r/SecurityAnalysis

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About r/SecurityAnalysis

A subreddit dedicated to discussing Security Analysis.

The community at a glance

r/SecurityAnalysis is a Subreddit for Investors with roughly 214K members. It has been around since 2010. It uses a forum format for communication.

Roughly 13K members have joined in the past year. Popular discussion topics include Looking For, Worst, and Ai. Common discussion themes are Money Talk and Solution Requests. Product recommendations often mention book, reading, and resource.

On Reddit
Established 2010
214K Members

Community Topics

Community Features

Forum

This community has a forum

Subreddit Analysis

via GummySearch
Yearly: +13K members
Growth: +6.3% / year

Member growth over time

All time (yearly)

  • 2013: 3K members
  • 2014: 3K members
  • 2015: 3K members
  • 2016: 6K members
  • 2017: 8K members
  • 2018: 13K members
  • 2019: 25K members
  • 2020: 43K members
  • 2023: 86K members
  • 2024: 8K members
  • 2025: 5K members
  • 2026: 11K members

Past year (monthly)

  • Nov: 659 members
  • Dec: 738 members
  • Jan: 3K members
  • Feb: 885 members
  • Mar: 989 members
  • Apr: 762 members
  • May: 1K members
  • Jun: 1K members
  • Jul: 1K members
  • Aug: 1K members
  • Sep: 765 members
  • Oct: 39 members

Themes

  • Money Talk
    23 posts in the past month
    1. CoreWeave just paid $640 million in interest in a single quarter, up 139% in a year
    2. Alphabet made more from its investments than from Google. It sold almost none of them.
    3. Victoria PLC 2028 Bonds - An asymmetric Opportunity
    #1
    Money Talk
    CoreWeave just paid $640 million in interest in a single quarter, up 139% in a year · Alphabet made more from its investments than from Google. It sold almost none of them. · Victoria PLC 2028 Bonds - An asymmetric Opportunity
    23
  • Solution Requests
    3 posts in the past month
    1. Vibe Coded Financial Terminals - which one?
    2. Selling FDS when true FCF yield compressed below 6%. Starting VCISY and ADRNY at 12%+ true FCF yields with ECB independence as the macro thesis. Also: has anyone solved the IFRS XBRL tag mapping problem for European ADR analysis? Let me know.
    3. The Mechanics of ARR Loans
    #2
    Solution Requests
    Vibe Coded Financial Terminals - which one? · Selling FDS when true FCF yield compressed below 6%. Starting VCISY and ADRNY at 12%+ true FCF yields with ECB independence as the macro thesis. Also: has anyone solved the IFRS XBRL tag mapping problem for European ADR analysis? Let me know. · The Mechanics of ARR Loans
    3
  • News
    1 post in the past month
    1. Morgan Stanley’s AI Guidebook & What If the Frontier Slows Down?
    #3
    News
    Morgan Stanley’s AI Guidebook & What If the Frontier Slows Down?
    1
  • Self-Promotion
    1 post in the past month
    1. Three weeks ago I posted a tool that reproduces Burry's stock-comp math. It's now a free toolkit, and strangers' criticism made it better. Update inside.
    #4
    Self-Promotion
    Three weeks ago I posted a tool that reproduces Burry's stock-comp math. It's now a free toolkit, and strangers' criticism made it better. Update inside.
    1

Topics

  • Looking For
    14 posts in the past month
    #1
    Looking For
    14
  • Worst
    8 posts in the past month
    #2
    Worst
    8
  • Ai
    7 posts in the past month
    1. What a Dollar of AI Datacenter Actually Earns
    2. AI Bears Have the Right Numbers and the Wrong Names
    3. True FCF yield and Y220 applied to consumer discretionary and staples names. DECK at 8.43% yield and 16.5% CAGR is the standout. Looking for pushback on the GTM thesis specifically - is AI really killing enterprise B2B data or is the market overpricing the doomsday scenario?
    #3
    Ai
    What a Dollar of AI Datacenter Actually Earns · AI Bears Have the Right Numbers and the Wrong Names · True FCF yield and Y220 applied to consumer discretionary and staples names. DECK at 8.43% yield and 16.5% CAGR is the standout. Looking for pushback on the GTM thesis specifically - is AI really killing enterprise B2B data or is the market overpricing the doomsday scenario?
    7
  • Investment
    2 posts in the past month
    #4
    Investment
    2
  • Comcast
    2 posts in the past month
    #5
    Comcast
    2

