Calls
1
u/Timely-Dog8820
Reddit r/wallstreetbets
Win Rate
100.0%
return
+24.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 22
$26.00
+24.9%
The company Wemade Play is valued at $60 million but possesses $500 million in cash on its balance sheet. This extreme discrepancy suggests the market has grossly mispriced the stock, as its cash value per share is significantly higher than its current trading price. The stock is a compelling buy because it is trading for a fraction of its cash holdings, presenting a deep value opportunity. The author does not explicitly state risks, but inherent risks to this thesis would include: the cash figure being incorrect (e.g., currency error from KRW to USD), the existence of massive corresponding liabilities, potential for cash burn, or issues with management and capital allocation.
The company Wemade Play is valued at $60 million but possesses $500 million in cash on its balance sheet. This extreme discrepancy suggests the market has grossly mispriced the stock, as its cash value per share is significantly higher than its current trading price. The stock is a compelling buy because it is trading for a fraction of its cash holdings, presenting a deep value opportunity. The author does not explicitly state risks, but inherent risks to this thesis would include: the cash figure being incorrect (e.g., currency error from KRW to USD), the existence of massive corresponding liabilities, potential for cash burn, or issues with management and capital allocation.
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u/Timely-Dog8820 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: KQ.
