Calls
1
u/Javeec
Reddit r/ValueInvesting
Win Rate
0.0%
return
-6.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 18
$163.88
-6.3%
The author argues Allegion is a buy at a P/E of 21.86, citing 10-17% constant profitability since 2016, selective M&A, high but recently lower leverage (~40% equity ratio), and consistent buybacks at attractive prices. Berkshire Hathaway disclosed a Q2 2025 position that was still open at year-end, and the author does not understand the -9.38% market reaction after the last results. The main stated risks are tariffs, since some US-market manufacturing is done in Mexico, and Irish withholding tax on dividends.
Construction & Infrastructure
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u/Javeec has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: ALLE.
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