/ | algotrading | waste_management |
8dreqm | You don't need a PhD to become a quant | I'm going to piss off a lot of [IYI](https://medium.com/incerto/the-intellectual-yet-idiot-13211e2d0577) with this post.
/r/algotrading and other quant subreddits enjoying saying that you need more Masters and PhDs than fingers to even receive a call for an interview. First of all, most quants working in IB, prop tra... | 1,524,261,786 | 2018-04-20 22:03:06 | JacobM00re | 39 | 57 | 0.66 | null | /r/algotrading/comments/8dreqm/you_dont_need_a_phd_to_become_a_quant/ | https://www.reddit.com/r/algotrading/comments/8dreqm/you_dont_need_a_phd_to_become_a_quant/ | algotrading | waste_management |
85o1na | help: overwhelming and lost | Hello, I've been learning about finance and algo trading for the last 2 months and I'm currently feeling overwhelmed - I mean, I haven't found a way that somehow satisfies me. Started with general finance introduction and risk management and then moved on to quantitative finance which finally led me into algorithmic tr... | 1,521,501,375 | 2018-03-19 23:16:15 | GimmeThoseCaps | 9 | 16 | 0.72 | null | /r/algotrading/comments/85o1na/help_overwhelming_and_lost/ | https://www.reddit.com/r/algotrading/comments/85o1na/help_overwhelming_and_lost/ | algotrading | waste_management |
39jyer | Using neural networks in trading | I've been trading on my own algo system for quite a while based on few thousand neural networks per instrument, and using something similar to wisdom of crowds to listen to signals for them. It's been relatively successful, but nothing to write home about.
As its based on NN, the output is obviously heavily impacted ... | 1,434,091,452 | 2015-06-12 06:44:12 | eanie | 14 | 16 | 0.8 | null | /r/algotrading/comments/39jyer/using_neural_networks_in_trading/ | https://www.reddit.com/r/algotrading/comments/39jyer/using_neural_networks_in_trading/ | algotrading | waste_management |
1lny7wq | Understand this psychology to never BLOW your account again. | You can't keep your account do you? Few days or weeks of discipline and then boom one fine day you blow you account?
Then silently crying in the bathroom sshh none can hear. I know YOU. It's hard for you to make money.
You decided to quit multiple times and promised never to trade again, but you are back again ever... | 1,751,256,684 | 2025-06-30 04:11:24 | adityashankar_ | 26 | 18 | 0.82 | Questions | /r/Forex/comments/1lny7wq/understand_this_psychology_to_never_blow_your/ | https://www.reddit.com/r/Forex/comments/1lny7wq/understand_this_psychology_to_never_blow_your/ | Forex | waste_management |
1ld0o23 | Trial Students | Hello traders and aspiring traders,
My partner from Kenya and I want to build a community to trade and network together.
We are looking for 3 “test students” for this project to demonstrate the efficiency of our successes and present them before the whole thing is scaled up.
Since everything is done through 1:1 coachin... | 1,750,098,547 | 2025-06-16 18:29:07 | Shenn96 | 0 | 12 | 0.25 | Questions | /r/Forex/comments/1ld0o23/trial_students/ | https://www.reddit.com/r/Forex/comments/1ld0o23/trial_students/ | Forex | waste_management |
1kyisxg | Tip for starting out | I want to preface this by saying I’m not by any means consistently profitable.
Don’t waste money on flashy courses. Most are just marketing. Stick to free, credible sources, learn the basics (price action, risk management, market structure), and practice on a demo account first.
You will save tons of money by not i... | 1,748,544,568 | 2025-05-29 18:49:28 | Bigheadkiller | 6 | 5 | 1 | OTHER/META | /r/Forex/comments/1kyisxg/tip_for_starting_out/ | https://www.reddit.com/r/Forex/comments/1kyisxg/tip_for_starting_out/ | Forex | waste_management |
1ju8vat | So Close | I am so close to profitability, I've tried prop firms and failed phase 2 a couple of times. I have backtested and know I have an edge over years of data, however I struggle to manage my trades and emotions in the moment and end up cutting profits short and repeating silly losses that don't fit my plan.
I've decided to... | 1,744,101,920 | 2025-04-08 08:45:20 | 11_61 | 14 | 18 | 0.95 | Questions | /r/Forex/comments/1ju8vat/so_close/ | https://www.reddit.com/r/Forex/comments/1ju8vat/so_close/ | Forex | waste_management |
1iocc5u | Should I prop firm? | So little story from my side, started forex 2.5-3 years ago, blew few accounts and was not profitable for the first part but later last year I decided to swing trade with lower risk. Where I get 1.5-2% a month with decent risk management. Now in a dilemma if I should go for a 10k account on FTMO since it’s at 89 euro a... | 1,739,425,632 | 2025-02-13 05:47:12 | MeasurementOnly9358 | 5 | 32 | 0.86 | Prop Firms | /r/Forex/comments/1iocc5u/should_i_prop_firm/ | https://www.reddit.com/r/Forex/comments/1iocc5u/should_i_prop_firm/ | Forex | waste_management |
1gdhxai | Trust it | "The thing I love the most about forex trading is that there's an infinite amount of ways you can do it.
Every single person trying to learn how to trade has the ability to develop their own successful trading system, personalised to themselves.
The only thing stopping you from developing your own personalised money... | 1,730,054,365 | 2024-10-27 18:39:25 | Possible_Donut4451 | 26 | 7 | 1 | OTHER/META | /r/Forex/comments/1gdhxai/trust_it/ | https://www.reddit.com/r/Forex/comments/1gdhxai/trust_it/ | Forex | waste_management |
1f52yfi | is a funded account worth it? | I'm planning to buy a $10,000 account. I've done trading challenges before with good results, but I don't want to waste my money by buying an account and then failing it. I have good risk management and know how to take great entries, but I want to hear yall! | 1,725,043,836 | 2024-08-30 18:50:36 | Leather-Bottle-8018 | 3 | 22 | 1 | Prop Firms | /r/Forex/comments/1f52yfi/is_a_funded_account_worth_it/ | https://www.reddit.com/r/Forex/comments/1f52yfi/is_a_funded_account_worth_it/ | Forex | waste_management |
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