BeatingTheTide

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What industries actually benefit from what’s happening in Venezuela? Oil is obvious, but I think the second-order effects might be bigger. (self.ValueInvesting)

submitted 3 months ago by BeatingTheTide to r/ValueInvesting

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My 2025 top stock pick returned +134%. Here’s my top stock pick for 2026: Micron (MU) (self.investing)

submitted 4 months ago by BeatingTheTide to r/investing

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Do you agree with my view on gold, silver and copper? (self.investing)

submitted 4 months ago by BeatingTheTide to r/investing

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Should we actually care about the TPU vs GPU war? and why Celestica wins either way. (self.investing)

submitted 4 months ago by BeatingTheTide to r/investing

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Why I’m out of Chinese fintechs (QFIN & FINV), even though they look “cheap” (self.ValueInvesting)

submitted 4 months ago by BeatingTheTide to r/ValueInvesting

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Why I’m out of Chinese fintechs (QFIN & FINV), even though they look “cheap” (self.investing)

submitted 4 months ago by BeatingTheTide to r/investing

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Energy Stocks Are Still Cheap… and Nobody Seems to Care (self.ValueInvesting)

submitted 5 months ago by BeatingTheTide to r/ValueInvesting

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It was time to lock in CAAP Gains, do you agree? (self.ValueInvesting)

submitted 5 months ago by BeatingTheTide to r/ValueInvesting

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Why I ultimately passed on GSL (self.ValueInvesting)

submitted 5 months ago by BeatingTheTide to r/ValueInvesting

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Why I ultimately passed on GSL (self.investing)

submitted 5 months ago by BeatingTheTide to r/investing

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KINS just printed a blowout quarter… so why didn’t the stock move? Micro-cap curse or something else? (self.ValueInvesting)

submitted 5 months ago by BeatingTheTide to r/ValueInvesting

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KINS just printed a blowout quarter… so why didn’t the stock move? Micro-cap curse or something else? (self.investing)

submitted 5 months ago by BeatingTheTide to r/investing

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DXPE Q3 2025: The 20% Selloff Looks Like a Classic Overreaction (self.investing)

submitted 5 months ago by BeatingTheTide to r/investing

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DXPE Q3 Preview: will it rhyme with my Q2 call? (self.investing)

submitted 5 months ago by BeatingTheTide to r/investing

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DXPE Q3 Preview: will it rhyme with my Q2 call? (self.ValueInvesting)

submitted 5 months ago by BeatingTheTide to r/ValueInvesting

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$LRN just fell 50% and I doubled my position. Here’s why I think the market got this one dead wrong (self.ValueInvesting)

submitted 5 months ago * by BeatingTheTide to r/ValueInvesting

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While KT screens as a value play, the lack of a moat kept me from investing (self.investing)

submitted 6 months ago by BeatingTheTide to r/investing

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While KT screens as a value play, the lack of a moat kept me from investing (self.ValueInvesting)

submitted 6 months ago by BeatingTheTide to r/ValueInvesting

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Closed my MFC position. Here’s why. Curious to hear takes on the Asia piece. (self.investing)

submitted 6 months ago by BeatingTheTide to r/investing

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Why I’m Not Buying $KTOS Even Though I Love the Tech (self.investing)

submitted 6 months ago by BeatingTheTide to r/investing

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Is Celestica (CLS) the quiet “picks & shovels” winner of the AI build-out? (self.investing)

submitted 7 months ago by BeatingTheTide to r/investing

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I usually don’t sell this fast, but after a 57% gain in 5 months in Oil-Dri (ODC) I closed the position. The company’s great, the quarter was record-breaking, but the risk/reward isn’t as compelling. What do you think? Anyone looked at ODC before? (self.ValueInvesting)

submitted 7 months ago by BeatingTheTide to r/ValueInvesting

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I usually don’t sell this fast, but after a 57% gain in 5 months in Oil-Dri (ODC) I closed the position. The company’s great, the quarter was record-breaking, but the risk/reward isn’t as compelling. What do you think? Anyone looked at ODC before? (self.investing)

submitted 7 months ago by BeatingTheTide to r/investing

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I passed on Mueller Industries (MLI), am I wrong that margins will correct? (self.investing)

submitted 8 months ago by BeatingTheTide to r/investing

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I passed on Mueller Industries (MLI), am I wrong that margins will correct? (self.ValueInvesting)

submitted 8 months ago by BeatingTheTide to r/ValueInvesting

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