Beginning portfolio build. Unique situation. Keep me in line.

u/Boring_Asparagus9865 · Reddit — r/ValueInvesting · January 10, 2026 at 18:07 · 💬 27 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author is building a short-term value portfolio and is bullish on Cloudflare ahead of expected positive January earnings.

NET — LONG The author sees Cloudflare (NET) as a quality stock at a great entry price and expects a positive earnings report at the end of January, and says he will buy shares. He is building a short-term value portfolio with holding period under two months, making the upcoming earnings the concrete catalyst. The view is directional long on NET ahead of that report.

It's a quality stock currently at a great price with a positive earnings report expected at the end of January. I'm definitely going to buy some

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u/Boring_Asparagus9865 Reddit r/ValueInvesting
Bullish Cloudflare on quality and expected positive January earnings.
The author sees Cloudflare (NET) as a quality stock at a great entry price and expects a positive earnings report at the end of January, and says he will buy shares. He is building a short-term value portfolio with holding period under two months, making the upcoming earnings the concrete catalyst. The view is directional long on NET ahead of that report.
NET MED
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This Reddit post, published January 10, 2026, features u/Boring_Asparagus9865 discussing NET. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Boring_Asparagus9865  · Tickers: NET