Calls
9
#1615
Alpha Score 11.6
u/Puzzleheaded-Ear-290
Reddit r/ValueInvesting
Win Rate
33.3%
return
-7.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 15
$32.52
+3.2%
The author argues Chipotle is now the cheapest it has been since 2015 at a 28 P/E and ~$32-33 per share, while still producing strong free cash flow, high ROE in the 30s-40s, and using cash for buybacks and new locations. The turnaround mechanism is fixing inconsistent portion sizes and service, lowering short-term prices, and cutting unprofitable late-night hours to restore margins and traffic. The main stated risk is that these operational problems persist and revenue/margin growth stays flat.
Restaurants
Long
Feb 26
$114.96
+38.8%
Author argues Target is one of the cheapest consumer staples names at ~14x forward P/E with a 3.92% dividend and ROE of 25-30%. Catalysts cited include new store openings, Target Circle 360 paid subscriptions to compete with Walmart and Amazon, and a digital marketplace expected to drive 5x revenue growth by 2030. Author expects a rebound as the economy recovers over roughly five years, while acknowledging politics and a weak economy are currently pressuring results.
Staples Retail
Long
Feb 08
$82.20
-8.2%
The author says he entered NFLX at $79.83 per share when the P/E was around 29-30x and calls the stock finally good-priced regardless of the Warner Bros. merger outcome. He views Netflix as the streaming leader excluding YouTube and says a WB deal could add production studios, video gaming, comic books, and more. No specific risk or time horizon is stated.
Streaming
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u/Puzzleheaded-Ear-290 has 9 trade ideas tracked on Buzzberg across 9 tickers since January 2026. Ranked #1615 on the Buzzberg Alpha leaderboard. Most covered: MSFT, ADBE, NFLX.
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
