u/Impossible_Device240

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+7.6%
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +7.6% Long Return +7.6% Short Return -
Average Return
7d -1.9%
30d -2.4%
90d +15.2%
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Thesis
Theme
Source
Long
Feb 06
$142.29
+7.6%
Reddit selloff is fear, not fundamentals
The author argues Reddit's post-earnings selloff is fear trading, not fundamentals, driven by concerns over flat logged-in DAU growth, analyst multiple compression on macro re-rating of online advertisers, and unclear AI data licensing language. He notes Reddit trades at 55x current and 32x forward P/E with 50% CAGR, disciplined cost management, and a buyback signaling management sees no better use of capital. He sets a $250 price target and frames the drop as a buying opportunity for equity holders.
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u/Impossible_Device240 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: RDDT.

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