Calls
3
u/BlueYokoWorld
Reddit r/ValueInvesting
Win Rate
0.0%
return
-22.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 01
$19.00
-34.4%
The author lists Telus, a Canadian telecom, among his value picks, arguing that businesses in industries that will not disappear in the next 100 years and have survived major crashes deserve renewed investor money in 2026. He cites his Telus position rising while the market dumped on Friday as evidence of the rotation. The thesis is a broad value/defensive argument with no company-specific catalyst or stated risk.
Telecom Operators
Long
Feb 01
$24.61
-15.6%
The author argues Hormel, as a packaged food company, is trading at decade lows while still paying fat dividends, making it a value pick for a potential 2026 rotation back into established businesses. He cites his own HRL position rising while the market fell on Friday as supporting evidence. The thesis is a broad sector/value argument without a company-specific catalyst, and no risk is stated.
Packaged Foods
Long
Feb 01
$18.51
-17.9%
The author argues packaged food companies like Conagra are trading at decade lows while paying fat dividends, making them attractive value plays after years of underperformance. He cites his own position in CAG rising while the broader market dumped on Friday as evidence that money may rotate back into long-established businesses. The thesis rests on a general value rotation in 2026 rather than a company-specific catalyst, and no specific risk is stated.
Packaged Foods
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u/BlueYokoWorld has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: CAG, HRL, T.TO.
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
