Calls
1
u/Downtown_Day_9252
Reddit r/ValueInvesting
Win Rate
100.0%
return
+17.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 29
$23.60
+17.9%
Groupon returned to billings growth (+7% in 2025), FCF positive two years running; new consumer platform boosting International Local Revenue +19% in Q1 2026; Project Foundry to cut ~15% headcount with $20–25M annualized savings; short interest ~50–60% of float, buyback authorization of $300M (~$215M remaining). The market has left GRPN for dead, but improving UI/UX should attract younger discount‑savvy users and lift purchase frequency (currently ~2/year). Combined with cost cuts and a likely SumUp IPO unlock, FCF yield approaches 10% on guidance. Extreme short interest + active buybacks create asymmetric upside. A deeply undervalued turnaround with multiple catalysts (platform rollout, AI cost savings, short squeeze, SumUp monetization) that are not priced in. Negative equity perception could spook investors; execution on platform migration in North America may disappoint; units continue falling if consumer weakens; SumUp IPO delays or lower valuation; short interest may stay elevated without positive earnings surprise.
Groupon returned to billings growth (+7% in 2025), FCF positive two years running; new consumer platform boosting International Local Revenue +19% in Q1 2026; Project Foundry to cut ~15% headcount with $20–25M annualized savings; short interest ~50–60% of float, buyback authorization of $300M (~$215M remaining). The market has left GRPN for dead, but improving UI/UX should attract younger discount‑savvy users and lift purchase frequency (currently ~2/year). Combined with cost cuts and a likely SumUp IPO unlock, FCF yield approaches 10% on guidance. Extreme short interest + active buybacks create asymmetric upside. A deeply undervalued turnaround with multiple catalysts (platform rollout, AI cost savings, short squeeze, SumUp monetization) that are not priced in. Negative equity perception could spook investors; execution on platform migration in North America may disappoint; units continue falling if consumer weakens; SumUp IPO delays or lower valuation; short interest may stay elevated without positive earnings surprise.
Retail & Mobility
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u/Downtown_Day_9252 has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: GRPN.
