u/RelevantHelicopter82

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
4
Win Rate
25.0%
return
-13.4%
Calls 4 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 25% Long 4 Short 0
Win Rate
7d 67%
30d 67%
90d 33%
Average Return -13.4% Long Return -13.4% Short Return -
Average Return
7d -0.2%
30d +4.0%
90d -5.2%
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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 14
$26.06
-18.6%
CPB low sentiment, big value, slow turnaround
The author sees CPB as a big value play with low sentiment, trading at roughly a 50% discount with a dividend over 5%. The stated risk is that a turnaround could take a while.
Packaged Foods
Long
Jan 14
$11.85
-7.2%
NOMD cost savings and buybacks drive turnaround
The author views NOMD as a solid value play at a 30% discount with a dividend over 5%, expecting a cost-saving and buyback plan to drive an eventual turnaround. The mechanism is operational cost savings plus share buybacks leading to a re-rating.
Packaged Foods
Long
Jan 14
$23.51
+5.5%
KHC discount, eventual return to $40+
The author sees KHC as a value play trading at a 35% discount with a dividend over 6%, and believes an eventual return to $40+ is very possible in the coming years. The mechanism is a re-rating of a slowly declining moaty consumer staple, with the stated risk being the multi-year downtrend.
Packaged Foods
Showing 3 of 4 calls · sorted by mentions

u/RelevantHelicopter82 has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: KHC, CPB, FMC.

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