Calls
9
#359
Alpha Score 72.3
frenchv33921
Win Rate
66.7%
return
+7.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 12
$72.01
+52.3%
Long $HALO (Halozyme) — speaker massively reinforced position; sees HALO and GMAB as two siphons capturing Darzalex revenues.
Long $HALO (Halozyme) — speaker massively reinforced position; sees HALO and GMAB as two siphons capturing Darzalex revenues.
Pharma & Biotech
Long
May 25
$7.10
+2.5%
Long RES.MI as a dual‑hedge: recycling margins benefit from rising oil prices, while a ten‑year fixed‑price contract with Shell underwrites downside protection, making it resilient across inflation/deflation regimes.
Long RES.MI as a dual‑hedge: recycling margins benefit from rising oil prices, while a ten‑year fixed‑price contract with Shell underwrites downside protection, making it resilient across inflation/deflation regimes.
Construction & Infrastructure
Long
Jul 17
$134.20
+4.9%
Buy HANZA, a Swedish compounder, at current price levels; author expresses personal conviction on valuation, framing it as attractively priced within the Swedish compounders universe.
Buy HANZA, a Swedish compounder, at current price levels; author expresses personal conviction on valuation, framing it as attractively priced within the Swedish compounders universe.
AI Hardware
Long
Jun 01
$129.49
-13.2%
Small speculative long in ABVX at $79 post-market; parent context cites upcoming maintenance dataset and potential buyout catalyst around JPM '27 as the thesis backdrop.
Small speculative long in ABVX at $79 post-market; parent context cites upcoming maintenance dataset and potential buyout catalyst around JPM '27 as the thesis backdrop.
Pharma & Biotech
Long
May 12
$27.02
+26.5%
Long $GMAB (Genmab) — paired with HALO as a Darzalex revenue capture play; speaker holds both as siphons on Darzalex sales.
Long $GMAB (Genmab) — paired with HALO as a Darzalex revenue capture play; speaker holds both as siphons on Darzalex sales.
Pharma & Biotech
Long
Mar 13
$38.20
+22.4%
Buy NVO after a year-long wait at DKK 249, with a catalyst of expected 2026 guidance increase and a valuation re-rating target of ~15x P/E, implying meaningful upside from current depressed levels.
Buy NVO after a year-long wait at DKK 249, with a catalyst of expected 2026 guidance increase and a valuation re-rating target of ~15x P/E, implying meaningful upside from current depressed levels.
GLP-1 / Obesity
Long
Aug 25
$4.47
+6.5%
Author holds a small position in OMSE, calling it a good value stock in oil equipment, confirming a long stance.
Oil & Gas
Long
Jul 26
$12.96
-10.8%
Author discloses Tonies as one of their top 5 current holdings, indicating an active long position with personal conviction.
Author discloses Tonies as one of their top 5 current holdings, indicating an active long position with personal conviction.
Gaming & Leisure
Long
May 16
$1.08
-20.4%
Long $RANI (Rani Therapeutics) — clinical-stage pharma/medtech developing oral form for peptides/proteins, partnership with Chugai, cash runway until Q4 2027, MC $200M; potential buyout target. Speaker took a tiny speculative position.
Long $RANI (Rani Therapeutics) — clinical-stage pharma/medtech developing oral form for peptides/proteins, partnership with Chugai, cash runway until Q4 2027, MC $200M; potential buyout target. Speaker took a tiny speculative position.
MedTech
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frenchv33921 has 9 trade ideas tracked on Buzzberg across 9 tickers since March 2026. Ranked #359 on the Buzzberg Alpha leaderboard. Most covered: ALSEC, HALO, RES.MI.
