Beaten down stocks in your watchlist that you aren’t committing yet
u/Free-Initiative7508 ·
Reddit — r/ValueInvesting
· May 16, 2026 at 07:59
· ⬆ 18 pts
· 💬 28 comments
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Summary
Author lists 11 beaten-down stocks with brief reasoning, noting they have not yet initiated positions.
Thesis is that some names have attractive valuations or moats despite recent declines, but warrants further research before committing.
Quality assessment: Speculation with surface-level analysis; not well-researched DD, more of a watchlist brainstorm.
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I am sure we are all familiar with the phrase “dont try to catch a falling knife”. However, i think some do warrant a second look given that it has fallen to a attractive valuation or some still command that medium-strong moat. Please note that as of now i havent started position in any of these stocks
In no particular order
1. Accenture ($ACN) - overblown AI fears, if anything AI will only enhance its consultating works. However, not buying yet due to not understanding the full scope of what it actually does
2. Abbott ($ABT) - might buy sub $75 range. My grandparents in their 80s, most of their medication and nutritional products are abbott owned
3. Bilibili ($BILI) - China’s answer to youtube. Last i check top & bottom line, DAUs is growing rapidly. Still command high pe
4. Fair Isaac ($FICO) - always wanted to own this but i feel that it might still go lower due to regulatory fears
5. Sea ($SE) - dominates the entire e-commerce in asia, even unseated alibaba(lazada). Competing with MELI in brazil. However, they have razor thin margins and might burn cash to take market share from meli, tik tok shop in near future
6. Moomoo ($FUTU) - Asia’s answer to robinhood. Almost all of us degens uses this to lose money in asia. Trading only at half the pe or robinhood while top & bottom line & AUM is growing monstrously
7. Domino’s ($DPZ) - might reconsider as berkshire has diluted its entire holding
8. OTIS ($OTIS) - there is no way ai is replacing vertical transportation. Concern being some of the chinese brands taking market share
9. Reddit ($RDDT) - always wanted to own this but i still feel its current share is a bit high in comparison with its peers
10. Lululemon ($LULU) - weakened moat due to new players but i feel like its risk-to-reward ratio here is attractive given its brand awareness
11. Meituan ($MPNGY) - imagine booking.com, uber, yelp, doordash, zipline, lyft bikes, instacart, groupon, opentable all merge into a single superapp. Stock crashed immensely due to food delivery war with alibaba in china.
FUTU trades at half the P/E of Robinhood while revenue, profits, and AUM grow rapidly. Valuation discount combined with dominant Asian retail brokerage market share suggests mispricing. Long on the thesis that growing user base and AUM will close the valuation gap with peers. Regulatory crackdown in China/Singapore, competitive pressure from local brokers, market downturn.
Author acknowledges weakened moat but sees attractive risk/reward due to strong brand awareness. The beaten-down price compensates for competitive threats, offering a potential value entry. Long on the assumption that brand loyalty and recovery in athleisure trends will support a rebound. Continued market share loss to new players, fashion cycle shift, inventory missteps.
Author’s grandparents rely on Abbott’s medication and nutritional products, suggesting strong brand stickiness. Price target of sub-$75 creates a risk/reward entry point for a defensive healthcare name. Buy on pullback to $75 or below as a long-term hold due to durable consumer demand. Regulatory changes, generic competition, or macro downturn delaying recovery.
This Reddit post, published May 16, 2026,
features u/Free-Initiative7508
discussing FUTU, LULU, ABT.
3 trade ideas extracted by AI with direction and confidence scoring.