A post thats not about software stocks for a change. What are ypur non software picks.
u/jfwelll ·
Reddit — r/ValueInvesting
· February 12, 2026 at 13:00
· ⬆ 18 pts
· 💬 52 comments
| View on Reddit ↗
No analysis available.
Score18
Comments52
Upvote %75%
▶ Full Post Text
im feeling that many subreddits have become echochambers and suspect either people are just jumping on trends or people have multiple accounts and try to pump their bags.
So lets change that at least for one post.
What are your non software picks, the ones you think that have value at their current price.
Ill start: Sezzle. I think people will probably never stop consuming and data show that consumers debt keep going up. And while affirm is a good competitor, Sezzle is down a lot from its high and Im considering buying from here on.
The other one is a bit related to software but is more infrastructure: Digital Ocean holdings. Because of the obvious that data been growing up in size since I can remember, from floppy disks with very little capacity to terabytes, I hardly see how it isnt going to continue to grow up in the long run.
Your toughts on these picks? And your picks?