u/YouHaveShitBreath

Reddit r/ValueInvesting
· tracked since Aug 2026
Calls
1
Win Rate
0.0%
return
-3.1%
Calls 1 1 Posts tracked · 0.5/day
Calls
7d 1
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
META Long -3.1%
Most Mentioned
META ×1
Recent Calls
META Long 1 day ago
Win Rate 0% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return -3.1% Long Return -3.1% Short Return -
Average Return
7d —
30d —
90d —
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
META Meta Pla... Meta Platforms, Inc.
Long
Aug 11
$597.26
-3.1%
META's current PE is distorted by a tax-bill quarter, leaving trailing earnings based on roughly three normal quarters. Once that tax-hit quarter drops off after next earnings, trailing earnings normalize and the PE compresses mechanically. Author prefers rotating MSFT proceeds into META because the stock will look cheaper on trailing earnings soon. PE compression is an accounting artifact; guidance, AI capex, or ad-cycle weakness could offset the effect.
META's current PE is distorted by a tax-bill quarter, leaving trailing earnings based on roughly three normal quarters. Once that tax-hit quarter drops off after next earnings, trailing earnings normalize and the PE compresses mechanically. Author prefers rotating MSFT proceeds into META because the stock will look cheaper on trailing earnings soon. PE compression is an accounting artifact; guidance, AI capex, or ad-cycle weakness could offset the effect.
Hyperscalers
REDDIT
Showing 1 of 1 calls · sorted by mentions

u/YouHaveShitBreath has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: META.