Calls
3
u/smily260
Reddit r/ValueInvesting
Win Rate
66.7%
return
+7.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 06
$81.62
-7.6%
Author is long NFLX because they believe its catalogue and industry moat can deliver value, regardless of whether Netflix buys WBS. The position was funded partly by GOOGL trim proceeds and short-term bonds. The stated risk is that its own shows are mostly poor, though they see catalogue and moat as more important.
Streaming
Long
Feb 06
$204.86
+22.4%
Author is less convinced on AMZN but still believes AWS is a cash-generating machine and that the company has been undervalued relative to what it offers. The stated risk is massive CapEx that they cannot justify, and they plan to wait for a rebound before trimming exposure. No specific catalyst or time horizon is given.
Hyperscalers
Long
Feb 06
$323.06
+7.3%
Author views GOOGL as their highest-conviction holding, citing the strongest moat through Gemini, YouTube, Search, and Cloud. They trimmed the position from about a quarter of the portfolio to fund NFLX and bonds, but retain a core stake. The main stated risk is broad AI-hype overvaluation, which prompted the trim.
Hyperscalers
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/smily260 has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: AMZN, GOOGL, 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
