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u/Times_Abacus 5.0 2 ideas

Reddit r/ValueInvesting
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Per mention Per thesis
ⓘ First mention per (ticker, direction)
Layout Default A B C D
Total Picks
2
Avg YTD
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Best
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Worst
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Winrate (avg)
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Long / Short
2 / 0
Themes
CONSUMER
2
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Positions 2 Best & Worst 0 Themes 1 Timeline
Theme: Stance:
Ticker Mentions Stance Conv Entry P&L YTD Theme Thesis (click to expand) Mentioned Src
RDDT ×1 LONG MED $164.31 Consumer RDDT appears optically expensive but is operating well below its true earning capacity. The market underestimates its earning potential or moat, creating an undervalued opportunity. The stock is cheap relative to future earnings power, making it a compelling long-term buy. Failure to realize earning capacity, increased competition, or monetization challenges. Apr 23 REDDIT
SPOT ×1 LONG MED $522.88 Consumer SPOT appears optically expensive but is operating below its true earning capacity. Market misprices its future earnings growth due to underestimation of moat or monetization potential. Undervalued based on underestimated earning power, offering long-term upside. Inability to scale profitability, competitive pressures, or content cost issues. Apr 23 REDDIT
Best Calls
No winning calls yet
Worst Calls
No losing calls yet
CONSUMER
2
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RDDT appears optically expensive but is operating well below its true earning capacity. The market underestimates its earning potential or moat, creating an undervalued opportunity. The stock is cheap relative to future earnings power, making it a compelling long-term buy. Failure to realize earning capacity, increased competition, or monetization challenges.
RDDT MED Apr 23, 04:03
Key Points
['Optically expensive but not', 'Below true earning capacity', 'Market mispricing opportunity']
● Reddit — r/ValueInvesting ⏲ long-term Source ↗
April 23, 2026 at 04:03
● u/Times_Abacus
Reddit r/ValueInvesting
SPOT appears optically expensive but is operating below its true earning capacity. Market misprices its future earnings growth due to underestimation of moat or monetization potential. Undervalued based on underestimated earning power, offering long-term upside. Inability to scale profitability, competitive pressures, or content cost issues.
SPOT MED Apr 23, 04:03
Key Points
['Perceived as expensive but cheap', 'Earning capacity underestimated', 'Long-term growth potential']
● Reddit — r/ValueInvesting ⏲ long-term Source ↗
April 23, 2026 at 04:03
● u/Times_Abacus
Reddit r/ValueInvesting
Positions
TickerDirEntryP&LDate
RDDT LONG $164.31 Apr 23
SPOT LONG $522.88 Apr 23
u/Times_Abacus (Reddit r/ValueInvesting) | 2 trade ideas tracked | DUOL, SPOT, RDDT | Reddit | Buzzberg