u/ekonixlab ·
Reddit — r/ValueInvesting
· 2026년 3월 23일, 19:59
· ⬆ 16 포인트
· 💬 43 개 댓글
| Reddit에서 보기 ↗
AI 요약
=== 요약 ===
- 작성자는 분기별 보고에서 반기별 보고로의 가상적 또는 제안된 시장 전환을 강하게 비판하며, 이것이 주주에 대한 투명성을 파괴한다고 주장합니다.
- 그들은 장기 투자에 대한 실제 위험은 금융 보고의 빈도가 아니라 24시간 시장으로의 움직임과 헤드라인에 기반한 개인 투자자의 패닉 매도라고 주장합니다.
- 품질 평가: 잡음/불만. 이 게시물은 주로 시장 구조 변화(및 작성자의 중단된 앱 프로젝트)에 대한 개인적인 불만으로, 실행 가능한 투자 실사가 아닙니다.
=== 심리 ===
중립
=== 매매 아이디어 ===
이 게시물에는 실행 가능한 매매 아이디어가 없습니다.
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Man, I’m actually pissed. If the market switches to bi-annual reporting, it’s game over for transparency.
I just spent a ridiculous amount of time building an app specifically to track quarterly data (RIP my codebase), but personal bias aside, why would any shareholder want to know less about the company they literally own???
It’s absolute insanity.
The "rationale" they're feeding us is that we’re following the UK model to "encourage long-term thinking" and "incentivize more IPOs."
The reality? There is ZERO evidence for this. NONE. Since the UK implemented this, they haven't seen a surge in companies going public, and stock performance hasn't magically improved. It’s a solution looking for a problem that doesn't exist.
Don't let the "pro-investor" spin fool you. As an owner, I want every scrap of data I can get. If I could see daily sales and earnings in real-time, I’d be checking it. Having more information doesn't make you "short-term focused", it just gives you clarity.
You know what actually destroys long-term investing? 24/7 markets. And that’s exactly where we’re headed.
99% of the time, people don't lose money because the fundamentals changed to fast; they lose money because they panic when the price fluctuates for no reason. People see a headline like "AI is replacing all software,"watch their Adobe or Salesforce position tank, and sell at the bottom even though the company itself is fine. That's the real killer.
Maybe I’m just salty because my app is about to become a historical archive, but don't get it twisted: less reporting is bad for us and great for making the "wall" between investors and companies even thicker.
TL;DR: Bi-annual reporting is a scam, the UK "proof" is non-existent, and we’re being traded for less transparency while 24/7 markets encourage the very gambling they claim to be fixing. AND, aliens are real.