Calls
1
u/EricMichaelis
Reddit r/ValueInvesting
Win Rate
100.0%
return
+28.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 11
$28.40
+28.5%
The author views Versant (VSNT) as a cigar-butt opportunity: a Comcast spinoff with a P/E of 3-4, $1-1.2B annual free cash flow, and leverage under 1.25x, being sold off due to index exclusion. The catalyst is management's stated plan for up to $1B in share repurchases, which could drive returns if executed aggressively. The main risk is that the industry may decline over a decade or two, but the author believes the stock is priced as if the company will die in three years.
Gaming & Entertainment
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u/EricMichaelis has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: VSNT.
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