← Feed

u/DigAccomplished6482

2 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d——————
3d——————
1w——————
1m——————
3m——————
6m——————
1y——————

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

Thesis history

$AVGOr/ValueInvestingDiscussionbullish
u/DigAccomplished6482 · 3d ago1 prior · awaiting results
Long AVGO

AVGO: Missed opportunity or value trap? Curious what this sub thinks

Broadcom's strong earnings growth and outperformance relative to semi peers suggests the stock is underappreciated and trading at a discount to fundamentals. The author believes management undermarketing the story and sees room for the stock to appreciate toward $600 price targets if growth narratives are better communicated.

At post $357.16Now $357.90+0.2% since postedas of Sep 4, 4:30 PM ET
original post →
$APPr/ValueInvestingStock Analysisbullish
u/DigAccomplished6482 · 4d ago1 prior · awaiting results
Long APP

AppLovin mispriced opportunity or value trap?

AppLovin is growing 60% YoY and now trades at a more reasonable valuation after recent price declines that the market may have overreacted to. The author initiated a 5% portfolio position at $303, viewing the current price as attractive relative to growth prospects rather than a falling knife.

At post $319.05Now $320.56+0.5% since postedas of Sep 4, 4:30 PM ET
original post →

End of results.