u/itchypig ·
Reddit — r/ValueInvesting
· 2026년 4월 20일, 20:12
· ⬆ 18 포인트
· 💬 19 개 댓글
| Reddit에서 보기 ↗
AI 요약
=== 요약 ===
- 게시글은 시리우스XM (SIRI)이 명확한 뉴스 없이 52주 신고가를 기록한 것에 대해 논의하며 커뮤니티 의견을 구합니다.
- 작성자의 테제: SIRI는 강력한 현금 흐름, 자사주 매입, 배당금, 낮은 자본 지출 덕분에 가치주로 자리매김했지만, 최근 주가 급등은 설명되지 않았습니다.
- 작성자는 보유자였지만 긍정적 펀더멘탈에 대한 시장 반응이 미온적이어서 불만을 느끼며 비중을 축소했습니다.
- 품질 평가: 추측. 작성자는 맥락을 제공하지만 주로 촉매를 추측하고 있으며, 깊이 있는 실사를 제시하지 않습니다.
=== 심리 ===
혼합
=== 투자 아이디어 ===
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SIRI hit its 52-week-high on no news (from what I can tell). I'm wondering if the hive mind here may have any idea what's going on?
For context, SIRI has been a value play for a while due to losing subscribers year-over-year but with low churn and retaining massive cash flow, fueling cannibalization (buybacks) and a large dividend. This has all been helped by lower capex due to where they are in their satellite launch cycle.
SIRI was on my radar starting around a year ago with Ted Weschler's high-conviction bet. I'd been a bag holder for a while and (unfortunately for me) had actually started trimming the position because I was tired of good news being met with no market reaction (that's a lesson for me to reflect on another time).
Anyway, after a year of no/negative movement, it's up 24% this month and I can't figure out why. Maybe others have hypotheses on what might be driving institutional buyers to consider it now when they weren't before? Maybe there's leaked info somewhere that hasn't yet made it to the public? Appreciate your all's perspective!