Calls
1
u/MycelliumFungee
Reddit r/ValueInvesting
Win Rate
0.0%
return
-1.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 10
$34.42
-1.1%
EBIT decline from higher wages, but revenue growing and marketing spend flat/decreasing; no debt; consistent high ROIC; shares at $31 with author’s target $35–45. Wide gap between consensus estimates and market price signals uncertainty, creating a potential mispricing opportunity for patient investors. Author sees a repeat of the BellRing Brands pattern – temporary headwinds masking underlying strength – and has already initiated a position at $30. Cash conversion cycle worsening (rising days inventory) could signal demand issues or bloated stock; foot traffic concerns may persist; further share price decline if earnings disappoint.
EBIT decline from higher wages, but revenue growing and marketing spend flat/decreasing; no debt; consistent high ROIC; shares at $31 with author’s target $35–45. Wide gap between consensus estimates and market price signals uncertainty, creating a potential mispricing opportunity for patient investors. Author sees a repeat of the BellRing Brands pattern – temporary headwinds masking underlying strength – and has already initiated a position at $30. Cash conversion cycle worsening (rising days inventory) could signal demand issues or bloated stock; foot traffic concerns may persist; further share price decline if earnings disappoint.
Retail & Mobility
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u/MycelliumFungee has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: BBW.
