Buzzberg Cup Live

Thomas Buberl

CEO, AXA
@thomasbuberl · tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+9.6%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
AXA Long +9.6%
Worst Calls
No live losers yet
Most Mentioned
AXA ×1
Recent Calls
AXA Long 4 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return +9.6% Long Return +9.6% Short Return -
Average Return
7d -6.9%
30d -5.0%
90d -0.7%
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Ticker
Side
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P&L
Thesis
Theme
Source
AXA AXA S.A. AXA S.A.
Long
Feb 26
$40.86
+9.6%
AXA reported record results and announced a €1.25B buyback. The CEO explicitly stated their private credit exposure is "far below competitors." The buyback provides a floor for the stock. Low exposure to private credit removes a key overhang that is plaguing other insurers/financials in the current macro environment. LONG AXA as a defensive financial play with capital return catalysts. Climate/Catastrophe claims exceeding models (though CEO claims balance sheet is insulated).
AXA reported record results and announced a €1.25B buyback. The CEO explicitly stated their private credit exposure is "far below competitors." The buyback provides a floor for the stock. Low exposure to private credit removes a key overhang that is plaguing other insurers/financials in the current macro environment. LONG AXA as a defensive financial play with capital return catalysts. Climate/Catastrophe claims exceeding models (though CEO claims balance sheet is insulated).
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Thomas Buberl has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: AXA.