u/abrahamlincoln20

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-16.8%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d
30d
90d
Average Return -16.8% Long Return -16.8% Short Return -
Average Return
7d
30d
90d
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Long
Jan 15
$6.55
-16.8%
Contrarian Ubisoft value buy at 0.42 P/S
The author argues Ubisoft is now a contrarian value buy after a -92% five-year decline, with P/S at 0.42 making it a steal if the company returns to even moderate profitability. He notes the ugly balance sheet (enterprise value nearly 3x market cap) but argues Tencent, a major shareholder with deep pockets, will ensure the company stays afloat. He cites a cost reduction program and a promising last earnings report with declining losses, and states he bought a sizable position at 2% of his portfolio.
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u/abrahamlincoln20 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: UBI.PA.

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