u/sideoframranch

Reddit r/ValueInvesting
· tracked since Jul 2026
Calls
2
Win Rate
50.0%
return
+2.0%
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
CELH Long +7.2%
Worst Calls
GOOG Long -3.2%
Most Mentioned
GOOGL ×1
CELH ×1
Recent Calls
CELH Long 1 month ago
GOOG Long 1 month ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 0%
30d 50%
90d —
Average Return +2.0% Long Return +2.0% Short Return -
Average Return
7d -5.3%
30d +3.1%
90d —
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Result
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Ticker
Side
Mentions
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Call Price
P&L
Thesis
Theme
Source
CELH Celsius Holdings Celsius Holdings
Long
Jul 31
$29.23
+7.2%
Profitable, debt-light, gaining share in energy drinks, with Pepsi distribution and global expansion runway. Market shifted from pricing perfection to pricing “story over,” creating asymmetric upside if international execution delivers. Long-term speculative buy; a 20x outcome requires exceptional execution over 10–15 years. U.S. growth slowing, intense competition, consumer fad risk, and uncertain international adoption.
Profitable, debt-light, gaining share in energy drinks, with Pepsi distribution and global expansion runway. Market shifted from pricing perfection to pricing “story over,” creating asymmetric upside if international execution delivers. Long-term speculative buy; a 20x outcome requires exceptional execution over 10–15 years. U.S. growth slowing, intense competition, consumer fad risk, and uncertain international adoption.
Packaged Foods
REDDIT
GOOG Alphabet... Alphabet Inc. (Class C)
Long
Jul 18
$346.12
-3.2%
Google owns core digital assets (search, YouTube, Android) and is investing heavily in AI infrastructure (TPUs, Gemini) while buying back shares aggressively. The market is not fully pricing in the durability of these cash flows or the AI growth catalyst, creating a valuation gap vs. peers. Long GOOG as a compounding machine with a manageable downside due to strong free cash flow and a buyback tailwind. Regulatory antitrust actions, AI competition from Microsoft/OpenAI, ad revenue slowdown, or a broader tech correction.
Google owns core digital assets (search, YouTube, Android) and is investing heavily in AI infrastructure (TPUs, Gemini) while buying back shares aggressively. The market is not fully pricing in the durability of these cash flows or the AI growth catalyst, creating a valuation gap vs. peers. Long GOOG as a compounding machine with a manageable downside due to strong free cash flow and a buyback tailwind. Regulatory antitrust actions, AI competition from Microsoft/OpenAI, ad revenue slowdown, or a broader tech correction.
Hyperscalers
REDDIT
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u/sideoframranch has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: GOOGL, CELH.