u/zjin2020

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+49.4%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +49.4% Long Return +49.4% Short Return -
Average Return
7d +5.7%
30d +0.8%
90d +2.1%
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First Call
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Thesis
Theme
Source
Long
Feb 25
$14.06
+49.4%
CLW trades below liquidation value, could double
The author argues Clearwater Paper, a paper packaging maker currently losing money due to market overcapacity, trades at roughly $220 million market value against $1.6 billion in total assets and $763 million in liabilities, with little goodwill or intangibles. He contends that on a liquidation basis the stock price could double today. He frames it as a deep value idea and asks the sub to find holes in the thesis; the stated risk is the ongoing overcapacity-driven losses.
Chemicals
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u/zjin2020 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: CLW.

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