u/ChoiceNo8649

2 theses · first seen Aug 21, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-3.7%	-3.7%
3d	1	1	0	0%	-2.6%	-2.6%
1w	1	1	1	100%	+3.3%	+3.3%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$TISIr/ValueInvestingStock Analysisbullish

u/ChoiceNo8649 · 20d ago1 prior · awaiting results

A fund just paid $35.50 for a stock trading at $22.12 - Team Inc - $TISI

Team Inc. trades at $22 despite a recent insider block sale at $35.50/share and management's 2026 EBITDA guidance of $68-73M. The author's DCF values the stock at $34.55 base case, suggesting meaningful upside once deferred refinery maintenance cycle returns and leverage improves.

At post $23.32Now $27.91+19.7% since posted14m ago

1d-3.7%

3d-2.6%

1w+3.3%

1m—

3m—

6m—

1y—

original post →

$CELHr/ValueInvestingStock Analysisneutral

u/ChoiceNo8649 · 22d ago1 prior · awaiting results

The acquisition worked. But did Celsius pay too much? $CELH

Celsius' acquisition of Alani Nu has transformed its growth trajectory, but the question remains whether current valuation adequately reflects the growth already priced in. The analysis weighs bull and bear cases against the company's margin expansion and valuation metrics.

At post $29.95Now $30.66+2.4% since posted14m ago

original post →

End of results.