Calls
2
u/Illustrious_Plum4175
Reddit r/ValueInvesting
Win Rate
50.0%
return
-2.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 08
$161.70
-5.1%
RDDT has ~60% revenue growth and no debt, with an engaged user base. If the market still applies a “hated growth” discount, the operating momentum offers a contrarian upside. Long RDDT as a high-growth, clean-balance-sheet compounder if sentiment remains skeptical. User growth saturates, ad monetization slows, or valuation remains too rich for value investors.
RDDT has ~60% revenue growth and no debt, with an engaged user base. If the market still applies a “hated growth” discount, the operating momentum offers a contrarian upside. Long RDDT as a high-growth, clean-balance-sheet compounder if sentiment remains skeptical. User growth saturates, ad monetization slows, or valuation remains too rich for value investors.
Internet Platforms
Long
Aug 08
$75.02
+0.6%
UBER is growing revenue and users 15-20% with large FCF growth, but faces driverless-car disruption fears. The bear thesis centers on autonomous vehicles taking share, but the comment implies the risk may be overblown, similar to TikTok/Reels fears. UBER is a potential contrarian long if the market is over-discounting the AV threat versus current growth and cash generation. Autonomous vehicles (e.g., Waymo/Tesla) could structurally disrupt ride-hailing economics; competition and regulatory risk remain.
UBER is growing revenue and users 15-20% with large FCF growth, but faces driverless-car disruption fears. The bear thesis centers on autonomous vehicles taking share, but the comment implies the risk may be overblown, similar to TikTok/Reels fears. UBER is a potential contrarian long if the market is over-discounting the AV threat versus current growth and cash generation. Autonomous vehicles (e.g., Waymo/Tesla) could structurally disrupt ride-hailing economics; competition and regulatory risk remain.
Retail & Mobility
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u/Illustrious_Plum4175 has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: UBER, RDDT.
