#667 Alpha Score 63.5

u/Agitated-Simple-51

Reddit r/ValueInvesting
· tracked since Feb 2026
667
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Alpha Score 63.5
Calls
9
Win Rate
77.8%
return
+7.3%
Calls 9 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 78% Long 9 Short 0
Win Rate
7d 67%
30d 44%
90d 11%
Average Return +7.3% Long Return +7.3% Short Return -
Average Return
7d +1.2%
30d +1.2%
90d -5.9%
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 19
$16.57
+11.2%
PINS undervalued, will survive
Author claims Pinterest is priced for extinction but will still be used in 10 years and be worth more. The mechanism is that the market is overly pessimistic about its longevity. No specific catalyst or timeframe given. Main risk is that the author is a current bagholder, implying potential bias.
Internet Platforms
Long
Feb 19
$27.78
+10.5%
Buy TOST on AI-disruption overreaction
Author is buying TOST as part of a 10% basket betting against AI disruption of software. The rationale is behavioral inertia and entrenched enterprise systems slowing adoption of AI alternatives. Main stated risk is that some names may be disrupted even if the basket outperforms.
Payments & Fintech
Long
Feb 19
$200.26
+6.7%
Buy SAP on AI-disruption overreaction
Author is buying SAP within a 10% basket bet against AI-disruption fears in software. The mechanism cited is that entrenched enterprise structures and slow-changing human behavior make switching to AI-native software difficult. Stated risk is that some basket names could lose or be disrupted.
AI Software
Showing 3 of 9 calls · sorted by mentions

u/Agitated-Simple-51 has 9 trade ideas tracked on Buzzberg across 9 tickers since February 2026. Ranked #667 on the Buzzberg Alpha leaderboard. Most covered: SAP, CRM, NOW.

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