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u/Secret_Swordfish4121

2 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-3.4%-3.4%
1w1100%-2.7%-2.7%
1m1100%-6.3%-6.3%
3m000———
6m000———
1y000———

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

Thesis history

$UBERr/ValueInvestingStock Analysisbullish
u/Secret_Swordfish4121 · 32d ago1 prior · awaiting results

Uber's $10B+ bet on robotaxis and €14.2B of debt to buy Delivery Hero

Uber has become a world-class asset-light cash generator ($10B+ TTM FCF on minimal capex), trading cheaply at 2.8x sales versus its historical 4.1x average. The company's $10B+ robotaxi commitment and €14.2B Delivery Hero acquisition, funded by enormous FCF, represent capital-efficient strategic bets on future growth, with AV partnerships already scaling meaningfully.

At post $78.03Now $71.08-8.9% since postedas of Sep 9, 4:31 PM ET
1d—
3d-3.4%
1w-2.7%
1m-6.3%
3m—
6m—
1y—
original post →
$RDDTr/ValueInvestingStock Analysisbullish
u/Secret_Swordfish4121 · 38d ago1 prior · awaiting results
“currently interested in opening a small position in Reddit”

Reddit Q2 2026. The quarter was actually fine, the drop was drastic.

Reddit's Q2 showed strong fundamentals (61% revenue growth, 28.8% operating margin) despite a 21% stock drop driven by conservative Q3 guidance. The company is successfully raising ad prices (+40% YoY) on a relatively flat user base, creating high-quality margin expansion through pricing power rather than user acquisition. At ~10x trailing sales, the author sees an opportunity to establish a position despite near-term uncertainty around the ceiling on pricing power.

At post $154.71Now $146.44-5.3% since postedas of Sep 9, 4:30 PM ET
original post →

End of results.