Flair

  • Thesis
    15 posts in the past month
    1. Meta spent $31.1B in a quarter. Price per ad is still +12%
    2. Bill Gates recently bought $1.58B of this trash company
    3. Reddit Inc: DCF valuation using Aswath Damodaran’s approach
    #1
    Thesis
    Meta spent $31.1B in a quarter. Price per ad is still +12% · Bill Gates recently bought $1.58B of this trash company · Reddit Inc: DCF valuation using Aswath Damodaran’s approach
    15
  • Commentary
    11 posts in the past month
    1. Morgan Stanley’s AI Guidebook & What If the Frontier Slows Down?
    2. Muse Is a Memory Story, The Market Traded It as a CPU Story
    3. What a Dollar of AI Datacenter Actually Earns
    #2
    Commentary
    Morgan Stanley’s AI Guidebook & What If the Frontier Slows Down? · Muse Is a Memory Story, The Market Traded It as a CPU Story · What a Dollar of AI Datacenter Actually Earns
    11
  • Discussion
    10 posts in the past month
    1. CoreWeave just paid $640 million in interest in a single quarter, up 139% in a year
    2. Vibe Coded Financial Terminals - which one?
    3. Emerging market life cycles
    #3
    Discussion
    CoreWeave just paid $640 million in interest in a single quarter, up 139% in a year · Vibe Coded Financial Terminals - which one? · Emerging market life cycles
    10
  • Long Thesis
    9 posts in the past month
    1. NFLX is now ~$71. At what point does this stop being a falling knife and start being a value stock?
    2. For those who have the time
    3. I spent the summer on FICO reading every deep dive and sell side research. Here's where I think they all go wrong
    #4
    Long Thesis
    NFLX is now ~$71. At what point does this stop being a falling knife and start being a value stock? · For those who have the time · I spent the summer on FICO reading every deep dive and sell side research. Here's where I think they all go wrong
    9
  • Industry Report
    8 posts in the past month
    1. Bloomberg’s 7 Powers & Why the Terminal Dominates Financial Markets | The Terminalist
    2. The Two Trillion Dollar Bottleneck: AI & Energy
    3. Meta: Compute Is the Heart of the Business
    #5
    Industry Report
    Bloomberg’s 7 Powers & Why the Terminal Dominates Financial Markets | The Terminalist · The Two Trillion Dollar Bottleneck: AI & Energy · Meta: Compute Is the Heart of the Business
    8

Product recommendations

  • book
    17 posts in the past month
    1. Best recent books about investing?
    2. Best book on .com bubble
    3. Best book or textbook on stock valuation?
    #1
    book
    Best recent books about investing? · Best book on .com bubble · Best book or textbook on stock valuation?
    17
  • reading
    15 posts in the past month
    1. Recommended Reading on Energy (a reading list) - John Kemp
    2. Value Investors Club: Recommended Reading?
    3. I wrote a summary of everything I've learned from this group and the books recommended over the last few years
    #2
    reading
    Recommended Reading on Energy (a reading list) - John Kemp · Value Investors Club: Recommended Reading? · I wrote a summary of everything I've learned from this group and the books recommended over the last few years
    15
  • resource
    5 posts in the past month
    1. 2022 Analysis + Future Outlook – What are the best resources?
    2. Best research platform for retail / individual investors
    3. Best resource for learning to calculate net diluted shares outstanding?
    #3
    resource
    2022 Analysis + Future Outlook – What are the best resources? · Best research platform for retail / individual investors · Best resource for learning to calculate net diluted shares outstanding?
    5
  • broker
    3 posts in the past month
    1. Best US stock broker, non US citizen
    2. Best South African broker?
    3. What's the best brokers for Europe?
    #4
    broker
    Best US stock broker, non US citizen · Best South African broker? · What's the best brokers for Europe?
    3
  • podcast
    2 posts in the past month
    1. Best investment podcasts?
    2. Any security analysis podcasts you recommend?
    #5
    podcast
    Best investment podcasts? · Any security analysis podcasts you recommend?
    2
View full analysis on GummySearchSynced 10/1/2026

Frequently asked questions

Who is r/SecurityAnalysis for?
Best for Investors enthusiasts looking for a Reddit-based community with forum discussion.
Is r/SecurityAnalysis free to join?
This listing is not marked as paid-only. Access rules and any fees are decided by the community.
How many members does r/SecurityAnalysis have?
Roughly 214K members, based on figures reported by the community or its host. Member counts are approximate and change over time.
What platform is r/SecurityAnalysis on?
r/SecurityAnalysis runs on Reddit. Reddit communities (or "subreddits") are forum-based groups on the popular social news aggregation, web content rating, and discussion website Reddit. Reddit is commonly known as "the front page of the internet". Users submit content to the site such as links, text posts, and images, which are then voted up or down and discussed by other members. From investing Reddit communities, to professional ones, to ones just for laughs, you're likely to find a community for you on Reddit.
What topics does r/SecurityAnalysis cover?
On the Hive Index, r/SecurityAnalysis is organized under Investors.
How do I join r/SecurityAnalysis?
You can join r/SecurityAnalysis by clicking this link, or pressing the "Go to community" button above.
What are the Investing communities like?
Communities for investors covering stocks, real estate, options, and broader personal finance. Reddit has some of the most active investing communities on the internet, from value investing to dividend strategies, alongside Discord servers for trading signals and more niche investment approaches. Range of experience from total beginners to seasoned traders.
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Added 1/28/2021

Monthly Stats

17
Views /mo
(+42%)
16
Visitors /mo
(+45%)
3
Referrals /mo
(0%)

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