u/Historical_Air_8997

Reddit r/ValueInvesting
· отслеживается с апр 2026
Сигналы
2
Винрейт
100.0%
доходность
+12.4%
Сигналы 2 1 Постов отслежено · 0.0/день
Сигналы
7д 0
30д 0
90д 0
Лучшие сигналы
CRM Лонг +21.1%
MELI Лонг +3.6%
Худшие сигналы
Пока нет живых убыточных
Самые упоминаемые
CRM ×1
MELI ×1
Последние сигналы
CRM Лонг 4 месяца назад
MELI Лонг 4 месяца назад
Винрейт 100% Лонг 2 Шорт 0
Винрейт
7д 100%
30д 50%
90д 50%
Средняя доходность +12.4% Доходность лонгов +12.4% Доходность шортов -
Средняя доходность
7д +7.6%
30д -2.2%
90д +0.4%
Загрузка графиков...
Результат
Результат
Сортировка
Тема Позиция
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
CRM Salesforce, Inc. Salesforce, Inc.
Лонг
10 апр
$165.12
+21.1%
CRM trades at 10.59 P/FCF with 14.34% 5-year annualized revenue growth. The company has solid management, consistent growth, and is positioned to benefit from AI rather than be disrupted by it, all while trading at a cheap free cash flow multiple. Buy CRM as a value-priced tech incumbent with AI tailwinds. AI integration fails to drive top-line growth or margins compress.
CRM trades at 10.59 P/FCF with 14.34% 5-year annualized revenue growth. The company has solid management, consistent growth, and is positioned to benefit from AI rather than be disrupted by it, all while trading at a cheap free cash flow multiple. Buy CRM as a value-priced tech incumbent with AI tailwinds. AI integration fails to drive top-line growth or margins compress.
ПО для ИИ
REDDIT
MELI MercadoL... MercadoLibre Inc.
Лонг
10 апр
$1765.50
+3.6%
MELI trades below 15 P/FCF with 48.7% 5-year annualized revenue growth, and its PE is artificially inflated due to growing cash reserves for its credit division. The growing cash reserves indicate the FinTech business is taking off, meaning the underlying business is stronger and cheaper than headline PE suggests. Long MELI as a high-growth, reasonably priced compounder with a booming FinTech segment. Credit division defaults or macroeconomic weakness in Latin America.
MELI trades below 15 P/FCF with 48.7% 5-year annualized revenue growth, and its PE is artificially inflated due to growing cash reserves for its credit division. The growing cash reserves indicate the FinTech business is taking off, meaning the underlying business is stronger and cheaper than headline PE suggests. Long MELI as a high-growth, reasonably priced compounder with a booming FinTech segment. Credit division defaults or macroeconomic weakness in Latin America.
Ритейл и мобильность
REDDIT
Показано 2 из 2 коллов · сортировка по упоминаниям

У u/Historical_Air_8997 на Buzzberg отслеживается 2 торговых идей по 2 тикерам с апреля 2026. Чаще всего покрывает: CRM, MELI.