16 Investment write-ups to look at

u/Away_Definition5829 · Reddit — r/ValueInvesting · March 11, 2026 at 04:58 · ⬆ 99 pts · 💬 21 comments  | View on Reddit ↗
AI Summary

Summary

  • Compilation of 16 value investing write-ups from Substack
  • Highlights deep value, sum-of-the-parts, and insider buying
  • High-quality curation of external fundamental research
Score 99
Comments 21
Upvote % 98%
Full Post Text
Trade Ideas
u/Away_Definition5829 Reddit r/ValueInvesting
Hella's standalone value exceeds the entire Forvia group. The market is pricing the rest of the business at zero. Extreme sum-of-the-parts mispricing creates upside. Post-merger restructuring or deleveraging fails. 5997 - LONG | confidence: 0.90 | sentiment: +0.85 Speaker: u/Away_Definition5829 Thesis: Liquid assets of ¥5.4bn exceed the ¥3.2bn market cap. Trades at 0.37x book value with hidden real estate value. Classic net-net deep value play with insider alignment. Lack of catalyst to unlock value (Japanese value trap).
u/Away_Definition5829 Reddit r/ValueInvesting
Trades at 13x trailing earnings with 22.5% fee growth. Market misprices its two distinct earnings streams. Sum-of-the-parts valuation implies 70% upside. Insurance spread income could compress.
u/Away_Definition5829 Reddit r/ValueInvesting
8x P/E masks structural decay and negative 2026 guidance. Fragmented platforms and declining take rates hurt growth. It is a value trap rather than a value play. Successful turnaround or acquisition.
u/Away_Definition5829 Reddit r/ValueInvesting
Founder Jared Isaacman bought $15.6m in stock near lows. Trades at 8.5x forward P/E despite 20%+ growth. Strong insider conviction signals an oversold bounce. Macroeconomic slowdown impacting payment volumes.
More from Reddit — r/ValueInvesting

This Reddit post, published March 11, 2026, features u/Away_Definition5829 discussing FRVIA.PA, APO, PYPL, FOUR. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/Away_Definition5829  · Tickers: FRVIA.PA, APO, PYPL, FOUR