Calls
1
u/AsexualMeatMannequin
Reddit r/ValueInvesting
Win Rate
100.0%
return
+2.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 12
$15.56
+2.0%
Author argues Bilibili is essentially YouTube in China, a great business model trading at a sub-30 P/E while growing users and time spent per user. Ad targeting is improving with a low ad load versus YouTube, giving room to place more ads, and net margin of 4.9% should expand via operating leverage. Author expects 50% more users, 50% more revenue per user, and doubled 10% margins within 5-8 years, over 4x-ing net income and at least doubling the investment. Main risk implied is the Chinese stock exposure the author previously avoided.
Gaming & Entertainment
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u/AsexualMeatMannequin has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: BILI.
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
