u/Icy_Abbreviations167

7 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d77457%-0.7%+0.1%
3d77229%-4.2%-3.7%
1w77343%-3.6%-0.7%
1m77343%-1.8%-1.6%
3m66233%-13.0%-10.1%
6m000———
1y000———

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

Thesis history

$LLYr/ValueInvestingStock Analysisbullish
u/Icy_Abbreviations167 · 89d ago6 prior · 33% at 3mo

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 $1,407.33+20.5% since postedas of Nov 2, 2:16 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 · 96d ago6 prior · 33% at 3mo

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 $17.61+15.5% since postedas of Oct 29, 4:01 PM ET
1d+8.0%
3d+7.0%
1w+19.7%
1m+18.4%
3m+7.5%
6m—
1y—
original post →
$ASMLr/ValueInvestingStock Analysisbullish
u/Icy_Abbreviations167 · 110d ago6 prior · 33% at 3mo

ASML Earnings Beat Signals More Chip Equipment Spending

ASML delivered a significant earnings beat with Q2 revenue and margins substantially above guidance, and raised full-year 2026 guidance to €44 billion midpoint from €38 billion. The company's monopoly on EUV lithography, strong customer demand evidenced by fully-booked 2027 capacity, and capacity expansion plans through 2028 signal sustained momentum in chip equipment spending.

At post $1,812.93Now $1,532.36-15.5% since posted2m ago
1d-1.7%
3d-3.7%
1w-0.7%
1m+1.7%
3m-5.2%
6m—
1y—
original post →
$COSMr/ValueInvestingStock Analysisbullish
u/Icy_Abbreviations167 · 112d ago6 prior · 33% at 3mo

Buyback Watch

Cosmos Health executed actual open-market share repurchases of 220,000 shares at approximately $0.2229 under an existing $5M program, demonstrating management's willingness to return capital. The move shows confidence despite higher risk profile.

At post $0.31Now $0.30-0.7% since posted2m ago
1d-9.1%
3d-23.5%
1w-31.9%
1m-32.6%
3m+13.9%
6m—
1y—
original post →
$AMPGr/ValueInvestingStock Analysisbullish
u/Icy_Abbreviations167 · 112d ago6 prior · 33% at 3mo

Buyback Watch

AmpliTech authorized a $10M buyback and terminated its ATM offering, eliminating dilution risk and signaling a shift from potential shareholder dilution to capital returns. The company operates debt-free with record revenue and a growing order book.

At post $7.03Now $2.51-64.3% since posted2m ago
1d-6.0%
3d-5.5%
1w-13.4%
1m-14.8%
3m-61.2%
6m—
1y—
original post →
$WDFCr/ValueInvestingStock Analysisbullish
u/Icy_Abbreviations167 · 112d ago6 prior · 33% at 3mo

Buyback Watch

WD-40 approved a new $100M buyback backed by strong quarterly results: 24% sales growth, 47% operating income growth, 44% net income growth, and 45% EPS growth to $2.24. The repurchase is earnings-supported rather than defensive.

At post $248.13live price unavailable
1d+0.1%
3d-0.5%
1w-4.2%
1m-7.3%
3m-18.3%
6m—
1y—
original post →
$EQPTr/ValueInvestingStock Analysisbullish
u/Icy_Abbreviations167 · 112d ago6 prior · 33% at 3mo

Buyback Watch

EquipmentShare authorized a $500M buyback alongside raised 2026 guidance for revenue, rental revenue, and EBITDA, signaling management confidence and capital allocation discipline. The combination of repurchase authorization with improved forward guidance is the strongest buyback signal in the group.

At post $17.34Now $16.13-7.0% since posted2m ago
1d+1.7%
3d-4.2%
1w+1.2%
1m+23.5%
3m-14.9%
6m—
1y—
original post →

End of results.