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u/AggressiveAd9058

2 theses · first seen Aug 22, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-3.5%-3.5%
1w1100%-4.8%-4.8%
1m1100%-5.9%-5.9%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$BKTIr/ValueInvestingDiscussionbullish
u/AggressiveAd9058 · 36d ago1 prior · awaiting results

BKTI seems to have serious multi-bagger potential

BK Technologies has multi-bagger potential driven by the upcoming BKR 9500 multiband radio launch (FCC approval targeted H2 2026, shipments H1 2027), which will upgrade an existing base of 95k+ BKR 5000 users. Strong revenue growth, accelerating EBITDA/FCF, debt-free balance sheet, structural margin expansion, and low 21x earnings valuation relative to peers support long-term upside.

At post $77.72Now $72.67-6.5% since postedas of Sep 11, 4:30 PM ET
1d—
3d-3.5%
1w-4.8%
1m-5.9%
3m—
6m—
1y—
original post →
$GOOGr/ValueInvestingDiscussionbullish
u/AggressiveAd9058 · 55d ago1 prior · awaiting results

Here's the 24 Milestones I'm watching into Google's earnings next week

Google's bull thesis hinges on being compute-constrained rather than demand-constrained, with high-ROIC capital deployment across its vertically integrated silicon-to-distribution stack. At 24x forward GAAP earnings, the valuation appears fair but could be attractive if management's narrative of capacity scarcity and execution persists through earnings.

At post $351.37Now $335.45-4.5% since postedas of Sep 11, 4:30 PM ET
original post →

End of results.