Calls
1
u/The_wsj
Reddit r/ValueInvesting
Win Rate
100.0%
return
+35.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 26
$157.66
+35.7%
The author's DCF model, using base-case revenue growth from 80% in year 1 tapering to 4% by year 10 and EBIT margins rising to 27.5%, yields a fair value of $403 per share, implying 158% upside with a 61.3% margin of safety. The core business driver is arbitrage revenue from out-of-network billing, which the author says has won 85% of cases against insurers like UNH and represents 75% of revenue. The main stated risk is regulatory: a possible restriction of IRP arbitrage opportunities, which the author claims the stock is already heavily discounting. The author notes worst-case models assuming a 30% revenue drop from CMS arbitrage limits still return fair values above the current price.
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u/The_wsj has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: NUTX.
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
