Calls
2
u/MrValuationMan
Reddit r/ValueInvesting
Win Rate
50.0%
return
+21.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 21
$21.43
-5.3%
Author values Yelp (YELP) via a conservative DCF using average five-year free cash flow and 0% growth, estimating intrinsic value at $33.03/share versus a $20.98 price and adding net cash of $4.67/share. They disclose owning the stock and see roughly 50% or more upside, with the stock still attractive under a -5% annual FCF decline scenario. The main stated risk is AI/LLM disruption reducing user traffic and advertising revenue, tracked through cumulative review growth and unique device metrics.
Internet Platforms
Long
Jan 18
$83.07
+48.4%
The author values Crocs (CROX) using a conservative DCF with 0% growth, a 10% discount rate, and a 2.5% perpetuity growth rate, arriving at an intrinsic value of $114.93 per share versus $86.95 current, implying ~30% upside. He sees the brand as positioned to grow and notes that assuming 5% growth yields ~$120 per share. Main risks are significant debt from the HEYDUDE purchase, tariff-driven revenue pressure, and reliance on inventory for short-term liabilities.
Retail & Mobility
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u/MrValuationMan has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026. Most covered: CROX, YELP.
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
