Calls
3
u/41Investments
Reddit r/ValueInvesting
Win Rate
66.7%
return
-2.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 25
$2781.11
+1.8%
The author argues that while written code has become a commodity with AI, established software companies retain value through customer relationships, trust and data security, so the selloff is overdone. Constellation Software trades at an EV/(FCF-SBC) of 17.7, which the author considers very attractive. The author expects current prices may be looked back upon like ASML and Alphabet a year ago.
AI Software
Long
Jan 25
$228.05
+6.8%
The author argues that while written code has become a commodity with AI, established software companies retain value through customer relationships, trust and data security, so the selloff is overdone. Salesforce trades at an EV/(FCF-SBC) of 21.8, which the author considers very attractive. The author expects current prices may be looked back upon like ASML and Alphabet a year ago.
AI Software
Long
Jan 25
$301.07
-16.1%
The author argues that while written code has become a commodity with AI, established software companies retain value through customer relationships, trust and data security, so the selloff is overdone. Adobe trades at an EV/(FCF-SBC) of 15.6, which the author considers very attractive. The author expects current prices may be looked back upon like ASML and Alphabet a year ago.
AI Software
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u/41Investments has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: CRM, ADBE, CSU.TO.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
