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u/Comprehensive_Tea388

2 theses · first seen Aug 23, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-1.7%-1.7%
1w1100%-0.4%-0.4%
1m000———
3m000———
6m000———
1y000———

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

Thesis history

$GPROr/ValueInvestingDiscussionbullish
u/Comprehensive_Tea388 · 4d ago1 prior · awaiting results

GoPro just ripped after Markiplier became its largest shareholder

GoPro is a distressed turnaround opportunity trading at 0.24x revenue with improving subscription metrics and positive unit economics, despite going-concern warnings. Markiplier's 8.5% stake signals insider confidence in undervaluation, and potential strategic alternatives (sale, merger, restructuring) could unlock value if the business stabilizes.

original post →
$GOOGLr/ValueInvestingStock Analysisbullish
u/Comprehensive_Tea388 · 13d ago1 prior · awaiting results
Long 106,000,000 shares of GOOGL

Berkshire just flipped from net seller to aggressive buyer and Alphabet is now its #3 stock holding

Berkshire Hathaway increased its Alphabet position by 83% to 106M shares, making it the third-largest equity holding worth $37.8B. The aggressive accumulation signals management's conviction in value at current levels and marks a shift toward capital deployment after 14 quarters of net selling.

At post $348.06Now $338.46-2.8% since postedas of Sep 4, 4:30 PM ET
1d—
3d-1.7%
1w-0.4%
1m—
3m—
6m—
1y—
original post →

End of results.