u/frits063

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+11.6%
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 0%
Average Return +11.6% Long Return +11.6% Short Return -
Average Return
7d +0.2%
30d -1.1%
90d -16.1%
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Jan 03
$87.36
+11.6%
Publicis gives listed digital euro exposure but is muddied by marketing
The author believes the digital euro project will be huge over 5-10 years and sees Publicis Groupe as the only listed way to gain exposure via its Sapient/Tremend division, which handles the alias lookup component. He notes the stock is stable, has a low P/E of 15-16, and is a large company with broad reach, but the marketing-heavy business makes the investment case muddy. The main stated risk is that the project is handled by its German division, triggering his concern from the Wirecard fiasco.
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u/frits063 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: PUB.PA.

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