Equity Mates Investing Podcast

Bryce and Mr. Beat-Up can't agree, AI spending reaches new heights & Reddit is punished

38 snips
Feb 11, 2026
Guest
Beat-Up
Mr Beat-Up, a recurring contrarian who uses a four-step checklist to judge oversold stocks, returns to dissect Xero’s 60% plunge. The hosts unpack the $660B AI spending surge. They also probe why Reddit can beat forecasts yet still get sold off. Short, punchy takes on AI agents, SaaS moats and whether Xero is an overreaction or warning sign.
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INSIGHT

Reddit Beat Numbers But Got Sold Off

  • Reddit reported strong growth: first annual profit of $442M, revenue up 69% and 121M daily users.
  • Despite beating expectations and a $1B buyback, the stock fell on cautious FY26 guidance and AI-related market fears.
ADVICE

Use A Four-Step Checklist For Oversold Stocks

  • Use the four-step checklist (product, moat, reinvestment, price) when assessing beaten-up stocks.
  • Follow each step methodically to decide if market pessimism is an overreaction or a lasting problem.
ANECDOTE

Mr Beat-Up Uses Xero Personally

  • Simon routinely audits subscriptions in the Equitymates team and always keeps Xero.
  • He values Xero highly and says he'd pay multiple times more before he'd drop it.
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