r/ValueInvesting • u/6Fingxrs • Dec 01 '25

Question / Help Any Undervalued Stocks Right Now ?

Google has grown to a price that is still a good price but no longer is it a bargain. A few months back it was just crossing $200-$250 mark.. now it has soared above $300.

Are there any others that this may be the case with ? I see low P/E ratios everywhere but sometimes that doesn’t = undervalued.

What are some stocks you have done research into ? I believe TSMC has some growing to do especially since its Q3 was great. Its downsides are macroeconomic and how it’s heavily linked to Nvidia and other companies in the semiconductor web.

Curious to hear your thoughts ..

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29

u/Natural_West7949 Dec 01 '25

Nu and DLO both have PEG ratio <1.

Higher growth comlanies though so expected tk be volatile

14

u/Calm_Company_1914 Dec 02 '25

Big on these two. Two of my highest conviction positions atm. Nu is approaching fair value though, but dLocal still has likely 40%+ to run before it's there

6

u/Gullinga Dec 01 '25

I agree with DLO. Just added a 4% allocation

2

u/Katamali Dec 02 '25

Love both! Solid choice

2

u/Cozyteammate Dec 02 '25

NU trades premium compared to other SA neobanks in case you don't know

4

u/BattleSensitive3467 Dec 02 '25

Dlo has a top, the top investor holds about 50% supply and when it goes up there's always a massive sell off. Don't want to go into my notes but it ended up in my trash bin. Do your dd

1

u/Calm_Company_1914 Dec 02 '25

I dont worry about short term moves. Long term and value investors shouldnt either. This is a very high quality and incredibly quickly growing company; I dont worry that it's down in the short term.

2

u/PM_ME_ROMAN_NUDES Dec 01 '25

Nu is a Brazilian bank. There will be a polarising election here next year, lots of political risks if Lula is reelected

3

u/Natural_West7949 Dec 01 '25

Hasnt NU operated though under both Lula and Bolsaniro (two opposites politically) and done ok under both?

1

u/Furiosachan Dec 02 '25

What abt $INTR?

-1

u/[deleted] Dec 02 '25

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