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 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, Ai, and Worst. Common discussion themes are News and Money Talk. Product recommendations often mention book, reading, and resource.

On Reddit
Established 2010
214K Members

Community Features

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: 10K members

Past year (monthly)

  • 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: 1K members
  • Aug: 1K members
  • Sep: 277 members

Themes

  • News
    43 posts in the past month
    1. Is Software Dead? Who Survives When AI Eats the Premium?
    2. Water Primer: The Misunderstood Trillion-Dollar Asset Class
    3. The Mechanics of Preferred Equity
    #1
    News
    Is Software Dead? Who Survives When AI Eats the Premium? · Water Primer: The Misunderstood Trillion-Dollar Asset Class · The Mechanics of Preferred Equity
    43
  • Money Talk
    19 posts in the past month
    1. Evolution of Berkshire's Portfolio (now with cash....)
    2. CoreWeave just paid $640 million in interest in a single quarter, up 139% in a year
    3. Evolution of Berkshire's portfolio over time
    #2
    Money Talk
    Evolution of Berkshire's Portfolio (now with cash....) · CoreWeave just paid $640 million in interest in a single quarter, up 139% in a year · Evolution of Berkshire's portfolio over time
    19
  • Pain & Anger
    2 posts in the past month
    1. What the hell is happening with Private Credit?
    2. The Luxury Beauty Flywheel is Broken
    #3
    Pain & Anger
    What the hell is happening with Private Credit? · The Luxury Beauty Flywheel is Broken
    2
  • Advice Requests
    1 post in the past month
    1. CAVA Valuation - Looking for feedback on process
    #4
    Advice Requests
    CAVA Valuation - Looking for feedback on process
    1
  • Opportunities
    1 post in the past month
    1. Blend Labs, interesting opportunity post sell off
    #5
    Opportunities
    Blend Labs, interesting opportunity post sell off
    1

Topics

  • Looking For
    14 posts in the past month
    #1
    Looking For
    14
  • Ai
    14 posts in the past month
    1. AI & Investment Research
    2. What a Dollar of AI Datacenter Actually Earns
    3. AI Bears Have the Right Numbers and the Wrong Names
    #2
    Ai
    AI & Investment Research · What a Dollar of AI Datacenter Actually Earns · AI Bears Have the Right Numbers and the Wrong Names
    14
  • Worst
    8 posts in the past month
    #3
    Worst
    8
  • Ai Boom
    7 posts in the past month
    #4
    Ai Boom
    7
  • Deep Dive
    6 posts in the past month
    #5
    Deep Dive
    6

Flair

  • Commentary
    40 posts in the past month
    1. Return the Dividend
    2. Forget the Bubble Talk: NVDA, MSFT, and GOOGL Are Playing Completely Different AI Games
    3. AI & Investment Research
    #1
    Commentary
    Return the Dividend · Forget the Bubble Talk: NVDA, MSFT, and GOOGL Are Playing Completely Different AI Games · AI & Investment Research
    40
  • Industry Report
    39 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?
    #2
    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?
    39
  • Thesis
    25 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
    #3
    Thesis
    Evolution of Berkshire's Portfolio (now with cash....) · Evolution of Berkshire's portfolio over time · Zoetis down -50% over the past year
    25
  • Long Thesis
    21 posts in the past month
    1. $500m market cap sweet spot
    2. For those who have the time
    3. Versant - would you buy CNBC at 5X earnings?
    #4
    Long Thesis
    $500m market cap sweet spot · For those who have the time · Versant - would you buy CNBC at 5X earnings?
    21
  • Discussion
    17 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
    17

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 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.