u/CoolioBeansTTV

4 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d4400%-1.4%-1.4%
3d4400%-4.1%-3.8%
1w44125%-2.2%-2.1%
1m44375%+1.2%+1.8%
3m33267%+11.8%+19.1%
6m33267%+15.9%+21.4%
1y000———

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

Thesis history

$NKEr/wallstreetbetsDiscussionbullish
u/CoolioBeansTTV · 43d ago3 prior · 67% at 3mo

Why is nike posting more jobs now than it did in december

Nike's job postings have increased 15% since December to their highest level since spring 2025, despite the stock collapsing from $62 to $38. Elevated hiring activity and spiking Reddit mentions suggest management is executing a turnaround strategy rather than simply backfilling departures, indicating confidence in recovery.

At post $36.36Now $38.42+5.7% since postedas of Oct 29, 4:45 PM ET
1d-2.3%
3d-2.3%
1w-1.0%
1m+2.1%
3m—
6m—
1y—
original post →
$VTRSr/ValueInvestingValue Articlebullish
u/CoolioBeansTTV · 227d ago3 prior · 67% at 3mo

3 stocks under 9x forward P/E that institutions are quietly loading up on

Viatris trades at 5.5x forward P/E as a specialty pharma/generics turnaround post-Phase 2 restructuring, with 2026 guidance of $14.7B revenue (+3% growth) and $450-550M from new launches. The MR-141 presbyopia drug has an FDA date in October targeting ~90% of US adults over 45, hiring jumped 170% in three months, and major institutions (Vanguard, BlackRock) recently added positions.

At post $13.60Now $18.64+37.0% since postedas of Oct 27, 1:01 PM ET
1d-0.4%
3d-4.3%
1w-3.2%
1m+1.5%
3m+19.1%
6m+21.4%
1y—
original post →
$LADr/ValueInvestingValue Articlebullish
u/CoolioBeansTTV · 227d ago3 prior · 67% at 3mo

3 stocks under 9x forward P/E that institutions are quietly loading up on

Lithia Motors trades at ~8.9x forward P/E with strong operator metrics (UK same-store gross profit +10%, aftersales +9.4%, web traffic +21%) and a newly profitable finance arm (Driveway) guiding $150-200M annual high-margin recurring revenue. Multiple analysts see 35-43% upside (Citi $366, BofA $335, Morningstar $387 vs. current $270), with management buying back 11.4% of shares.

At post $250.01Now $297.06+18.8% since postedas of Oct 29, 4:45 PM ET
1d-0.4%
3d-3.2%
1w+0.4%
1m+9.5%
3m+23.2%
6m+43.2%
1y—
original post →
$LENr/ValueInvestingValue Articlebullish
u/CoolioBeansTTV · 227d ago3 prior · 67% at 3mo

3 stocks under 9x forward P/E that institutions are quietly loading up on

Lennar trades at ~7x forward P/E with a 4 million home supply deficit supporting new builds as the only meaningful supply source. The company has improved fundamentals (7% YoY construction cost reduction, inventory turn-up, $2.1B cash, <15% debt-to-capital), recent asset-light Millrose spin-off, and political insider buying, with spring selling season as a near-term catalyst.

At post $95.33Now $85.46-10.3% since postedas of Oct 29, 4:45 PM ET
1d-2.3%
3d-6.7%
1w-4.8%
1m-8.5%
3m-7.0%
6m-17.0%
1y—
original post →

End of results.