u/Mrsoglio

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+8.0%
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 100%
30d 100%
90d 100%
Average Return +8.0% Long Return +8.0% Short Return -
Average Return
7d +10.2%
30d +40.7%
90d +18.5%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
BMBL 1ST Bumble I... Bumble Inc. Class A...
Long
Feb 13
$2.75
+8.0%
Bumble undervalued; attrition bottom and peer multiples yield $10.2 target.
The author argues BMBL is undervalued at $2.79 versus a blended price target of $10.2, using a projected steady state of $900M revenue, 25% EBITDA margin, 12% net margin, and 21% FCF margin. He applies peer multiples—10x EV/EBITDA, 12x P/E, and 2.0-2.5x EV/Revenue—to arrive at a blended market cap of about $1.55B and a $10.2 target, +366% from today. Catalysts include management's expectation that user attrition bottoms in Q1/Q2 2026, full cost-cutting benefits visible in 2026, and potential buybacks using FCF plus balance sheet cash. The main stated risk is that management may be wrong about attrition stabilizing, which would undermine the steady-state revenue and margin assumptions.
Gaming & Leisure
REDDIT
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u/Mrsoglio has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: BMBL.

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