Calls
1
u/standupguy152
Reddit r/ValueInvesting
Win Rate
100.0%
return
+5.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 13
$206.36
+5.8%
The author bought SAP around $150 during the SaaS selloff, believing enterprises would never rebuild ERP from scratch, and considers the thesis validated after a run to $220. He argues SAP remains undervalued because Oracle's ongoing troubles make SAP relatively more attractive, European equities broadly look underpriced, and a manufacturing rebound (as Europe prepares air conditioning for next summer) should benefit SAP's ERP business. Main risk implied is the prior SaaS multiple compression that already hit the stock.
AI Software
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u/standupguy152 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: SAP.
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. Coverage, verification and track-record methodology
