#263 Alpha Score 85.7

u/FieryXJoe

Reddit r/ValueInvesting
· tracked since Jan 2026
263
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Alpha Score 85.7
Calls
13
Win Rate
53.9%
return
+17.2%
Calls 13 3 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 54% Long 13 Short 0
Win Rate
7d 62%
30d 38%
90d 62%
Average Return +17.2% Long Return +17.2% Short Return -
Average Return
7d +1.4%
30d -4.9%
90d +8.2%
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 10
$498.09
+2.3%
Berkshire's discipline and market crash set up long-term outperformance
The author argues that Berkshire Hathaway's 1973 underwriting discipline—passing on rate-cutting while competitors weaken—will lead to long-term outperformance as the insurance cycle turns. He notes that the broad market crash has created buying opportunities, and that years with suppressed near-term results like 1973 are the ones that precede Berkshire's long-term gains. He also acknowledges uncertainty about how insurance claims will ultimately develop.
Capital Markets
Long
Jan 19
$698.69
+4.8%
Long EME; data center builder added to S&P 500.
Author is long EME, a US data center construction company, and bought a bit more recently. They note it had a great year and was added to the S&P 500 this year, and may continue adding.
Construction & Infrastructure
Long
Jan 19
$80.46
+198.5%
Long MRVL after crash; still undervalued after 30% growth.
Author bought MRVL after it crashed this year, liking any chance to buy a semiconductor company cheap. They are considering adding because the company was undervalued then and has grown about 30% since, so they believe it should still be undervalued.
AI ASIC
Showing 3 of 13 calls · sorted by mentions

u/FieryXJoe has 13 trade ideas tracked on Buzzberg across 13 tickers since January 2026. Ranked #263 on the Buzzberg Alpha leaderboard. Most covered: PYPL, AMZN, NVDA.

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