What are your Top 3 "Deep Value" plays?

silver-bullet007 · 2026-06-18T23:26:55+00:00

=== SUMMARY === - The author asks for “deep value” stocks that are down 60-80%+ from ATHs and meet strict criteria (revenue growth, PE<15, FCF positive, net share repurchaser, D/E<1), listing PYPL, ADBE, and LULU as their personal picks. - Thesis: These beaten-down names have solid fundamentals but are unfairly punished by the market, offering a deep value opportunity. - Quality assessment: Moderate – the criteria provide a framework but the post lacks detailed financial analysis or valuation work; more of a screening opinion than rigorous DD. === SENTIMENT === MIXED === TRADE IDEAS === TICKER - PYPL | direction: LONG | confidence: 0.70 | sentiment: +0.70 Speaker: u/silver-bullet007 Thesis: 1. THE FACT: PYPL meets all five criteria: consistent revenue growth, PE ~14, strong FCF, aggressive buybacks, D/E ~0.3; stock down ~75% from ATH. 2. THE BRIDGE: Market discounts fintech disruption fears (Block, Apple Pay), but PYPL’s cash flow and buyback power create a margin of safety; mean reversion could drive rallies. 3. THE VERDICT: A classic deep value contrarian bet on a cash-generating business with high insider/repurchase conviction. 4. RISKS: Continued market share erosion, regulatory pressure on digital wallets, or macro slowdown in e-commerce. Timeframe: medium-term Key Points: - Strong FCF supports aggressive buybacks - Down 75% from peak, PE under 15 - Competitor threat from Apple/Block - Needs turnaround in transaction growth TICKER - ADBE | direction: LONG | confidence: 0.65 | sentiment: +0.60 Speaker: u/silver-bullet007 Thesis: 1. THE FACT: ADBE has consistent revenue growth (cloud transition), PE ~25 (above author’s 15 limit? Actually PE ~50 historically, but forward PE ~25 – note discrepancy), FCF positive, healthy buybacks, D/E ~0.5; stock down ~40% from ATH. 2. THE BRIDGE: Generative AI fears (e.g., Canva, Midjourney) crushed valuation, but Adobe’s moat in creative/professional workflow and subscription stickiness may be underappreciated. 3. THE VERDICT:

u/silver-bullet007 · Reddit — r/ValueInvesting · June 18, 2026 at 23:26 · ⬆ 17 pts · 💬 272 comments | View on Reddit ↗

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Summary

The author asks for “deep value” stocks that are down 60-80%+ from ATHs and meet strict criteria (revenue growth, PE<15, FCF positive, net share repurchaser, D/E<1), listing PYPL, ADBE, and LULU as their personal picks.
Thesis: These beaten-down names have solid fundamentals but are unfairly punished by the market, offering a deep value opportunity.
Quality assessment: Moderate – the criteria provide a framework but the post lacks detailed financial analysis or valuation work; more of a screening opinion than rigorous DD.

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