r/SecurityAnalysis

Community Overview
r/SecurityAnalysis logo
reddit.com/r/SecurityAnalysis/
Go to community
→

About r/SecurityAnalysis

A subreddit dedicated to discussing Security Analysis.

The community at a glance

r/SecurityAnalysis is a Subreddit for Investors with roughly 215K 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 News and Money Talk. Product recommendations often mention book, reading, and resource.

On Reddit
Established 2010
215K Members

Community Topics

Community Features

Forum

This community has a forum

Subreddit Analysis

via GummySearch
Yearly: +13K members
Growth: +6.4% / 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: 558 members

Themes

  • News
    57 posts in the past month
    1. Evolution of Berkshire's Portfolio (now with cash....)
    2. Evolution of Berkshire's portfolio over time
    3. Some ramblings on the SaaSpocalypse
    #1
    News
    Evolution of Berkshire's Portfolio (now with cash....) · Evolution of Berkshire's portfolio over time · Some ramblings on the SaaSpocalypse
    57
  • Money Talk
    25 posts in the past month
    1. CoreWeave just paid $640 million in interest in a single quarter, up 139% in a year
    2. NFLX is now ~$71. At what point does this stop being a falling knife and start being a value stock?
    3. Alphabet made more from its investments than from Google. It sold almost none of them.
    #2
    Money Talk
    CoreWeave just paid $640 million in interest in a single quarter, up 139% in a year · NFLX is now ~$71. At what point does this stop being a falling knife and start being a value stock? · Alphabet made more from its investments than from Google. It sold almost none of them.
    25
  • Solution Requests
    6 posts in the past month
    1. Is Software Dead? Who Survives When AI Eats the Premium?
    2. Vibe Coded Financial Terminals - which one?
    3. I pulled CDAO procurement data and found BAH sitting on a $6.4B AI integration contract while trading at ~$9B market cap. Published today. They announced a $720M acquisition this morning confirming the thesis.
    #3
    Solution Requests
    Is Software Dead? Who Survives When AI Eats the Premium? · Vibe Coded Financial Terminals - which one? · I pulled CDAO procurement data and found BAH sitting on a $6.4B AI integration contract while trading at ~$9B market cap. Published today. They announced a $720M acquisition this morning confirming the thesis.
    6
  • Opportunities
    3 posts in the past month
    1. The SaaS bloodbath: opportunities and perils for investors
    2. FICO: Part 1 - The Beginning of an Opportunity
    3. Blend Labs, interesting opportunity post sell off
    #4
    Opportunities
    The SaaS bloodbath: opportunities and perils for investors · FICO: Part 1 - The Beginning of an Opportunity · Blend Labs, interesting opportunity post sell off
    3
  • Pain & Anger
    1 post in the past month
    1. Good news: AI Will Eat Application Software
    #5
    Pain & Anger
    Good news: AI Will Eat Application Software
    1

Topics

  • Looking For
    13 posts in the past month
    #1
    Looking For
    13
  • Worst
    8 posts in the past month
    #2
    Worst
    8
  • Ai
    8 posts in the past month
    1. What a Dollar of AI Datacenter Actually Earns
    2. How will OpenAI compete? — Benedict Evans
    3. AI Bears Have the Right Numbers and the Wrong Names
    #3
    Ai
    What a Dollar of AI Datacenter Actually Earns · How will OpenAI compete? — Benedict Evans · AI Bears Have the Right Numbers and the Wrong Names
    8
  • 2026
    2 posts in the past month
    1. Sanity Check 2026
    2. Matthew Ball - The State of Video Gaming in 2026
    #4
    2026
    Sanity Check 2026 · Matthew Ball - The State of Video Gaming in 2026
    2
  • Saas
    2 posts in the past month
    1. The SaaS bloodbath: opportunities and perils for investors
    2. Some ramblings on the SaaSpocalypse
    #5
    Saas
    The SaaS bloodbath: opportunities and perils for investors · Some ramblings on the SaaSpocalypse
    2

Flair

  • Industry Report
    35 posts in the past month
    1. Some ramblings on the SaaSpocalypse
    2. Water Primer: The Misunderstood Trillion-Dollar Asset Class
    3. Is Software Dead? Who Survives When AI Eats the Premium?
    #1
    Industry Report
    Some ramblings on the SaaSpocalypse · Water Primer: The Misunderstood Trillion-Dollar Asset Class · Is Software Dead? Who Survives When AI Eats the Premium?
    35
  • Thesis
    33 posts in the past month
    1. Evolution of Berkshire's Portfolio (now with cash....)
    2. Evolution of Berkshire's portfolio over time
    3. Zoetis down -50% over the past year
    #2
    Thesis
    Evolution of Berkshire's Portfolio (now with cash....) · Evolution of Berkshire's portfolio over time · Zoetis down -50% over the past year
    33
  • Commentary
    30 posts in the past month
    1. Return the Dividend
    2. AI & Investment Research
    3. Morgan Stanley’s AI Guidebook & What If the Frontier Slows Down?
    #3
    Commentary
    Return the Dividend · AI & Investment Research · Morgan Stanley’s AI Guidebook & What If the Frontier Slows Down?
    30
  • Long Thesis
    24 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. $500m market cap sweet spot
    3. For those who have the time
    #4
    Long Thesis
    NFLX is now ~$71. At what point does this stop being a falling knife and start being a value stock? · $500m market cap sweet spot · For those who have the time
    24
  • Discussion
    15 posts in the past month
    1. CoreWeave just paid $640 million in interest in a single quarter, up 139% in a year
    2. The Mechanics of Preferred Equity
    3. Claude for equity research
    #5
    Discussion
    CoreWeave just paid $640 million in interest in a single quarter, up 139% in a year · The Mechanics of Preferred Equity · Claude for equity research
    15

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 10/15/2026

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 215K 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.
Go to communitySuggest an editReport communityClaim community

Added 1/28/2021

Monthly Stats

28
Views /mo
(+56%)
27
Visitors /mo
(+59%)
0
Referrals /mo
(-100%)

Similar Communities

12
reddit.com/r/SecurityAnalysis/
Go to community
→