u/SurpriseInTheShower

2 theses · first seen Aug 3, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$DNUTDDbullish
u/SurpriseInTheShower · 3h ago1 prior · awaiting results
Long DNUT $3.5C exp Aug 7

Cheap Leverage: Krispy Kreme’s ($DNUT) Turnaround Story

August 7 call options at $3.50 strike provide leveraged upside exposure ahead of Q2 2026 earnings on August 6th, betting on continued execution of the turnaround strategy.

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original post →
$DNUTDDbullish
u/SurpriseInTheShower · 3h ago1 prior · awaiting results
Long DNUT

Cheap Leverage: Krispy Kreme’s ($DNUT) Turnaround Story

Krispy Kreme is executing a turnaround with improving margins, positive free cash flow, and de-risked balance sheet. The company has substantial untapped operating leverage in its US hub network; if management delivers on its plan, EBITDA margins should double and FCF yields quadruple by 2029, supporting a $7.00 price target from the current $3.18.

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original post →

End of results.