Calls
4
u/KB0023
Reddit r/ValueInvesting
Win Rate
100.0%
return
+31.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 26
$155.80
+20.6%
The author argues Gartner offers a genuine decades-old moat (Magic Quadrant, Hype Cycle, C-suite relationships) at 15x earnings and an 8% FCF yield, a valuation the market only gives when genuinely scared. He notes the company spent $2B in buybacks at $286/share. The fear around AI disruption and weak guidance is real but not yet proven fatal. Main risk is that AI disruption could prove fatal to the business.
AI Software
Long
Feb 22
$31.83
+37.5%
The author argues online dating is a durable, addictive business where users keep paying, and Match Group holds a massive proprietary dataset on user behavior. Hinge is highlighted as the current winner with fast growth, paying users, and strong brand equity. The author also claims AI will make matching more useful, improving the product and monetization.
Gaming & Leisure
Short
Feb 15
$263.97
-
Author argues Adobe faces structural risk from GenAI commoditizing creative workflows and low-cost rivals like Canva capturing 20–30% of TAM, eroding pricing power. Decelerating growth and very high margins would amplify downside if pricing pressure compresses margins and multiple. The catalyst is a potential slowdown to single-digit growth with margin compression; no specific timeframe is stated.
AI Software
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u/KB0023 has 4 trade ideas tracked on Buzzberg across 4 tickers since February 2026. Most covered: NOW, ADBE, MTCH.
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
