u/data-with-dada

Reddit r/ValueInvesting
· отслеживается с мар 2026
Сигналы
3
Винрейт
66.7%
доходность
+13.6%
Сигналы 3 1 Постов отслежено · 0.0/день
Сигналы
0
30д 0
90д 0
Лучшие сигналы
MSFT Лонг +28.9%
IWM Лонг +19.3%
Худшие сигналы
META Лонг -7.5%
Самые упоминаемые
META ×1
MSFT ×1
IWM ×1
Последние сигналы
IWM Лонг 5 месяцев назад
MSFT Лонг 5 месяцев назад
META Лонг 5 месяцев назад
Винрейт 67% Лонг 3 Шорт 0
Винрейт
0%
30д 100%
90д 33%
Средняя доходность +13.6% Доходность лонгов +13.6% Доходность шортов -
Средняя доходность
-2.3%
30д +10.2%
90д +3.6%
Загрузка графиков...
Результат
Результат
Сортировка
Тема Позиция
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
24 мар
$251.74
+19.3%
The commenter suggests "gotta go small cap hunting" to find deep value. Large caps are generally picked over, leaving small caps as the primary hunting ground for mispriced assets. Look to the small-cap index for deep value opportunities. Small caps are highly sensitive to interest rates and economic downturns.
The commenter suggests "gotta go small cap hunting" to find deep value. Large caps are generally picked over, leaving small caps as the primary hunting ground for mispriced assets. Look to the small-cap index for deep value opportunities. Small caps are highly sensitive to interest rates and economic downturns.
Фондовые индексы
Лонг
24 мар
$597.55
-7.5%
The commenter asserts that META is "severely undervalued" in the current market environment. Despite recent market runs, the underlying cash flows and growth metrics of META present a value opportunity relative to its price point. Buy and hold META as a long-term value play in the mega-cap tech space. Macroeconomic downturns, regulatory scrutiny, or declining ad revenues.
The commenter asserts that META is "severely undervalued" in the current market environment. Despite recent market runs, the underlying cash flows and growth metrics of META present a value opportunity relative to its price point. Buy and hold META as a long-term value play in the mega-cap tech space. Macroeconomic downturns, regulatory scrutiny, or declining ad revenues.
Гиперскейлеры
Лонг
24 мар
$374.68
+28.9%
The commenter groups MSFT with META as being "severely undervalued." MSFT's dominant market position and recurring revenue streams are underpriced by the market. Accumulate MSFT for long-term value. High valuation multiples compressing during a broader market selloff.
The commenter groups MSFT with META as being "severely undervalued." MSFT's dominant market position and recurring revenue streams are underpriced by the market. Accumulate MSFT for long-term value. High valuation multiples compressing during a broader market selloff.
Гиперскейлеры
Показано 3 из 3 коллов · сортировка по упоминаниям

У u/data-with-dada на Buzzberg отслеживается 3 торговых идей по 3 тикерам с марта 2026. Чаще всего покрывает: META, MSFT, IWM.