u/Ludwigismydaddy

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+36.5%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d 100%
Average Return +36.5% Long Return +36.5% Short Return -
Average Return
7d -0.4%
30d +4.2%
90d +29.5%
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Theme
Source
Long
Jan 21
$20.22
+36.5%
Spectrum leasing could triple undervalued Sirius XM
The author argues SIRI has most markers of an attractive value stock with a good dividend, attractive ratios, and real estate, though they worry about high debt. The catalyst is FCC approval to lease its GHz radio waves to cellular companies, which analysts estimate could add $4-7B against a $6.78B market cap, with income first going to debtholders. The author notes Berkshire upped ownership to ~37% and the OBBB gives the FCC orders to open more frequencies for 5G, and sees the stock potentially 3x'ing if it reinvents as a radio real estate giant.
Gaming & Entertainment
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u/Ludwigismydaddy has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: SIRI.

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