Calls
2
u/TheTomPrice
Reddit r/ValueInvesting
Win Rate
50.0%
return
-2.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 15
$13.27
+16.9%
Author notes Lyft screens at a P/E of 1.9 with 2.22% ROIC and ~$8.9B market cap, unusually cheap for a platform company. The thesis is that the recent sell-off on heavy weather forecasts and a softer outlook is an overreaction, and the headwinds are temporary. Catalyst is weather passing and ride volumes normalizing; risk is that the headwinds are not momentary.
Retail & Mobility
Long
Feb 15
$16.35
-20.9%
Author's Magic Formula screen flags Infinity Natural Resources as absurdly cheap at a P/E of 0.05 with 26.12% ROIC and a ~$174M market cap. The causal mechanism is deep-value mean reversion: earnings power is high relative to price, so the multiple should normalize if fundamentals hold. The stated risk is that energy prices collapse, which would undermine the earnings base. No explicit time horizon given.
Oil & Gas
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u/TheTomPrice has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: LYFT, INR.
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
