u/Lots-of-Value

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-2.4%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d 0%
Average Return -2.4% Long Return -2.4% Short Return -
Average Return
7d -8.7%
30d +8.7%
90d -3.8%
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Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 10
$91.74
-2.4%
Accounting charge masks 181% EPS growth
Author argues Topicus's reported EPS loss of (.94) was caused by a non-cash $221.74 million revaluation charge from switching its Asseco stake to the equity method, not by operational weakness. Backing out that charge, the author says Topicus actually earned .78 per share, a 181% year-over-year increase. The catalyst is the earnings report due the next day after the close, which the author expects to be strong. Main stated risk is that the market misreads the headline EPS number as a bad quarter.
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u/Lots-of-Value has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: TOI.V.

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