Calls
8
#1385
Alpha Score 24.2
u/Irrational_Investing
Reddit r/ValueInvesting
Win Rate
50.0%
return
-2.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 24
$257.80
-7.6%
The author argues Thales is an attractive investment in European security, citing 15% order growth from European allies and 8% from the rest of the world even as America/Oceania orders declined. Catalysts include the first SAMP/T air defense export to Denmark, the EU IRIS2 starlink-alternative contract, a quantum-resistant smart card launch, and potential Eurofighter orders to replace F35s. The author notes the stock trades at a trailing P/E of 50 versus a forward P/E of 20, implying earnings growth is expected.
Construction & Infrastructure
Long
Jan 12
$231.40
-12.4%
The author argues fish farming is the future while mass fishing is a dead end. Mowi depends on fish prices, which is bad short-term but good long-term, supporting a long-term bullish view.
Other
Long
Jan 12
$23.73
+2.2%
The author sees Engie as underappreciated compared to Iberdrola. This relative valuation view is the stated reason for interest in Engie.
Electric Utilities
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u/Irrational_Investing has 7 trade ideas tracked on Buzzberg across 8 tickers since January 2026. Ranked #1385 on the Buzzberg Alpha leaderboard. Most covered: HO.PA, ENGI.PA, SAP.DE.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
