Calls
1
u/Manu_Militari
Reddit r/wallstreetbets
Win Rate
100.0%
return
+60.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 05
$70.96
+60.1%
The author argues Sezzle is one of the best setups for 2026, trading at ~15x forward earnings with ~30% earnings growth and a 0.60 PEG despite 76% revenue growth and 28% net income margins. The company’s consumer-focused BNPL model, subscription pivot, and disciplined underwriting self-fund growth, while negative subprime sentiment has compressed the multiple. Management has repeatedly raised FY24 guidance to $3.52 and given preliminary guidance for next year at $4.35, providing a concrete catalyst. The main stated risk is a recession or prolonged consumer weakness causing GMV compression and credit degradation.
Payments & Fintech
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/Manu_Militari has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: SEZL.
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
