Calls
4
u/akapredanon
Reddit r/ValueInvesting
Win Rate
33.3%
return
-5.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 14
$2558.00
-
Author argues Waaree Energies looks interesting at current valuations after a ~30% correction from Sep-Oct highs, driven by sector-wide headwinds like commoditization and oversupply fears. The company is pursuing 100% vertical integration via ingot and wafer plants, and is entering Li-ion storage/BESS with 3.5GWh by FY27 and 20GWh by FY28, plus capex into inverters, power infra, and green hydrogen electrolysers as future revenue verticals. Q3 FY26 earnings expected in late January are cited as a catalyst to clarify the picture. Main risk implied is the ongoing sector correction and oversupply concerns.
Other
Long
Jan 10
$542.92
-0.8%
The author argues Lockheed Martin is a defense value bet because roughly half of its revenue comes from fighter jets and helicopters such as the F35, F22, and Blackhawk, with the rest from missiles, space systems, and radars. The catalyst is rising global conflicts and increased US military spending.
Defense
Long
Jan 10
$618.82
-15.2%
The author argues Northrop Grumman is a defense value bet due to its role in B21 bombers, component manufacturing for F35s, and satellites/stealth systems. The catalyst is rising global conflicts and increased US military budgets.
Defense
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u/akapredanon has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: LMT, GD, NOC.
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
