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Roast my big* bets
u/AsexualMeatMannequin · Reddit — r/ValueInvesting ·
September 11, 2026 at 05:34
· ⬆ 1 pts |
View on Reddit ↗
AI Summary
{"summary": "", "reason": "no_investment_thesis", "ideas": [], "model": "deepseek-flash"}
Score
1
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Full Post Text
Roast my big* bets Reddit Airbnb Kaspi Bilibili These are the only 4 companies at >10% of my port. Am I overpaying for the young consumer? Am I pimping with moats and long term growth runway?
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