What’s a company you follow that is planning for the long term instead of the short term?
u/ninjagorilla ·
Reddit — r/ValueInvesting
· August 28, 2026 at 15:12
· ⬆ 20 pts
· 💬 76 comments
| View on Reddit ↗
AI Summary
Summary
The post asks the r/ValueInvesting community to identify companies that are strategically prioritizing long-term growth and scale over short-term profitability.
The author does not provide a personal thesis or specific tickers, acting solely as a prompt for community discussion.
Quality assessment: The original post is just a question (noise), but the community responses provide solid, albeit brief, fundamental rationales for their picks.
Management explicitly stated they prioritize long-term engagement, growth, and scale over near-term profitability. Reinvesting capital into scale and user engagement builds a wider, more defensible economic moat in Latin America. A strong long-term hold based on management's growth-focused capital allocation strategy. Short-term margin compression could lead to stock volatility and test investor patience.
Revenue increased 47% YoY, supported by a huge pipeline beyond weight loss, including immunity, oncology, and the newly approved Foundayo. Intensive efforts in AI drug design and a broad, expanding pipeline secure long-term, compounding revenue growth. Considered a "Mag 8" stock with a highly visible and bright future in next-generation pharma. Clinical trial failures, patent cliffs, or regulatory hurdles for experimental drugs.
Alphabet has a highly diversified portfolio including search, AI, Waymo, quantum computing, and biotech holdings. This extreme diversification acts like an ETF, providing multiple long-term growth verticals beyond its core advertising business. Strong long-term buy due to broad exposure to future technological monopolies and moonshots. Regulatory antitrust break-ups or failure to profitably monetize moonshot projects.
This Reddit post, published August 28, 2026,
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