u/No-Average3507

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+7.6%
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 100%
30d 100%
90d 100%
Average Return +7.6% Long Return +7.6% Short Return -
Average Return
7d +0.9%
30d +0.8%
90d +9.9%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 04
$52.37
+7.6%
FHI trades below intrinsic value on strong returns and expansion.
Federated Hermes (FHI) trades at a discount to peer asset managers despite posting strong ROE, ROA, and ROIC, with an estimated intrinsic value of $68.77 versus a $52.47 share price. The author argues management's expansion into real estate, including acquiring 80% of FCP in 2026, and higher-fee quantitative strategies will add long-term EPS growth. The main stated risk is that the 20.15% annual EPS growth estimate proves too high or the real estate expansion fails.
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Showing 1 of 1 calls · sorted by mentions

u/No-Average3507 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: FHI.

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