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u/ActuallyMy

2 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$RDDTr/ValueInvestingStock Analysisbullish
u/ActuallyMy · 223d ago1 prior · awaiting results

Reddit posts 70% YoY growth in q4. Braindead cheap

Reddit is trading at a cheap 28x current earnings with $250M Q4 GAAP income and strong margin expansion. Management typically underguides: Q1 guidance of 50% growth is likely conservative, positioning the company to double earnings within two years, especially once accounting for margin upside and buybacks.

At post $151.05Now $159.63+5.7% since postedas of Sep 15, 4:31 PM ET
original post →
$GOOGLr/ValueInvestingStock Analysisbearish
u/ActuallyMy · 294d ago1 prior · awaiting results

Cathie Wood ARK Invest buys 174,293 shares Google. The top is officially in

Author views Cathie Wood's purchase of Google shares and overwhelming positive sentiment as contrarian top signals. The lack of negative sentiment and unanimous analyst capitulation are red flags suggesting a market peak and downside risk.

At post $322.60Now $344.98+6.9% since postedas of Sep 15, 4:30 PM ET
original post →

End of results.