r/SecurityAnalysis

213k members
r/SecurityAnalysis is a subreddit with 213k members. The most common kinds of discussions are news and money talk, and the community frequently discusses looking for, ai, worst, ai boom, and intel, and they frequently recommend/review stock screener and reit.

Popular Themes in r/SecurityAnalysis

#1
News
: "Is Software Dead? Who Survives When AI Eats the Premium?"
50 posts
#2
Money Talk
: "Evolution of Berkshire's Portfolio (now with cash....)"
15 posts
#3
Solution Requests
: "Special Situations tool for US markets"
2 posts
#4
Pain & Anger
: "What the hell is happening with Private Credit?"
1 post
#5
Advice Requests
: "Review: Millrose Properties"
1 post
#6
Opportunities
: "Blend Labs, interesting opportunity post sell off"
1 post

Popular Topics in r/SecurityAnalysis

#1

Looking For

14 posts
#2

Ai

: "Ai & Investment Research"
9 posts
#3

Worst

8 posts
#4

Ai Boom

: "The Second Derivative: Why No One Understands the Ai Boom"
7 posts
#5

Intel

: "Intel Foundry: A Last Chance"
3 posts
#6

Credit Weekly

: "Credit Weekly: The Holdout Trade | JunkBondInvestor"
3 posts
#7

Stocks

: "Mispriced Stocks & Pitching Stocks"
3 posts
#8

Adyen

: "Adyen: Much ado about nothing...or something?"
2 posts
#9

Private Credit

: "What the hell is happening with Private Credit?"
2 posts
#10

Forest Industries

: "Forest Industries II: North American Wood Products"
2 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
Thesis
: "Evolution of Berkshire's Portfolio (now with cash....)"
41 posts
#2
Industry Report
: "Water Primer: The Misunderstood Trillion-Dollar Asset Class"
30 posts
#3
Commentary
: "Return the Dividend"
23 posts
#4
Long Thesis
: "For those who have the time"
21 posts
#5
Special Situation
: "Victoria PLC 2028 Bonds - An asymmetric Opportunity"
12 posts
#6
Discussion
: "The Mechanics of Preferred Equity"
11 posts
#7
Strategy
: "The Warring States Period: Frontier Labs Edition"
9 posts
#8
Interview/Profile
: "Charlie Munger Archive"
5 posts
#9
Macro
: "The US economy is booming"
5 posts
#10
Short Thesis
: "Priced and diagramed the layers of the AI supply chain - evaluated on true FCF yield (OCF - CapEx - SBC) for 30 tickers. The "AI winners" mostly yield below the risk-free rate."
4 posts

Member Growth in r/SecurityAnalysis

Yearly
+12k members(6.0%)

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About

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Last updated: August 11, 2026