Calls
1
u/Old-Squash3401
Reddit r/ValueInvesting
Win Rate
100.0%
return
+27.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 13
$213.11
+27.7%
The author argues ADP is a wide-moat, mission-critical payroll/HR provider with 92% retention and scale-based compliance advantages. The float from payroll timing generates float income that rises with rates and acts as an inflation hedge, while B2B mission-critical software and slow workforce reductions support recession resilience. They see it as a fair-priced cash compounder with 30% ROIC and a target entry price of $212.31–183.16 for a 12% 10-year IRR. Main stated risk: losing low-end clients to startups/Intuit and failing to win new ones.
Construction & Infrastructure
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u/Old-Squash3401 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: ADP.
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
