#354 Alpha Score 53.1

Sarat Sethi

Managing Partner, DCLA
@sarat_sethi · tracked since Feb 2026
354
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 53.1
Calls 5 4 Posts tracked · 0.0/day
Calls
7d 0
30d 5
90d 5
Best Calls
WDAY long +29.7%
CRM long +15.1%
IGV long +12.8%
Worst Calls
INTU long -14.5%
Most Mentioned
IGV ×1
CRM ×1
INTU ×1
Recent Calls
ROP long 3 weeks ago
CRM long 3 weeks ago
WDAY long 3 weeks ago
Win Rate 80% Long 5 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +9.6% Long Return +9.6% Short Return -
Average Return
7d +5.6%
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
CRM Salesforce, Inc. Salesforce, Inc.
Long
May 13
$165.66
+15.1%
Owns Intuit, Workday, Salesforce, Roper for gains.
Specific software names Intuit, Workday, Salesforce, and Roper Technologies have strong moats, forward-looking management, and are undervalued at current levels. He owns them in his core portfolio and expects them to be 40-50% higher over time, driven by earnings growth and cash flow stability.
AI/Semi
YOUTUBE
IGV iShares ... iShares Expanded Te...
Long
May 13
$88.63
+12.8%
Software sector cheap with growing earnings.
Software as a sector is making a comeback because it is now trading at 10-12 times cash flow, down from 20 times a year ago, while earnings are still growing 8-10% and balance sheets carry almost no debt. This valuation compression creates a compelling entry point for long-term investors, especially as software companies are integrating AI and remain essential.
AI/Semi
YOUTUBE
INTU Intuit Inc. Intuit Inc.
Long
May 13
$376.83
-14.5%
Owns Intuit, Workday, Salesforce, Roper for gains.
Specific software names Intuit, Workday, Salesforce, and Roper Technologies have strong moats, forward-looking management, and are undervalued at current levels. He owns them in his core portfolio and expects them to be 40-50% higher over time, driven by earnings growth and cash flow stability.
Fintech
YOUTUBE
ROP Roper Te... Roper Technologies,...
Long
May 13
$316.65
+4.8%
Owns Intuit, Workday, Salesforce, Roper for gains.
Specific software names Intuit, Workday, Salesforce, and Roper Technologies have strong moats, forward-looking management, and are undervalued at current levels. He owns them in his core portfolio and expects them to be 40-50% higher over time, driven by earnings growth and cash flow stability.
Other
YOUTUBE
WDAY Workday Inc. Workday Inc.
Long
May 13
$114.78
+29.7%
Owns Intuit, Workday, Salesforce, Roper for gains.
Specific software names Intuit, Workday, Salesforce, and Roper Technologies have strong moats, forward-looking management, and are undervalued at current levels. He owns them in his core portfolio and expects them to be 40-50% higher over time, driven by earnings growth and cash flow stability.
AI/Semi
YOUTUBE
Showing 5 of 5 picks ยท sorted by mentions