u/LucrativeThinking

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-5.4%
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 0%
90d 0%
Average Return -5.4% Long Return -5.4% Short Return -
Average Return
7d -9.5%
30d -51.2%
90d -37.7%
Visual Insights Log in to see more
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
PGY 1ST Pagaya T... Pagaya Technologies...
Long
Jan 24
$21.81
-5.4%
PGY undervalued at ~1x revenue
The author argues Pagaya Technologies is undervalued because its ~$1.75bn market cap is roughly equivalent to guided FY25 revenue of $1.3-1.33bn. The stated mechanism is that the company is currently profitable with ~8.5% net income margin and guiding for 36% YoY growth, making the market cap-to-revenue ratio attractive. The author explicitly asks what he is missing, indicating uncertainty about the thesis.
Payments & Fintech
REDDIT
Showing 1 of 1 calls · sorted by mentions

u/LucrativeThinking has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: PGY.

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