u/Imaginary-Fold-1149

Reddit r/ValueInvesting
· tracked since Mar 2026
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 3
Best Calls
AMZN long +20.7%
MSFT long +11.4%
META long +4.0%
Worst Calls
No live losers yet
Most Mentioned
META ×1
AMZN ×1
MSFT ×1
Recent Calls
META long 2 months ago
MSFT long 2 months ago
AMZN long 2 months ago
Win Rate 100% Long 3 Short 0
Win Rate
7d 0%
30d 100%
90d —
Average Return +12.1% Long Return +12.1% Short Return -
Average Return
7d -6.6%
30d +14.4%
90d —
Result
Result
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Thesis
Theme
Source
AMZN Amazon.com, Inc. Amazon.com, Inc.
Long
Mar 22
$207.10
+20.7%
The author explicitly states they already own a "big chunk" of AMZN. The author categorizes AMZN as one of the few remaining "cheap" MAG7 stocks, justifying a large holding. Maintain a long position in AMZN based on its relative valuation among mega-caps. Macroeconomic headwinds impacting consumer spending or a broader tech sector sell-off.
The author explicitly states they already own a "big chunk" of AMZN. The author categorizes AMZN as one of the few remaining "cheap" MAG7 stocks, justifying a large holding. Maintain a long position in AMZN based on its relative valuation among mega-caps. Macroeconomic headwinds impacting consumer spending or a broader tech sector sell-off.
Consumer
REDDIT
META Meta Pla... Meta Platforms, Inc.
Long
Mar 22
$597.89
+4.0%
The author identifies META as a "cheap MAG7 stock" at today's prices. Because it is perceived as undervalued relative to its peers, it presents a strong buying opportunity. Buy META as a value-oriented mega-cap tech play. Slowdown in digital ad spending or regulatory scrutiny.
The author identifies META as a "cheap MAG7 stock" at today's prices. Because it is perceived as undervalued relative to its peers, it presents a strong buying opportunity. Buy META as a value-oriented mega-cap tech play. Slowdown in digital ad spending or regulatory scrutiny.
AI/Semi
REDDIT
MSFT Microsof... Microsoft Corporation
Long
Mar 22
$383.51
+11.4%
The author identifies MSFT as a "cheap MAG7 stock" at today's prices. Because it is perceived as undervalued relative to its peers, it presents a strong buying opportunity. Buy MSFT as a value-oriented mega-cap tech play. AI monetization delays or multiple contraction in the tech sector.
The author identifies MSFT as a "cheap MAG7 stock" at today's prices. Because it is perceived as undervalued relative to its peers, it presents a strong buying opportunity. Buy MSFT as a value-oriented mega-cap tech play. AI monetization delays or multiple contraction in the tech sector.
AI/Semi
REDDIT
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