u/EnvironmentalFeed246 ·
Reddit — r/ValueInvesting
· 2026년 5월 9일, 10:50
· ⬆ 16 포인트
· 💬 9 개 댓글
| Reddit에서 보기 ↗
AI 요약
=== 요약 ===
- 작성자는 r/ValueInvesting 서브레딧에 성장주(엔비디아를 예로 듦)를 너무 배척하지 말고, 자신의 능력 범위와 DCF 모델링에 의존할 것을 요청하는 위시리스트를 공유함.
- 이 게시물은 특정 투자 논리가 아닌 서브레딧 문화에 대한 메타 논평이며, 작성자는 과거 성공 사례(구글, 엔비디아)를 언급하고 레딧 DCF를 공유할 계획이라고 밝힘.
- 품질 평가: 잘 연구된 DD(실사)가 아닌 의견/성찰임. 현재 실행 가능한 분석은 없음.
=== 시장 심리 ===
중립
=== 투자 아이디어 ===
이 게시물에는 실행 가능한 투자 아이디어가 없음.
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I have been on this sub reddit for many years, and have picked up tons of stocks recommendations that did well (Especially Google recently!). Overall, I am super grateful for this sub, and I wanted to share my thoughts/views/wishlists!
* **Wishlist 1: Can we not be dismissive of growth stocks (Ex: Nvidia 2.5 years back)**
* People hated Nvidia on this sub, not everyone, but a lot of top upvoted comments. I still invested in Nvidia primary because I saw how AI was supplanting people in some usecases, and I could see this happening with devs and even my role (my producitivity is already up like 30-40%), I could make AI bet primarily because I was it in my circle of competence
* **Wishlist 2: Circle of competence**
* This is something Buffet speaks of quite a bit. A lot of analysis/thesis here seems very broad and generalised. It would be great to have people using their circle of competence and connecting it to the macro picture. Honestly, I wouldn't mind paying like $50/100 just to get this view. Nothing like having a graphic designer or someone from an agency talk about Adobe
* **Wishlist 3: Science to intrinsic value**
* Eventually, intrinsic value is determined by DCF, which itself is prone to assumptions. I would love to see analyst style price targets etc, which will force us to model this assumptions. I think it makes for a sharper discussions, instead of my gut feel says reddit stock is going to the moon!
On (2) and (3), I will share my DCF for reddit in a few days!