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u/Icy-Sheepherder-7595

Reddit r/ValueInvesting
· tracked since May 2026
Calls
3
Win Rate
0.0%
Return
-17.9%
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 3
Best Calls
No live winners yet
Worst Calls
INTU long -34.3%
SAP long -9.7%
MSFT long -9.7%
Most Mentioned
MSFT ×1
SAP ×1
INTU ×1
Recent Calls
MSFT long 1 month ago
INTU long 1 month ago
SAP long 1 month ago
Win Rate 0% Long 3 Short 0
Win Rate
7d 0%
30d 67%
90d —
Average Return -17.9% Long Return -17.9% Short Return -
Average Return
7d -1.5%
30d -5.0%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
INTU Intuit Inc. Intuit Inc.
Long
May 04
$407.24
-34.3%
Author includes INTU alongside SAP as a top contender for sticky SaaS value. Intuit’s tax/financial software (TurboTax, QuickBooks) is deeply embedded in small businesses and consumers, creating recurring revenue and low churn. Long INTU as a predictable, high‑margin SaaS company with defensive moats. Regulatory changes in tax software; competition from new fintech entrants; slower adoption of AI features.
Author includes INTU alongside SAP as a top contender for sticky SaaS value. Intuit’s tax/financial software (TurboTax, QuickBooks) is deeply embedded in small businesses and consumers, creating recurring revenue and low churn. Long INTU as a predictable, high‑margin SaaS company with defensive moats. Regulatory changes in tax software; competition from new fintech entrants; slower adoption of AI features.
Fintech
REDDIT
MSFT Microsof... Microsoft Corporation
Long
May 04
$413.12
-9.7%
Author already owns 100 MSFT shares (cost ~$400) and explicitly states wanting to add more as part of the SaaS rotation. Microsoft’s Azure, Office 365, and enterprise software stack (Teams, Dynamics) are deeply embedded in corporate IT, with AI tailwinds (Copilot) driving future revenue. Strong conviction to increase MSFT allocation, seeing it as a core sticky legacy SaaS with growth optionality. Antitrust scrutiny, cloud competition from AWS/GCP, potential AI monetization disappointments.
Author already owns 100 MSFT shares (cost ~$400) and explicitly states wanting to add more as part of the SaaS rotation. Microsoft’s Azure, Office 365, and enterprise software stack (Teams, Dynamics) are deeply embedded in corporate IT, with AI tailwinds (Copilot) driving future revenue. Strong conviction to increase MSFT allocation, seeing it as a core sticky legacy SaaS with growth optionality. Antitrust scrutiny, cloud competition from AWS/GCP, potential AI monetization disappointments.
AI/Semi
REDDIT
SAP SAP SE SAP SE
Long
May 04
$171.80
-9.7%
Author explicitly names SAP as a top pick among sticky legacy SaaS companies that are hard to replace. Enterprises rely on SAP for core ERP, creating high switching costs; the author believes this defensiveness is mispriced. Long SAP as a value play in enterprise software with durable competitive advantages. Economic slowdown could delay enterprise IT spending; cloud migration competition from Oracle/Workday.
Author explicitly names SAP as a top pick among sticky legacy SaaS companies that are hard to replace. Enterprises rely on SAP for core ERP, creating high switching costs; the author believes this defensiveness is mispriced. Long SAP as a value play in enterprise software with durable competitive advantages. Economic slowdown could delay enterprise IT spending; cloud migration competition from Oracle/Workday.
AI/Semi
REDDIT
Showing 3 of 3 picks · sorted by mentions

u/Icy-Sheepherder-7595 has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: MSFT, SAP, INTU.