u/Meapolicious

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-8.6%
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 -8.6% Long Return -8.6% Short Return -
Average Return
7d -12.5%
30d -13.7%
90d -9.7%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
AES 1ST AES Corporation AES Corporation
Long
Feb 26
$16.25
-8.6%
Long AES on contracted clean-energy backlog and 2027 re-rating.
The author argues AES is undervalued because it is the largest clean-energy provider to corporate customers and has 11.1 GW of PPA backlog, with 5 GW under construction and expected online by 2027. He claims high capex is depressing current earnings, but these projects will generate contracted cash flows that have not yet hit the income statement, supporting management’s 7-9% annualized EPS growth guidance through 2027. A re-rating to 15x on ~$2.50 of 2027 EPS could imply $37-$38 per share from ~$16, with an additional potential M&A catalyst. Main stated risks include construction delays, high leverage with 1.6x interest coverage, a $4B Panama lawsuit, drought exposure, and post-2027 ITC/PTC changes.
Power Producers
REDDIT
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u/Meapolicious has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: AES.

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