u/No_Anybody_2793

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+63.6%
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 0%
30d 0%
90d 100%
Average Return +63.6% Long Return +63.6% Short Return -
Average Return
7d -0.8%
30d -12.8%
90d +3.1%
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Thesis
Theme
Source
Long
Jan 22
$14.19
+63.6%
Long SentinelOne on revenue growth vs price decline
The author opened a position in SentinelOne, arguing that revenue has grown 211% since 2021 while the stock price declined 55% over the same period, creating a valuation disconnect. The company carries no debt and is quite liquid, which the author views as supporting the long case. The author questions whether stock-based compensation is the main driver of the price decline, implying that if SBC is the culprit the selloff may be overdone. No explicit catalyst or time horizon is stated.
Cybersecurity
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u/No_Anybody_2793 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: S.

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