r/SecurityAnalysis

210k members
r/SecurityAnalysis is a subreddit with 210k members. The most common kinds of discussions are news and money talk, and the community frequently discusses ai, market, looking for, stock, and deep dive, and they frequently recommend/review stock screener and reit.

Popular Themes in r/SecurityAnalysis

#1
News
: "Hindenburg Research - Carvana: A Father-Son Accounting Grift For The Ages"
71 posts
#2
Money Talk
: "Evolution of Berkshire's Portfolio (now with cash....)"
21 posts
#3
Advice Requests
: "Where do stock returns come from? A napkin framework."
4 posts
#4
Opportunities
: "Power Overwhelming: do we need to fill a $1.5T AI revenue hole?"
4 posts
#5
Solution Requests
: "Coreweave vs Nebius"
1 post
#6
Pain & Anger
: "The Luxury Beauty Flywheel is Broken"
1 post
#7
Ideas
: "The Future of Programming: Copilots vs. Agents (Part I)"
1 post
#8
Self-Promotion
: "RDUS - Radius Recycling"
1 post

Popular Topics in r/SecurityAnalysis

#1

Ai

: "Investing in the Age of Generative Ai"
28 posts
#2

Market

: "David Giroux on why stock Market valuations are scary"
19 posts
#3

Looking For

14 posts
#4

Stock

: "Where do Stock returns come from? A napkin framework."
13 posts
#5

Deep Dive

13 posts
#6

Investing

: "Investing in the Age of Generative AI"
12 posts
#7

Value

: "Datadog Fair Value"
12 posts
#8

Investment

: "ITHE PABRAI Investment FUND IV, LP Performance Summary:"
12 posts
#9

Worst

9 posts
#10

Equity

: "5 Takeaways from CalSTRS’ Private Equity Performance Report"
8 posts

Products Discussed in r/SecurityAnalysis

Stock Screener

14 reviews
#1
Stock Screener
5.0 from 2 reviews
#2
Finviz
3.0 from 2 reviews
#3
Morningstar
4.5 from 2 reviews

Reit

1 review
#1
REITs
5.0 from 1 review

Flair Used in r/SecurityAnalysis

#1
Commentary
: "Big Tech's Deteriorating Earnings Quality"
33 posts
#2
Thesis
: "Evolution of Berkshire's Portfolio (now with cash....)"
27 posts
#3
Industry Report
: "5 Takeaways from CalSTRS’ Private Equity Performance Report"
27 posts
#4
Macro
: "Oaktree's Howard Marks on Credit Yields, Trump's Tariffs"
15 posts
#5
Investor Letter
: "Warren Buffett Final Shareholder Letter"
14 posts
#6
Long Thesis
: "Reflections on a career in security selection (equity/credit research)"
13 posts
#7
Discussion
: "The Mechanics of Preferred Equity"
12 posts
#8
Strategy
: "ITHE PABRAI INVESTMENT FUND IV, LP Performance Summary:"
11 posts
#9
Interview/Profile
: "Warren Buffett explains why Berkshire reduced its big Apple stake"
10 posts
#10
Short Thesis
: "Hindenburg Research - Carvana: A Father-Son Accounting Grift For The Ages"
8 posts

Member Growth in r/SecurityAnalysis

Yearly
+11k members(5.4%)

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About

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Last updated: June 18, 2026