Calls
1
u/Assume-Ass-U-Me
Reddit r/ValueInvesting
Win Rate
100.0%
return
+103.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$83.39
+103.5%
The author claims ICRL trades at 8.7x EV/EBITDA, far below the 12.5-14x multiples seen in industry acquisitions and Medpace's 20x, making it deeply undervalued. The stock dropped on an accounting controls warning involving a potential 2% timing difference in revenues over two prior years, which the author views as a minor issue given 20%+ margins and complex multi-year contracts. Similar controls issues at Syneos resolved and the stock bounced back, so the author expects ICRL to at least 3x within 18 months once the dust settles.
Healthcare Services
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u/Assume-Ass-U-Me has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: ICLR.
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
