u/BioIsLife_PortIsDead

Reddit r/ValueInvesting
· отслеживается с мар 2026
Сигналы
1
Винрейт
100.0%
доходность
+30.4%
Сигналы 1 1 Постов отслежено · 0.0/день
Сигналы
7д 0
30д 0
90д 0
Лучшие сигналы
SOLV Лонг +30.4%
Худшие сигналы
Пока нет живых убыточных
Самые упоминаемые
SOLV ×1
Последние сигналы
SOLV Лонг 5 месяцев назад
Винрейт 100% Лонг 1 Шорт 0
Винрейт
7д 0%
30д 100%
90д 100%
Средняя доходность +30.4% Доходность лонгов +30.4% Доходность шортов -
Средняя доходность
7д -5.9%
30д +2.6%
90д +11.5%
Загрузка графиков...
Результат
Результат
Сортировка
Тема Позиция
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
SOLV Solventum Solventum
Лонг
18 мар
$68.67
+30.4%
Solventum is trading at a 7-8 PE (vs peers at 25+ PE) after paying down high-interest debt and authorizing a $1B buyback supported by ~$1B in normalized FCF. The stock price is temporarily depressed due to "index churn" and forced selling by 3M's dividend investors, creating a mispricing before healthcare funds step in and one-time spinoff costs fade. Go long on SOLV as an undervalued, relatively safe turnaround play with growth potential in AI medical billing. ERP migration issues causing supply chain disruptions, tariff impacts, and strict 2027 rebranding deadlines.
Solventum is trading at a 7-8 PE (vs peers at 25+ PE) after paying down high-interest debt and authorizing a $1B buyback supported by ~$1B in normalized FCF. The stock price is temporarily depressed due to "index churn" and forced selling by 3M's dividend investors, creating a mispricing before healthcare funds step in and one-time spinoff costs fade. Go long on SOLV as an undervalued, relatively safe turnaround play with growth potential in AI medical billing. ERP migration issues causing supply chain disruptions, tariff impacts, and strict 2027 rebranding deadlines.
Медтех
REDDIT
Показано 1 из 1 коллов · сортировка по упоминаниям

У u/BioIsLife_PortIsDead на Buzzberg отслеживается 1 торговых идей по 1 тикерам с марта 2026. Чаще всего покрывает: SOLV.