Calls
1
u/trekpandar
Reddit r/ValueInvesting
Win Rate
100.0%
return
+0.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 04
$91.40
+0.8%
Author argues ZM is a cheap, FCF-generative software name reaccelerating with AI tools while also holding a multi-billion-dollar Anthropic stake that sell-side coverage largely ignores. The mechanism is that Anthropic's rising private valuation and eventual IPO could make ZM's stake worth far more than book value, giving investors a listed proxy for Anthropic exposure. Catalysts cited are the next earnings call, broader analyst incorporation of the Anthropic asset, and increased buyback capacity since November. No explicit risk is stated beyond the prior Cathie Wood thesis having been early.
AI Software
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u/trekpandar has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: ZM.
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