u/Icy_Abbreviations167

2 theses · first seen Sep 4, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	2	100%	+4.9%	+4.9%
3d	2	2	2	100%	+4.2%	+4.2%
1w	2	2	2	100%	+12.0%	+12.0%
1m	2	2	1	50%	+8.4%	+8.4%
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

$LLYr/ValueInvestingStock Analysisbullish

u/Icy_Abbreviations167 · 36d ago1 prior · awaiting results

Eli Lilly’s GLP-1 machine is still running hot

Eli Lilly's GLP-1 franchise (Mounjaro and Zepbound) delivered strong Q2 results with 48% revenue growth and 32% non-GAAP net income growth, significantly beating expectations. The company raised full-year guidance and has an active pipeline with completed Phase 3 data for retatrutide and FDA submissions, supporting sustained upside.

At post $1,168.19Now $1,123.00-3.9% since postedas of Sep 10, 4:30 PM ET

1d+1.9%

3d+1.4%

1w+4.3%

1m-1.6%

3m—

6m—

1y—

original post →

$SOFIr/ValueInvestingStock Analysisbullish

u/Icy_Abbreviations167 · 43d ago1 prior · awaiting results

SoFi just delivered a monster fintech quarter

SoFi delivered record-breaking Q2 results with 42.5% revenue growth, record loan originations of $14.8B (up 69%), and strong member and product growth to 15.8M members and 24.4M products. Management raised full-year guidance to 32-35% growth, while deposits surged $5.3B and cross-sell improved sharply with 51% of new products from existing members.

At post $15.25Now $17.21+12.8% since postedas of Sep 10, 4:31 PM ET

1d+8.0%

3d+7.0%

1w+19.7%

1m+18.4%

3m—

6m—

1y—

original post →

End of results.