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u/SelfMastery__

4 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$RDDTr/ValueInvestingDiscussionbullish
u/SelfMastery__ · 95d ago3 prior · awaiting results

RDDT is an absolute beast of a company with real catalysts soon to come

Reddit has exceptional 91.5% gross margins, 69% revenue growth, minimal capex (0.2% of revenue), and generates $311M free cash flow quarterly. AI licensing deals with Google and OpenAI combined with resolution of the Anthropic lawsuit should drive repricing and momentum as the market recognizes Reddit's unique, human-generated data advantage.

At post $181.88Now $152.83-16.0% since postedas of Sep 18, 9:00 AM ET
1d-3.6%
3d-3.8%
1w-6.3%
1m+8.9%
3m-13.3%
6m—
1y—
original post →
$RDDTr/ValueInvestingDiscussionbullish
u/SelfMastery__ · 121d ago3 prior · awaiting results

Buying the RDDT Dip post earnings ?

RDDT delivered strong earnings with impressive profitability and growth metrics, but has fallen 10% since the report. The author views this pullback as an attractive buying opportunity despite fundamentals remaining solid.

At post $146.72Now $152.83+4.2% since postedas of Sep 18, 9:00 AM ET
1d+2.3%
3d-3.4%
1w+5.1%
1m+19.2%
3m+7.9%
6m—
1y—
original post →
$NVOr/ValueInvestingDiscussionbearish
u/SelfMastery__ · 337d ago3 prior · awaiting results
“bags of NVO”

Trump says the prices of GLP-1s will come down “pretty fast”

Novo Nordisk faces significant downside risk from Trump's push to lower GLP-1 drug prices. The poster's comment about 'bags getting heavier' expresses frustration with the declining share price and deteriorating sentiment around the company's near-term prospects.

At post $53.42Now $43.19-19.1% since postedas of Sep 18, 9:00 AM ET
1d-3.1%
3d-3.1%
1w-5.1%
1m-14.0%
3m+5.0%
6m-27.3%
1y—
original post →
$LLYr/ValueInvestingDiscussionbearish
u/SelfMastery__ · 337d ago3 prior · awaiting results

Trump says the prices of GLP-1s will come down “pretty fast”

Trump's announcement that his administration will negotiate lower GLP-1 prices threatens Eli Lilly's profitability and margin structure. The immediate post-market decline reflects market concern about pricing pressure on the company's blockbuster weight loss drug franchise.

At post $814.24Now $1,152.44+41.5% since postedas of Sep 18, 9:00 AM ET
1d-2.0%
3d-2.0%
1w+0.2%
1m+25.3%
3m+31.2%
6m+12.9%
1y—
original post →

End of results.