Calls
1
u/RedditHiveMind-
Reddit r/ValueInvesting
Win Rate
0.0%
return
-34.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 25
$19.86
-34.5%
Author argues VF Corporation's turnaround under CEO Bracken Darrell is progressing, with the balance sheet deleveraged and core brands like The North Face, Timberland, and Altra growing again. The key catalyst is Vans, whose revenue decline has moderated from -22% to -10% with guidance for mid-single digit declines, suggesting the worst is behind it. Author states they took profits after buying at $15 but are now selling puts aggressively and would not mind being assigned. Main stated risk is that consumer stocks are fickle and fashion depends on TikTok trends.
Retail & Mobility
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u/RedditHiveMind- has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: VFC.
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
