u/Imaginary-Fold-1149

Reddit r/ValueInvesting
· отслеживается с мар 2026
Сигналы
3
Винрейт
66.7%
доходность
+14.6%
Сигналы 3 1 Постов отслежено · 0.0/день
Сигналы
7д 0
30д 0
90д 0
Лучшие сигналы
MSFT Лонг +26.1%
AMZN Лонг +25.3%
Худшие сигналы
META Лонг -7.5%
Самые упоминаемые
META ×1
AMZN ×1
MSFT ×1
Последние сигналы
META Лонг 5 месяцев назад
MSFT Лонг 5 месяцев назад
AMZN Лонг 5 месяцев назад
Винрейт 67% Лонг 3 Шорт 0
Винрейт
7д 0%
30д 100%
90д 33%
Средняя доходность +14.6% Доходность лонгов +14.6% Доходность шортов -
Средняя доходность
7д -6.6%
30д +14.4%
90д +0.8%
Загрузка графиков...
Результат
Результат
Сортировка
Тема Позиция
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
AMZN Amazon.com, Inc. Amazon.com, Inc.
Лонг
22 мар
$207.10
+25.3%
The author explicitly states they already own a "big chunk" of AMZN. The author categorizes AMZN as one of the few remaining "cheap" MAG7 stocks, justifying a large holding. Maintain a long position in AMZN based on its relative valuation among mega-caps. Macroeconomic headwinds impacting consumer spending or a broader tech sector sell-off.
The author explicitly states they already own a "big chunk" of AMZN. The author categorizes AMZN as one of the few remaining "cheap" MAG7 stocks, justifying a large holding. Maintain a long position in AMZN based on its relative valuation among mega-caps. Macroeconomic headwinds impacting consumer spending or a broader tech sector sell-off.
Гиперскейлеры
REDDIT
META Meta Pla... Meta Platforms, Inc.
Лонг
22 мар
$597.89
-7.5%
The author identifies META as a "cheap MAG7 stock" at today's prices. Because it is perceived as undervalued relative to its peers, it presents a strong buying opportunity. Buy META as a value-oriented mega-cap tech play. Slowdown in digital ad spending or regulatory scrutiny.
The author identifies META as a "cheap MAG7 stock" at today's prices. Because it is perceived as undervalued relative to its peers, it presents a strong buying opportunity. Buy META as a value-oriented mega-cap tech play. Slowdown in digital ad spending or regulatory scrutiny.
Гиперскейлеры
REDDIT
MSFT Microsof... Microsoft Corporation
Лонг
22 мар
$383.51
+26.1%
The author identifies MSFT as a "cheap MAG7 stock" at today's prices. Because it is perceived as undervalued relative to its peers, it presents a strong buying opportunity. Buy MSFT as a value-oriented mega-cap tech play. AI monetization delays or multiple contraction in the tech sector.
The author identifies MSFT as a "cheap MAG7 stock" at today's prices. Because it is perceived as undervalued relative to its peers, it presents a strong buying opportunity. Buy MSFT as a value-oriented mega-cap tech play. AI monetization delays or multiple contraction in the tech sector.
Гиперскейлеры
REDDIT
Показано 3 из 3 коллов · сортировка по упоминаниям

У u/Imaginary-Fold-1149 на Buzzberg отслеживается 3 торговых идей по 3 тикерам с марта 2026. Чаще всего покрывает: META, AMZN, MSFT.