Calls
2
u/BornAliveDead
Reddit r/ValueInvesting
Win Rate
0.0%
return
-10.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 16
$56.85
-6.9%
Author sees PayPal as a valuation and buyback play with a good entry point and balance sheet, and says PYPL sub-$58 seems quite safe. The fintech/payment processing sector is discounted on competitive and macro worries, but the author flags the possibility of a value trap. Risk is that it remains a value trap or competitive/macro concerns persist.
Payments & Fintech
Long
Jan 16
$296.25
-14.7%
Author claims quality SaaS selloff on AI risk is overdone short term and applies this to Adobe, which is approaching strong historic support from Covid and 2022 near $280. At about 12.5x 2026 and 11x 2027 PE, the author argues discounting has been too aggressive and a modest rerating on better-than-feared resilience could yield high rewards. The stated risk is that AI risk is real over time and could disrupt SaaS if generic AI replaces entrenched tools.
AI Software
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/BornAliveDead has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026. Most covered: ADBE, PYPL.
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
