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u/Navelabob

3 theses · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d333100%+4.9%+6.6%
1w333100%+15.7%+21.7%
1m333100%+13.8%+14.5%
3m333100%+5.4%+6.0%
6m000———
1y000———

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

Thesis history

$NFLXr/ValueInvestingDiscussionbullish
u/Navelabob · 98d ago2 prior · 100% at 3mo
Short NFLX $65P

Netflix at a 4.3% cash flow yield is the definition of value

Netflix trades at an attractive 4.3% FCF yield after a 50% decline, driven by valuation reset rather than business deterioration. The author expects continued growth from price increases, ads business expansion, and live events, making the stock compelling relative to risk-free rates.

At post $67.60Now $65.85-2.6% since postedas of Oct 23, 4:45 PM ET
1d—
3d+1.6%
1w+3.7%
1m+12.5%
3m+4.3%
6m—
1y—
original post →
$RDDTr/wallstreetbetsDiscussionbullish
u/Navelabob · 153d ago2 prior · 100% at 3mo
Long RDDT $100C exp Jun 16 · 8 contracts

Why the app you’re using should be a stock you own ($RDDT)

June 16th 2028 $100 calls provide leveraged long exposure to Reddit's anticipated AI-driven margin expansion and revenue acceleration through 2027, with significant upside potential if the company executes on ad algorithm and content feed improvements.

At post $144.64Now $144.25-0.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d+6.6%
1w+21.7%
1m+14.5%
3m+6.0%
6m—
1y—
original post →
$RDDTr/wallstreetbetsDiscussionbullish
u/Navelabob · 153d ago2 prior · 100% at 3mo
Long 700 shares of RDDT

Why the app you’re using should be a stock you own ($RDDT)

Reddit has strong fundamentals (60%+ revenue growth, 31% net margins, $3B cash) driven by AI-powered improvements to ad targeting and content feed recommendations. The company can sustainably grow by increasing user frequency and ARPU without significant capital intensity, positioning it for substantial upside by 2027 under base and bull cases ($209-$327 per share).

At post $144.64Now $144.25-0.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d+6.6%
1w+21.7%
1m+14.5%
3m+6.0%
6m—
1y—
original post →

End of results.