u/Background-Plant-297

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+35.2%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d 100%
Average Return +35.2% Long Return +35.2% Short Return -
Average Return
7d -1.3%
30d +5.4%
90d +30.0%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 27
$20.42
+35.2%
SIRI mispriced, 3x upside, buyback accretive
The author views Sirius XM as one of the top attractive opportunities with 3x upside in the near term and as a permanent hold, citing Berkshire's stake as bullish. He argues the market misreads SIRI as a Spotify competitor when it serves very different customers, and that the price dip was due to a non-cash goodwill write-off required by a spin-off, not a fundamental change. He also points to a near-monopoly in its area and significant accretion from the current open stock repurchase plan as catalysts.
Gaming & Entertainment
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u/Background-Plant-297 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: SIRI.

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