Calls
1
u/Exciting-Context6012
Reddit r/ValueInvesting
Win Rate
0.0%
return
-45.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 18
$52.65
-45.5%
The author argues Blackline offers roughly 27% upside from the current price contingent on a sale, with the thesis primarily based on activist investor Engaged Capital winning board seats and forcing a sale. Engaged Capital is criticizing management for not selling to SAP when it received an offer of $66 per share and has nominated four outside directors for the next proxy vote to force a strategic alternatives process. The author notes management does not seem to want to cooperate at all, so it is uncertain whether this shareholder value will be realized anytime soon.
AI Software
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u/Exciting-Context6012 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: BL.
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