Calls
6
#1650
Alpha Score 9.7
u/Retropixl
Reddit r/ValueInvesting
Win Rate
16.7%
return
-14.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 14
$25.88
-17.2%
The author argues Lumine, alongside Constellation and Topicus, presents a great long-term opportunity because VMS software companies have a much wider moat than other software peers and are not being replaced by AI. The author cites the durability of mission-critical software as the rationale. The position requires patience per the author.
AI Software
Long
Jan 14
$122.00
-26.6%
The author argues Topicus, alongside Constellation and Lumine, presents a great long-term opportunity because VMS software companies have a much wider moat than other software peers and are not being replaced by AI. The author cites the durability of mission-critical software as the rationale. The position requires patience per the author.
AI Software
Long
Jan 04
$3243.14
-12.7%
The author believes Constellation Software is positioned to do very well over the coming years. It has underperformed recently partly because of Mark Leonard's health-related departure and unrealistic AI threat fears to VMS software, which the author considers unlikely and unrealistic. A potential lost decade in tech could shift investor preference to such fortress companies.
AI Software
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u/Retropixl has 3 trade ideas tracked on Buzzberg across 6 tickers since January 2026. Ranked #1650 on the Buzzberg Alpha leaderboard. Most covered: CSU.TO, BRK.B, MKL.
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
