What is your less known value stock in your port?

u/Creative-Adjt · Reddit — r/ValueInvesting · August 21, 2026 at 00:00 · ⬆ 15 pts · 💬 106 comments  | View on Reddit ↗
AI Summary

Summary

  • The author is crowdsourcing lesser-known value stock ideas from the community and asking about typical investment horizons.
  • The author mistakenly classifies mega-cap tech and growth stocks (MAG7, ASML) as "value," prompting backlash from the community.
  • Quality assessment: The original post is mostly noise and beginner curiosity, but the comments yield one well-reasoned fundamental trade idea (ERII).
Score 15
Comments 106
Upvote % 86%
Ideas
u/Creative-Adjt Reddit r/ValueInvesting
ERII has >90% market share in water desalination parts, but the stock has been hit by the Iran conflict impacting their GCC country projects. This creates a temporary, geopolitically-driven discount on a company with a near-monopoly in a secularly growing industry. Buying ERII now offers significant upside as the Middle East conflict eventually resolves and desalination demand continues to expand. Prolonged or escalating conflict in the Middle East; potential shifts in desalination technology.
ERII HIGH
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This Reddit post, published August 21, 2026, features u/Creative-Adjt discussing ERII. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Creative-Adjt  · Tickers: ERII