u/Historical_Air_8997

Reddit r/ValueInvesting
· tracked since Apr 2026
Calls
2
Win Rate
100.0%
return
+12.4%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
CRM Long +21.1%
MELI Long +3.6%
Worst Calls
No live losers yet
Most Mentioned
CRM ×1
MELI ×1
Recent Calls
CRM Long 4 months ago
MELI Long 4 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 50%
90d 50%
Average Return +12.4% Long Return +12.4% Short Return -
Average Return
7d +7.6%
30d -2.2%
90d +0.4%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
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Call Price
P&L
Thesis
Theme
Source
CRM Salesforce, Inc. Salesforce, Inc.
Long
Apr 10
$165.12
+21.1%
CRM trades at 10.59 P/FCF with 14.34% 5-year annualized revenue growth. The company has solid management, consistent growth, and is positioned to benefit from AI rather than be disrupted by it, all while trading at a cheap free cash flow multiple. Buy CRM as a value-priced tech incumbent with AI tailwinds. AI integration fails to drive top-line growth or margins compress.
CRM trades at 10.59 P/FCF with 14.34% 5-year annualized revenue growth. The company has solid management, consistent growth, and is positioned to benefit from AI rather than be disrupted by it, all while trading at a cheap free cash flow multiple. Buy CRM as a value-priced tech incumbent with AI tailwinds. AI integration fails to drive top-line growth or margins compress.
AI Software
REDDIT
MELI MercadoL... MercadoLibre Inc.
Long
Apr 10
$1765.50
+3.6%
MELI trades below 15 P/FCF with 48.7% 5-year annualized revenue growth, and its PE is artificially inflated due to growing cash reserves for its credit division. The growing cash reserves indicate the FinTech business is taking off, meaning the underlying business is stronger and cheaper than headline PE suggests. Long MELI as a high-growth, reasonably priced compounder with a booming FinTech segment. Credit division defaults or macroeconomic weakness in Latin America.
MELI trades below 15 P/FCF with 48.7% 5-year annualized revenue growth, and its PE is artificially inflated due to growing cash reserves for its credit division. The growing cash reserves indicate the FinTech business is taking off, meaning the underlying business is stronger and cheaper than headline PE suggests. Long MELI as a high-growth, reasonably priced compounder with a booming FinTech segment. Credit division defaults or macroeconomic weakness in Latin America.
Retail & Mobility
REDDIT
Showing 2 of 2 calls · sorted by mentions

u/Historical_Air_8997 has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: CRM, MELI.