Where to find value when everything has had a bull run?

Unfair_Ordinary_4436 · 2026-06-17T16:30:27+00:00

=== SUMMARY === - The author is a new investor worried that after a prolonged bull run, all stocks and ETFs are overvalued; they fear buying near a top but also fear missing further gains. - They consider holding cash to deploy during a crash versus dollar-cost averaging into diversified ETFs (EUNN, IBCG) to reduce US/tech concentration. - The post is speculative and reflects classic market-timing anxiety, lacking detailed fundamental analysis – more of a strategy question than a researched DD. === SENTIMENT === MIXED === TRADE IDEAS === TICKER - NOW | DIRECTION: LONG | confidence: 0.50 | sentiment: +0.30 Speaker: u/Unfair_Ordinary_4436 (via top comment by u/Ozzark3) Thesis: 1. THE FACT: NOW (ServiceNow) is trading near its 52-week low, down roughly 1/3 from ATH, and the comment identifies it as a high-quality company. 2. THE BRIDGE: If the company’s fundamentals remain strong and the selloff is sentiment-driven, the current price offers a value entry point in a “hated” name. 3. THE VERDICT: Buy near 52-week low with a medium-term horizon, expecting mean reversion as market sentiment shifts. 4. RISKS: Continued tech weakness, macro slowdown impacting enterprise IT spending, or earnings disappointments. Timeframe: medium-term Key Points: - Large-cap SaaS at multi-month low - Strong recurring revenue model - Competing with cloud/enterprise peers TICKER - ZS | DIRECTION: LONG | confidence: 0.50 | sentiment: +0.30 Speaker: u/Unfair_Ordinary_4436 (via top comment by u/Ozzark3) Thesis: 1. THE FACT: Zscaler (ZS) also sits at a 52-week low, down significantly from ATH. 2. THE BRIDGE: Zero-trust security is a secular growth trend; if the selloff is broad tech rotation, the valuation may be compelling for long-term holders. 3. THE VERDICT: Accumulate on weakness with a medium-term view, targeting recovery as cybersecurity spending continues. 4. RISKS: Competition from Palo Alto/Cisco, slowing growth, or margin compression. Timeframe: medium-term Key Points: - 52-week low,

u/Unfair_Ordinary_4436 · Reddit — r/ValueInvesting · June 17, 2026 at 16:30 · ⬆ 15 pts · 💬 94 comments | View on Reddit ↗

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Summary

The author is a new investor worried that after a prolonged bull run, all stocks and ETFs are overvalued; they fear buying near a top but also fear missing further gains.
They consider holding cash to deploy during a crash versus dollar-cost averaging into diversified ETFs (EUNN, IBCG) to reduce US/tech concentration.
The post is speculative and reflects classic market-timing anxiety, lacking detailed fundamental analysis – more of a strategy question than a researched DD.

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