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What is that one stock you once had high conviction in, but it never reached the fair value you had in mind?

u/Far-East-locker · Reddit — r/ValueInvesting · May 02, 2026 at 15:02 · ⬆ 20 pts · 💬 74 comments  | View on Reddit ↗
AI Summary

Summary

  • The post asks users to share stocks they once had high conviction in that never reached fair value; it is a retrospective discussion rather than a specific thesis.
  • The top comment from u/Subject_Thanks2605 provides a strong current conviction: holding RDDT until it reaches a $320B market cap (10x), citing past regret on META.
  • Quality assessment: Noise / anecdotal sentiment — no data or valuation analysis, but the comment expresses a clear, long-term bullish position.
Score 20
Comments 74
Upvote % 88%
Ideas
u/Far-East-locker Reddit r/ValueInvesting
The commenter explicitly states they will hold RDDT “till I’m in the coffin, or it reaches at least 320B (10x).” Past regret on META (sold before it reached fair value) reinforces a decision to hold RDDT regardless of short-term volatility, implying a multi-year conviction. High-conviction, extremely bullish long on RDDT with a fixed price target (10x current market cap, implying ~$320B). No fundamental analysis is provided, but the conviction is clear. No valuation support; unrealistic multiple expansion; social media competition; user growth deceleration; market cap target may never materialize.
More from Reddit — r/ValueInvesting

This Reddit post, published May 02, 2026, features u/Far-East-locker discussing RDDT. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Far-East-locker  · Tickers: RDDT