u/SpareSniper7 · 20d ago1 prior · awaiting results
“Trimmed Wix position to less than 1% of portfolio”
WIX - a Stunning 65% Reversal
Wix was trading at a 40% discount to intrinsic value ($90 FY26, $120 FY32) based on cash flow fundamentals despite market oversold sentiment. The author trimmed near fair value as IRR compressed, but the underlying thesis highlights an attractive risk-reward opportunity in a business with stable cash generation outside the AI narrative.
At post $82.39Now $73.00-11.4% since posted13m ago
1d-0.4%
3d-0.4%
1w+4.1%
1m—
3m—
6m—
1y—