Calls
1
u/Mundane_Link8653
Reddit r/ValueInvesting
Win Rate
100.0%
return
+67.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 15
$13.87
+67.4%
The author argues SentinelOne trades at just 4x sales versus CrowdStrike's 22x despite comparable products, 115% NRR, and 25% revenue growth. The mechanism is multiple expansion as the company approaches profitability with improving free cash flow and expanding data/cloud offerings growing triple digits. Catalysts include GovRamp authorization opening the public sector, international revenue growth of 34%, and acquisitions like Prompt Security and Observo AI. The main stated risk is that the stock is nearing all-time lows and profitability is not yet achieved.
Cybersecurity
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u/Mundane_Link8653 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: S.
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
