u/Outside_Use3456

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-26.0%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 0%
Average Return -26.0% Long Return -26.0% Short Return -
Average Return
7d +0.9%
30d +4.2%
90d -7.9%
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Thesis
Theme
Source
Long
Jan 20
$22.50
-26.0%
Xiaomi undervalued; EV and IoT growth to $64
The author argues Xiaomi is highly undervalued at a ~$120B market cap and forward P/E of 18.87, low for a tech company, given its combined smartphone, IoT, and EV (SU7, YU7) businesses. The mechanism is that global EV expansion (Europe entry in 2027), rising smartphone market share, and IoT growth should drive the stock toward $64/share within two years from the current $23.59. The author cites Xiaomi's $6B free cash flow as fuel to build a market moat. No specific risk is stated.
Autos & EV
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u/Outside_Use3456 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: 1810.HK.

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