u/DementedDemetrius

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+76.5%
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 0%
90d 100%
Average Return +76.5% Long Return +76.5% Short Return -
Average Return
7d -2.8%
30d -10.2%
90d +6.1%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
YUBICO.ST 1ST Yubico AB Yubico AB
Long
Feb 13
$54.08
+76.5%
Yubico undervalued after drawdown; strong moat, growth, FX risks
Author argues YUBICO.ST is entering fair value after an ~80% drawdown and trading 50% under its IPO at a P/E around 20, calling the selloff an overreaction by traders. The claimed moat is secure authentication hardware across protocols and platforms, supported by 30% sales CAGR since 2020, founder ownership, insider accumulation, and growth in OT security, manufacturing, and international markets. Main stated risks are political and USD-SEK/FX exposure, especially US government cybersecurity budget/order cuts and theoretical dollar hyperinflation.
Cybersecurity
REDDIT
Showing 1 of 1 calls · sorted by mentions

u/DementedDemetrius has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: YUBICO.ST.

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