This isn’t r/stocks – what happened to actual value investing?
u/AceStrikeer ·
Reddit — r/ValueInvesting
· February 24, 2026 at 11:16
· ⬆ 47 pts
· 💬 45 comments
| View on Reddit ↗
AI Summary
Summary
The author laments the declining quality of posts in r/ValueInvesting, noting a shift from fundamental analysis to market timing and price-focused speculation.
The author's thesis is that the subreddit is being diluted by "beginners" who misunderstand the core principles of value investing, such as intrinsic value calculation and long-term business ownership.
Quality assessment: This is a meta-commentary on the state of the subreddit, not investment due diligence. It is noise from a trade idea perspective.
Score47
Comments45
Upvote %79%
▶ Full Post Text
Currently this sub is floated with posts, which has little to do with value investing. These post are like "Who bought MSFT's dip?" or "Is the peak Al hype the beginning of a massive decline?"
I assume these posts are from beginners, who doesn't know what value investing is.
**What do value investors do?**
"Find out how much the company is worth and pay a lot less"
*Joel Greenblatt*
**Are you an investor?**
"People who are only looking at stock prices aren't investors"
*Warren Buffet*
The key element is **Fundamental Analysis**. Its like checking the cars engine and mechanics before entering a race.
**What now?**
I appreciate that here are quite experienced value investors.
If beginners enter this sub, maybe pin a post to inform them what value investing really is, before they start posting.
We need something that prevents this sub from getting flooded with bullshit posts.
The author cites "Who bought MSFT's dip?" as an example of a low-quality post that is not aligned with value investing principles. This framing suggests that buying a stock simply because its price has dropped (i.e., "buying the dip") without fundamental analysis is a flawed strategy. The author implicitly criticizes this approach as speculative rather than investment-driven. The post implies that decisions on MSFT should be based on a deep fundamental analysis of its intrinsic value, not on short-term price movements. Lacking this analysis, one should avoid trading based on price action alone. The author does not provide any fundamental analysis on MSFT. The company's actual business performance and valuation could still present a compelling long-term opportunity, irrespective of the author's critique of how others discuss it.
This Reddit post, published February 24, 2026,
features u/AceStrikeer
discussing MSFT.
1 trade idea extracted by AI with direction and confidence scoring.