u/Embarrassed-Paper165

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+49.5%
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 100%
30d 0%
90d 100%
Average Return +49.5% Long Return +49.5% Short Return -
Average Return
7d +1.3%
30d -1.7%
90d +35.8%
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Theme
Source
Long
Feb 12
$8.69
+49.5%
Negative EV, cash-rich DDI ripe for buybacks
The author argues DDI trades at a negative enterprise value because its cash exceeds its market capitalization, and it routinely generates $20-$25m per quarter. They believe buybacks at this price would be the most sensible use of capital versus other acquisitions, and that the end of the prior public float issue from the private equity sale could unlock action. The main stated uncertainty is why management has not yet acted, but the author is positioned long.
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u/Embarrassed-Paper165 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: DDI.

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