r/SecurityAnalysis

Community Overview

About r/SecurityAnalysis

A subreddit dedicated to discussing Security Analysis.

The community at a glance

r/SecurityAnalysis is a Subreddit for Investors with roughly 212K members. It has been around since 2010. It uses a forum format for communication.

Roughly 12K members have joined in the past year. Popular discussion topics include Ai, Market, and Looking For. Common discussion themes are News and Money Talk. Product recommendations often mention book, reading, and resource.

On Reddit
Established 2010
212K Members

Community Features

This community has a forum

Subreddit Analysis

via GummySearch
Yearly: +12K members
Growth: +5.8% / 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: 8K members

Past year (monthly)

  • Aug: 388 members
  • Sep: 640 members
  • Oct: 343 members
  • 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: 447 members

Themes

  • News
    30 posts in the past month
    1. Water Primer: The Misunderstood Trillion-Dollar Asset Class
    2. The Mechanics of Preferred Equity
    3. Google's portfolio...
    #1
    News
    Water Primer: The Misunderstood Trillion-Dollar Asset Class · The Mechanics of Preferred Equity · Google's portfolio...
    30
  • Money Talk
    6 posts in the past month
    1. Evolution of Berkshire's Portfolio (now with cash....)
    2. Evolution of Berkshire's portfolio over time
    3. Built a cannibal screen using 16 years of SEC XBRL data: true FCF yield above 8% plus net buyback yield above 5%. Here's what came out and why I think Adobe's freemium data moat is being completely misread.
    #2
    Money Talk
    Evolution of Berkshire's Portfolio (now with cash....) · Evolution of Berkshire's portfolio over time · Built a cannibal screen using 16 years of SEC XBRL data: true FCF yield above 8% plus net buyback yield above 5%. Here's what came out and why I think Adobe's freemium data moat is being completely misread.
    6
  • Advice Requests
    1 post in the past month
    1. Review: Millrose Properties
    #3
    Advice Requests
    Review: Millrose Properties
    1
  • Solution Requests
    1 post in the past month
    1. Special Situations tool for US markets
    #4
    Solution Requests
    Special Situations tool for US markets
    1

Topics

  • Ai
    28 posts in the past month
    1. AI & Investment Research
    2. AI eats the world | Benedict Evans
    3. How AI Startups Hallucinate Their Revenue Metrics
    #1
    Ai
    AI & Investment Research · AI eats the world | Benedict Evans · How AI Startups Hallucinate Their Revenue Metrics
    28
  • Market
    19 posts in the past month
    1. Founder of Citron Research Found Guilty of Scheming to Manipulate Stock Market via Media Campaigns
    #2
    Market
    Founder of Citron Research Found Guilty of Scheming to Manipulate Stock Market via Media Campaigns
    19
  • Looking For
    14 posts in the past month
    #3
    Looking For
    14
  • Investment
    14 posts in the past month
    1. AI & Investment Research
    #4
    Investment
    AI & Investment Research
    14
  • Stock
    13 posts in the past month
    1. Founder of Citron Research Found Guilty of Scheming to Manipulate Stock Market via Media Campaigns
    #5
    Stock
    Founder of Citron Research Found Guilty of Scheming to Manipulate Stock Market via Media Campaigns
    13

Flair

  • Thesis
    28 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
    #1
    Thesis
    Evolution of Berkshire's Portfolio (now with cash....) · Evolution of Berkshire's portfolio over time · Zoetis down -50% over the past year
    28
  • Commentary
    8 posts in the past month
    1. Return the Dividend
    2. AI & Investment Research
    3. Yes, INTC Should Raise Equity
    #2
    Commentary
    Return the Dividend · AI & Investment Research · Yes, INTC Should Raise Equity
    8
  • Industry Report
    8 posts in the past month
    1. Water Primer: The Misunderstood Trillion-Dollar Asset Class
    2. 2026: The Year of Churn
    3. AI eats the world | Benedict Evans
    #3
    Industry Report
    Water Primer: The Misunderstood Trillion-Dollar Asset Class · 2026: The Year of Churn · AI eats the world | Benedict Evans
    8
  • Long Thesis
    8 posts in the past month
    1. Jet2: 5.5x P/E, HSD growth, net cash, buyback
    2. Klarna: Time To Be A Contrarian
    3. SpaceX Deep Dive and Industry Primer ($SPCX)
    #4
    Long Thesis
    Jet2: 5.5x P/E, HSD growth, net cash, buyback · Klarna: Time To Be A Contrarian · SpaceX Deep Dive and Industry Primer ($SPCX)
    8
  • Special Situation
    7 posts in the past month
    1. Special Situations tool for US markets
    2. 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. A live feed of US-listed special situations (spin-offs, divestitures, activist targets)
    #5
    Special Situation
    Special Situations tool for US markets · 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. · A live feed of US-listed special situations (spin-offs, divestitures, activist targets)
    7

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

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 212K 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.