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u/Times_Abacus 5.0 2 ideas

Reddit r/ValueInvesting
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Per mention Per thesis
ⓘ First mention per (ticker, direction)
Layout Default A B C D
Avg YTD Return
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2 thesis opens · 2 long · 0 short
Consumer (2) dominates · 1 themes
Best Performer
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Worst Performer
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Theme: · Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisMentionedSrc
1 RDDT Reddit, Inc. LONG MED $164.31 Consumer RDDT appears optically expensive but is operating well below its true earning capacity. Th… Apr 23 REDDIT
2 SPOT Spotify Technology LONG MED $522.88 Consumer SPOT appears optically expensive but is operating below its true earning capacity. Market … Apr 23 REDDIT
Positions
TickerDirEntryP&LDate
RDDT LONG $164.31 Apr 23
SPOT LONG $522.88 Apr 23
RDDT appears optically expensive but is operating well below its true earning capacity. The market underestimates its earning potential or moat, creating an undervalued opportunity. The stock is cheap relative to future earnings power, making it a compelling long-term buy. Failure to realize earning capacity, increased competition, or monetization challenges.
RDDT MED Apr 23, 04:03
Key Points
['Optically expensive but not', 'Below true earning capacity', 'Market mispricing opportunity']
● Reddit — r/ValueInvesting ⏲ long-term Source ↗
April 23, 2026 at 04:03
● u/Times_Abacus
Reddit r/ValueInvesting
SPOT appears optically expensive but is operating below its true earning capacity. Market misprices its future earnings growth due to underestimation of moat or monetization potential. Undervalued based on underestimated earning power, offering long-term upside. Inability to scale profitability, competitive pressures, or content cost issues.
SPOT MED Apr 23, 04:03
Key Points
['Perceived as expensive but cheap', 'Earning capacity underestimated', 'Long-term growth potential']
● Reddit — r/ValueInvesting ⏲ long-term Source ↗
April 23, 2026 at 04:03
● u/Times_Abacus
Reddit r/ValueInvesting
u/Times_Abacus (Reddit r/ValueInvesting) | 2 trade ideas tracked | DUOL, SPOT, RDDT | Reddit | Buzzberg