Author lists seven current value-stock plays they say they hold, with bull cases for Reddit, Uber, Adobe, Salesforce, Amazon, Schwab, and LPLA.
RDDT — LONG Author is long Reddit as a value play, arguing that half the street hates it while its business is up and ad growth and monetization are solid. They claim Reddit's data is being used as the engine for AI searches and frames the stock as buying the dip on authenticity versus AI slop. No specific catalyst or horizon is supplied, and the stated uncertainty is whether Reddit will act against AI slop.
$RDDT
- half the street hates RDDT right now, why? Cause the other half hates it. Its biz is up. Ad growth and monetization are solid. And its data is being used as the engine for ai searches.
- why I love it? Because I’m buying the dip on “authenticity”. AI slop is destroying the internet. RDDT could be a force of good. #stoptheslop. Do they have plans to do so? No clue, but I bet they will.
UBER — LONG Author is long Uber, saying it always faces headwinds like unions and lawsuits but that autonomous vehicles are a tailwind, not a headwind. They argue Uber's business is hard to build and compete with and easier to partner with, so it could be to autonomous vehicles what Apple is to AI apps. No explicit horizon is given; the stated risk is the existing legal and union headwinds and uncertainty around the analogy.
$UBER
- uber always has headwinds. Unions. Drivers suing uber, uber suing drivers, drivers suing riders, riders suing drivers who are suing uber… you know what the problem is? People. And we are so darn close to getting rid of half that equation. Drivers be gone, costs be down and riders beware!
- the emergence of autonomous vehicles is a tailwind not a headwind, uber will to autonomous vehicles what apple is to ai apps? Idk but i think it’s really hard to build and compete with the business of uber and easier to partner
ADBE — LONG Author is long Adobe, arguing the SaaS selloff is overdone because Adobe's enterprise relationships and F500 penetration make it much more than a design tool. They claim people selling ADBE have not done enterprise sales, and by the time a new Figma reaches parity Adobe will be 10x where they are. No explicit horizon is supplied; the stated risk is competitive design/webapp disruption and the market belief that anyone can engineer a design webapp.
$ADBE
- the SaaS slinging slasher, is slaughtering ADBE!
- the why is clear, most seemingly disappeared. Anyone can engineer a design webapp (yet no one has…)
- people who sell ADBE have never done an enterprise sale with a F500. And neither have I. But there is sooo much more to ADBE than vibecoding a design studio. They work with 97% of F500s and by the time some whips up the next figma and gets to parity with ADBE, ADBE will be 10x where they are.
CRM — LONG Author is long Salesforce despite distrust, arguing Agentforce is both a headwind and a tailwind. They believe Salesforce's cash can fund talent and acquisitions of vertical CRM competitors, and they assert sales is durable and will not disappear. The main stated risk is the author's own distrust of Salesforce and the Agentforce headwind.
$CRM
- agent force is the headwind and the tailwind. I
Don’t trust Salesforce that much. But they got money to spend and they will do so on talent and acquisitions of vertical CRM competitors. Sales ain’t going nowhere I promise!
AMZN — LONG Author is long Amazon because robots will replace 50% of factory workers within the next decade, clearing its largest liability of unionized humans. They also argue autonomous delivery mechanisms would be similarly beneficial. The stated catalyst is automation adoption over the next decade; the stated liability is unionized labor.
$AMZN
- robots. I’d end it there but this mod is on my a$$. Amazon will replace 50% of factory workers with robots in the next decade and they will as a result clear that balance sheet of their largest liability. Unionized humans! Also their delivery mechanisms becoming autonomous would be similarly beneficial.
SCHW — LONG Author is long Charles Schwab, arguing the custodian was unfairly sold off after a half-baked tax agent launched by Altruist. They say the product is garbage, custodians are not going away, and Schwab's healthy business stands to benefit from agentic workflows reducing the need for representatives. The stated risk is competitive/technological disruption from tax and agent products.
$SCHW
- custodian that was slashed by some half baked tax agent launched by Altrusit… I’ve seen that product up close. It’s garbage. Something anyone could vibe code, ironically! Custodians ain’t going nowhere and Schwab has a healthy biz that stands to benefit from agentic workflows that reduce the need for reps
LPLA — LONG Author is long LPL Financial, attributing the decline to the same reason as Schwab. They argue LPL's inorganic advisor growth has been booming and, although that may level off, organic growth through asset consolidation using conversational intelligence to increase conversions will boom. The stated risk is inorganic growth leveling off.
$LPLA
- down for same reason as Schwab. If you know LPL you know they are in the business of inorganic growth of advisors and business has been a booming! Likely that will level off, but organic growth through asset consolidation using conversational intelligence to increase conversions will boom this buster.