Somehow going against this sub's takes have always worked out for me

u/Sarkhaaan · Reddit — r/ValueInvesting · June 24, 2026 at 20:26 · ⬆ 29 pts · 💬 54 comments  | View on Reddit ↗
AI Summary

Summary

  • The author claims that taking contrarian positions against this sub’s consensus on memory stocks (specifically Sandisk/WDC and Micron) yielded a ~300% gain.
  • The post is a personal anecdote criticizing the sub’s value investing approach, arguing that following one’s own research beats crowd opinion.
  • Quality assessment: Noise – anecdotal evidence with strong survivorship bias; lacks data, valuation analysis, or forward-looking thesis.
Score 29
Comments 54
Upvote % 68%
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