Сигналы
4
u/ecm27
Reddit r/ValueInvesting
Винрейт
50.0%
доходность
+0.6%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
15 авг
$262.65
-2.9%
Amazon is third at 0.155% of superinvestor portfolios, with a big drop from the top two. Broad superinvestor buying suggests improving retail margins and continued AWS strength. AMZN is a consensus value/quality long supported by elite accumulation. Consumer spending slowdown and heavy cloud/AI capex pressure.
Amazon is third at 0.155% of superinvestor portfolios, with a big drop from the top two. Broad superinvestor buying suggests improving retail margins and continued AWS strength. AMZN is a consensus value/quality long supported by elite accumulation. Consumer spending slowdown and heavy cloud/AI capex pressure.
Гиперскейлеры
Лонг
15 авг
$569.29
+2.3%
Mastercard ranked 15th in total investor buys but had significant dollar amounts. Large dollar purchases indicate high-conviction accumulation in a wide-moat payment network. MA is a durable long-term compounder highlighted as an outsized dollar buy. Interchange fee regulation and valuation compression risk.
Mastercard ranked 15th in total investor buys but had significant dollar amounts. Large dollar purchases indicate high-conviction accumulation in a wide-moat payment network. MA is a durable long-term compounder highlighted as an outsized dollar buy. Interchange fee regulation and valuation compression risk.
Платежи и финтех
Лонг
15 авг
$589.85
-2.1%
Meta was the top superinvestor buy on a percentage basis at 0.21% of all tracked portfolios. Elite value investors concentrating into Meta signals durable cash flows and perceived undervaluation. META is a reasonable long to research further, but the post gives no specific entry or valuation. 13F filings are lagging and may miss exit timing or hedging.
Meta was the top superinvestor buy on a percentage basis at 0.21% of all tracked portfolios. Elite value investors concentrating into Meta signals durable cash flows and perceived undervaluation. META is a reasonable long to research further, but the post gives no specific entry or valuation. 13F filings are lagging and may miss exit timing or hedging.
Гиперскейлеры
Лонг
15 авг
$418.80
+5.2%
SPGI ranks second in superinvestor portfolio concentration at 0.19%. High concentration among top investors points to a strong moat in ratings and financial data. SPGI is a quality compounder favored by value investors; follow but build a full valuation case. Regulatory pressure, ratings cyclicality, and competition in data services.
SPGI ranks second in superinvestor portfolio concentration at 0.19%. High concentration among top investors points to a strong moat in ratings and financial data. SPGI is a quality compounder favored by value investors; follow but build a full valuation case. Regulatory pressure, ratings cyclicality, and competition in data services.
Рынки капитала
Показано 4 из 4 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/ecm27 на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026. Чаще всего покрывает: META, AMZN, SPGI.
