Сигналы
2
u/LectureForsaken6782
Reddit r/ValueInvesting
Винрейт
50.0%
доходность
+4.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
02 авг
$25.87
+13.8%
ACAD has zero crippling debt, high margins, and double-digit revenue growth. Solid commercial execution (Nuplazid/Daybue) meets strict value and growth criteria. The author holds a position, noting it surprisingly passes all strict biotech hurdles. Clinical trial risks or regulatory hurdles typical of the biotech sector.
ACAD has zero crippling debt, high margins, and double-digit revenue growth. Solid commercial execution (Nuplazid/Daybue) meets strict value and growth criteria. The author holds a position, noting it surprisingly passes all strict biotech hurdles. Clinical trial risks or regulatory hurdles typical of the biotech sector.
Фарма и биотех
Лонг
02 авг
$96.88
-5.6%
DECK boasts ~55.8% gross margins, ~17% YoY sales growth, and a PEG < 1.5. Strong pricing power (HOKA/UGG) and growth at a reasonable valuation make it a compelling hold. The author holds a position and it perfectly passed the strict 4-point screener. Consumer discretionary spending drops or fashion trends shift away from its brands.
DECK boasts ~55.8% gross margins, ~17% YoY sales growth, and a PEG < 1.5. Strong pricing power (HOKA/UGG) and growth at a reasonable valuation make it a compelling hold. The author holds a position and it perfectly passed the strict 4-point screener. Consumer discretionary spending drops or fashion trends shift away from its brands.
Ритейл и мобильность
Показано 2 из 2 коллов · сортировка по упоминаниям
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У u/LectureForsaken6782 на Buzzberg отслеживается 2 торговых идей по 2 тикерам с августа 2026. Чаще всего покрывает: DECK, ACAD.
