Calls
4
u/Sugamaballz69
Reddit r/ValueInvesting
Win Rate
0.0%
return
-14.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 01
$127.72
-29.9%
The author identifies TOI/TOITF as Constellation Software's European arm and says its fundamentals and behavior are the same as CSU. He holds it at about one-quarter the size of his CSU position, implying parallel multi-year growth expectations.
AI Software
Long
Jan 01
$3297.40
-14.2%
Author says Constellation Software's recent price decline came after the founder left and the stock had become overvalued. He argues conventional PE is misleading because it is a serial acquirer; PFCF is near 20 and normalized PE would be near 20 if profits weren't reinvested. He expects 15-20% internal CAGR for another decade plus price-to-fundamentals appreciation.
AI Software
Long
Jan 01
$2018.00
-9.8%
Author sees MercadoLibre as a South American e-commerce conglomerate comparable to Amazon, with strong fundamentals and an attractive price dip. He emphasizes FCF over earnings and good ROIC, and expects roughly 20-30% internal CAGR for about five years.
Retail & Mobility
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u/Sugamaballz69 has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: MELI, CSU.TO, TOI.V.
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
