u/sum_dude44

Reddit r/ValueInvesting
· отслеживается с май 2026
Сигналы
2
Винрейт
50.0%
доходность
+0.6%
Сигналы 2 1 Постов отслежено · 0.0/день
Сигналы
7д 0
30д 0
90д 2
Лучшие сигналы
TSM Лонг +6.3%
Худшие сигналы
META Лонг -5.1%
Самые упоминаемые
META ×1
TSM ×1
Последние сигналы
META Лонг 2 месяца назад
TSM Лонг 2 месяца назад
Винрейт 50% Лонг 2 Шорт 0
Винрейт
7д 50%
30д 50%
90д —
Средняя доходность +0.6% Доходность лонгов +0.6% Доходность шортов -
Средняя доходность
7д +3.0%
30д +0.0%
90д —
Загрузка графиков...
Результат
Результат
Сортировка
Тема Позиция
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
META Meta Pla... Meta Platforms, Inc.
Лонг
24 мая
$610.26
-5.1%
META satisfies the same Peter Lynch criteria (PEG ≤1, low debt) and is also a top Congressional buy. Through this dual screen, META appears cheap relative to its growth profile and is backed by lawmakers’ personal investments. Long META as a well-priced growth stock with insider confidence. Regulatory headwinds (antitrust, data privacy); ad revenue concentration; capex on metaverse.
META satisfies the same Peter Lynch criteria (PEG ≤1, low debt) and is also a top Congressional buy. Through this dual screen, META appears cheap relative to its growth profile and is backed by lawmakers’ personal investments. Long META as a well-priced growth stock with insider confidence. Regulatory headwinds (antitrust, data privacy); ad revenue concentration; capex on metaverse.
Гиперскейлеры
REDDIT
TSM Taiwan S... Taiwan Semiconducto...
Лонг
24 мая
$404.52
+6.3%
TSM meets Peter Lynch’s PEG ≤1 and low-debt criteria, and is one of the most bought stocks by U.S. Congressional members. Combination of cheap growth (PEG <1) and insider buying signals a potential mispricing that value investors can exploit. Buy TSM as a value-growth hybrid with powerful institutional and political endorsement. Geopolitical Taiwan risk; semiconductor cyclicality; high capex may increase debt.
TSM meets Peter Lynch’s PEG ≤1 and low-debt criteria, and is one of the most bought stocks by U.S. Congressional members. Combination of cheap growth (PEG <1) and insider buying signals a potential mispricing that value investors can exploit. Buy TSM as a value-growth hybrid with powerful institutional and political endorsement. Geopolitical Taiwan risk; semiconductor cyclicality; high capex may increase debt.
Производство/оборудование
REDDIT
Показано 2 из 2 коллов · сортировка по упоминаниям

У u/sum_dude44 на Buzzberg отслеживается 2 торговых идей по 2 тикерам с мая 2026. Чаще всего покрывает: META, TSM.