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u/Hairy-Baby9355

3 theses · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+1.0%+1.0%
3d111100%+2.9%+2.9%
1w1100%-2.8%-2.8%
1m111100%+7.5%+7.5%
3m111100%+25.5%+25.5%
6m000———
1y000———

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

Thesis history

$GOr/wallstreetbetsDiscussionbullish
u/Hairy-Baby9355 · 46d ago2 prior · 100% at 3mo
Long GO $7.5C exp Oct 1
Long GO $17.5C exp Jan 1
Long GO $14C exp Apr 1

GO (Grocery Outlet) Turnaround Is Working + Insiders Bought Heavy

Grocery Outlet's turnaround is materializing: 36 underperforming stores closed removing ~$12M EBITDA drag, Q2 beat with improved traffic and guidance, and insiders including the CEO are buying aggressively at higher prices. The market is now pricing in an actual earnings recovery rather than just survival.

At post $12.38Now $11.76-5.0% since postedas of Aug 24, 1:28 PM ET
original post →
$GOr/ValueInvestingDiscussionbullish
u/Hairy-Baby9355 · 46d ago2 prior · 100% at 3mo
Long GO $7.5C exp Oct 31
Long GO $17.5C exp Jan 31
Long GO $14C exp Apr 30

GO (Grocery Outlet) Turnaround Is Working + Insiders Bought Heavy + 26% Short Float

Grocery Outlet's turnaround is materializing: 36 underperforming stores closed to remove ~$12M EBITDA drag, Q2 beat with improved traffic and guidance, and insiders including the CEO bought millions of shares at lower prices and continue buying higher. With ~26% short float and improving technicals, the stock is transitioning from survival story to pricing in an actual earnings recovery.

At post $12.38Now $11.76-5.0% since postedas of Aug 24, 1:28 PM ET
original post →
$GOr/wallstreetbetsDiscussionbullish
u/Hairy-Baby9355 · 168d ago2 prior · 100% at 3mo
Long GO $7.5C exp Oct 31

GO (Grocery Outlet) - CEO Sandbagged, Bought $700k at Lows, Closed 36 underperforming locations, Inflation is sticky, Tax Refund Tailwinds

Grocery Outlet will benefit from sticky inflation driving consumers to discount grocers after closing 36 underperforming stores. CEO/director insider buying ($1.2M) and elevated tax refunds (+11%) should drive demand ahead of earnings, with same-store sales guidance implying positive growth.

At post $7.96Now $11.76+47.7% since postedas of Aug 24, 1:28 PM ET
1d+1.0%
3d+2.9%
1w-2.8%
1m+7.5%
3m+25.5%
6m—
1y—
original post →

End of results.