Calls
4
u/Antique-Reference585
Reddit r/ValueInvesting
Win Rate
75.0%
return
+2.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 13
$4.80
-26.0%
Author is pivoting to Recursion Pharmaceuticals ($RXRX) as a TechBio play, arguing it is the best capital-inflow target because it is less crowded and has stopped falling in a low-demand zone with a reasonable share price. The mechanism is Recursion's role as Nvidia's core ally with direct equity investment in AI-driven pharmaceutical research, plus its Recursion OS closed-loop system and proprietary petabyte-scale biological imaging data. The stated catalyst is rotation into $RXRX, which the author says could at least double the stock; the author also cites a cash reserve lasting through 2027 and operation of BioHive-2.
Pharma & Biotech
Long
Jan 11
$77.83
+11.4%
The author argues Europe and Japan trade at 13-14x P/E with 4% yields, offering a margin of safety compared to 22x US multiples. This leads him to rotate into international value via VXUS.
Equity Indexes
Long
Jan 11
$107.33
+14.6%
The author argues small-cap value has been neglected for three years and now benefits from recent Fed rate cuts that help debt-sensitive firms. The valuation gap versus large-cap tech is too wide for him to ignore, driving a rotation into AVUV.
Equity Indexes
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u/Antique-Reference585 has 3 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: VXUS, IJR, RXRX.
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
