Сигналы
2
u/thefrogmeister23
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+8.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
09 авг
$117.98
+7.5%
SPR is at its lowest level since 1983 and Iran tensions threaten Strait of Hormuz oil transit. An escalation or supply shock would push oil prices sharply higher. Long oil as a geopolitical hedge against a possible oil crisis. Diplomatic resolution, OPEC+ supply increases, or a demand slowdown could invalidate the trade. No other actionable trade ideas were explicitly stated or strongly implied.
SPR is at its lowest level since 1983 and Iran tensions threaten Strait of Hormuz oil transit. An escalation or supply shock would push oil prices sharply higher. Long oil as a geopolitical hedge against a possible oil crisis. Diplomatic resolution, OPEC+ supply increases, or a demand slowdown could invalidate the trade. No other actionable trade ideas were explicitly stated or strongly implied.
Сырьё
Лонг
01 авг
$140.67
+9.1%
RDDT is valued around $24B net cash and ~13x forward earnings, while Google holds search/distribution leverage. A strategic deal with Google or a potential acquisition would create upside, while valuation offers some downside support. Cautious long based on valuation and strategic optionality, but structural traffic risk remains. Google AI Overviews reduces “reddit” search traffic; no deal or product partnership materializes; multiple compression.
RDDT is valued around $24B net cash and ~13x forward earnings, while Google holds search/distribution leverage. A strategic deal with Google or a potential acquisition would create upside, while valuation offers some downside support. Cautious long based on valuation and strategic optionality, but structural traffic risk remains. Google AI Overviews reduces “reddit” search traffic; no deal or product partnership materializes; multiple compression.
Интернет-платформы
Показано 2 из 2 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/thefrogmeister23 на Buzzberg отслеживается 2 торговых идей по 2 тикерам с августа 2026. Чаще всего покрывает: BNO, RDDT.
