Are those bargain value stocks?

u/jam_2698 · Reddit — r/ValueInvesting · August 13, 2026 at 03:25 · ⬆ 15 pts · 💬 37 comments  | View on Reddit ↗
AI Summary

Summary

  • Author evaluates $APP as a potential value stock using Q2 metrics: ROCE 76.5%, modified Graham value ~$484, PEG 0.88, and ~40% margin of safety.
  • Thesis: On paper, APP looks undervalued at current price, but author is uncertain and asks the community if he is missing something.
  • Quality assessment: Quantitative value screen with real inputs, but incomplete due diligence and heavy reliance on earnings/growth assumptions — closer to DD-lite than deep value research.
Score 15
Comments 37
Upvote % 80%
Ideas
u/jam_2698 Reddit r/ValueInvesting
Author calculates ROCE 76.5%, modified Graham value $484, PEG 0.88, and ~40% margin of safety from Q2 earnings. If these metrics hold, the market is underpricing APP’s earnings power and growth, creating a value re-rating opportunity. APP appears statistically cheap versus its growth, but the thesis needs more validation before high-conviction buying. Graham-style valuation is sensitive to growth assumptions; a single quarter may misstate durability; hidden competitive, regulatory, or accounting risks could invalidate the margin of safety.
APP MED
More from Reddit — r/ValueInvesting
Anyone else buying LULU?
Aug 13, 02:04
If I had to pick one: RDDT / ADBE / UBER / APP
Aug 12, 19:10
Peter Lynch said invest in what you know. I worked at Stride (LRN), Roper Technologies (ROP), and Nike (NKE). Here's a little of what I saw and what the true FCF data says.
Aug 12, 17:35
Understanding market sectors changed my stock-picking more than any screener or valuation tool
Aug 12, 16:28
Why Investors Fall for Shooting Stars - Jason Zweig, WSJ
Aug 11, 23:46

This Reddit post, published August 13, 2026, features u/jam_2698 discussing APP. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/jam_2698  · Tickers: APP