u/Historical_Air_8997

Reddit r/ValueInvesting
· tracked since Apr 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
CRM long +15.4%
Worst Calls
MELI long -5.2%
Most Mentioned
CRM ×1
MELI ×1
Recent Calls
CRM long 1 month ago
MELI long 1 month ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 100%
30d 50%
90d —
Average Return +5.1% Long Return +5.1% Short Return -
Average Return
7d +7.6%
30d -2.2%
90d —
Result
Result
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Theme Stance
Ticker
Side
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Entry
P&L
Thesis
Theme
Source
CRM Salesforce, Inc. Salesforce, Inc.
Long
Apr 10
$165.12
+15.4%
CRM trades at 10.59 P/FCF with 14.34% 5-year annualized revenue growth. The company has solid management, consistent growth, and is positioned to benefit from AI rather than be disrupted by it, all while trading at a cheap free cash flow multiple. Buy CRM as a value-priced tech incumbent with AI tailwinds. AI integration fails to drive top-line growth or margins compress.
CRM trades at 10.59 P/FCF with 14.34% 5-year annualized revenue growth. The company has solid management, consistent growth, and is positioned to benefit from AI rather than be disrupted by it, all while trading at a cheap free cash flow multiple. Buy CRM as a value-priced tech incumbent with AI tailwinds. AI integration fails to drive top-line growth or margins compress.
AI/Semi
REDDIT
MELI MercadoL... MercadoLibre Inc.
Long
Apr 10
$1765.50
-5.2%
MELI trades below 15 P/FCF with 48.7% 5-year annualized revenue growth, and its PE is artificially inflated due to growing cash reserves for its credit division. The growing cash reserves indicate the FinTech business is taking off, meaning the underlying business is stronger and cheaper than headline PE suggests. Long MELI as a high-growth, reasonably priced compounder with a booming FinTech segment. Credit division defaults or macroeconomic weakness in Latin America.
MELI trades below 15 P/FCF with 48.7% 5-year annualized revenue growth, and its PE is artificially inflated due to growing cash reserves for its credit division. The growing cash reserves indicate the FinTech business is taking off, meaning the underlying business is stronger and cheaper than headline PE suggests. Long MELI as a high-growth, reasonably priced compounder with a booming FinTech segment. Credit division defaults or macroeconomic weakness in Latin America.
Consumer
REDDIT
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