u/Teembeau

11 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	11	10	4	40%	+0.2%	+0.6%
3d	11	10	4	40%	+2.8%	+3.0%
1w	11	10	4	40%	+5.0%	+3.4%
1m	11	10	3	30%	+12.4%	+7.2%
3m	11	10	4	40%	+10.6%	+9.5%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$VEEVr/ValueInvestingDiscussionbearish

u/Teembeau · 90d ago10 prior · 40% at 3mo

“Medical CRM software provider; battered by AI nonsense”

Portfolio (I thought I'd dump this and some discussion)

Veeva Systems serves a specialized medical CRM niche but has been battered by AI sector concerns. The author holds but implies near-term weakness despite specialization.

At post $211.86live price unavailable

1d+0.8%

3d+8.8%

1w+11.7%

1m+34.2%

3m+49.5%

6m—

1y—

original post →

$UBERr/ValueInvestingDiscussionbullish

u/Teembeau · 90d ago10 prior · 40% at 3mo

Long UBER

Portfolio (I thought I'd dump this and some discussion)

Bullish on Uber as the dominant platform gateway; skeptical that autonomous vehicles will be transformative, positioning Uber as the intermediary regardless of vehicle operator.

At post $71.99Now $67.27-6.6% since postedas of Nov 2, 10:45 AM ET

1d-5.3%

3d+4.2%

1w+9.1%

1m+5.5%

3m-9.4%

6m—

1y—

original post →

$NOWr/ValueInvestingDiscussionbearish

u/Teembeau · 90d ago10 prior · 40% at 3mo

“SaaS company; battered by AI nonsense”

Portfolio (I thought I'd dump this and some discussion)

ServiceNow is facing AI-driven SaaS sector weakness. The author holds but suggests cautious or downside positioning amid industry headwinds.

At post $118.14Now $108.40-8.2% since postedas of Nov 2, 2:00 PM ET

1d-0.8%

3d+5.7%

1w+8.0%

1m+23.2%

3m-8.7%

6m—

1y—

original post →

$CRMr/ValueInvestingDiscussionbearish

u/Teembeau · 90d ago10 prior · 40% at 3mo

“SaaS company; battered by AI nonsense”

Portfolio (I thought I'd dump this and some discussion)

Salesforce has been impacted by AI concerns and SaaS headwinds. The author holds but indicates skepticism about near-term prospects amid industry-wide selloff.

At post $190.65Now $226.71+18.9% since posted1m ago

1d+1.0%

3d+0.9%

1w+3.4%

1m+38.5%

3m+20.3%

6m—

1y—

original post →

$RELXr/ValueInvestingDiscussionbearish

u/Teembeau · 90d ago10 prior · 40% at 3mo

“Information services company; battered by AI nonsense”

Portfolio (I thought I'd dump this and some discussion)

RELX has been beaten down by AI hype impacting information services. The author holds but implies near-term weakness despite potential long-term recovery.

At post $36.51Now $39.14+7.2% since postedas of Oct 29, 4:01 PM ET

1d-0.5%

3d-2.7%

1w-3.1%

1m+0.4%

3m+10.8%

6m—

1y—

original post →

$BYDr/ValueInvestingDiscussionbullish

u/Teembeau · 90d ago10 prior · 40% at 3mo

Long BYD

Portfolio (I thought I'd dump this and some discussion)

Bullish on BYD as a world-class EV manufacturer with superior product quality; new European factories will provide tariff-free market access and drive long-term growth.

At post $86.32Now $77.08-10.7% since posted1m ago

1d-2.3%

3d-3.4%

1w-4.6%

1m-9.9%

3m-10.8%

6m—

1y—

original post →

$BMEr/ValueInvestingDiscussionneutral

u/Teembeau · 90d ago10 prior · 40% at 3mo

“Owns shares; originally bought on UK recession thesis, now turning around under new CEO”

Portfolio (I thought I'd dump this and some discussion)

Holding British discount retailer as a position that has benefited from recession expectations and is now seeing positive management change. Mixed conviction with both thesis (recession play) and operational improvement.

At post $42.93Now $47.05+9.6% since posted1m ago

1d+0.6%

3d+2.2%

1w+3.3%

1m+7.2%

3m+9.5%

6m—

1y—

original post →

$ADSKr/ValueInvestingDiscussionbullish

u/Teembeau · 90d ago10 prior · 40% at 3mo

Long ADSK

Portfolio (I thought I'd dump this and some discussion)

Bullish on Autodesk's competitive moat in CAD software; the author believes no one will abandon CAD software despite AI concerns, viewing current weakness as temporary.

At post $237.21Now $258.46+9.0% since posted1m ago

1d+1.2%

3d+5.0%

1w+6.1%

1m+0.1%

3m+10.2%

6m—

1y—

original post →

$BABAr/ValueInvestingDiscussionbullish

u/Teembeau · 90d ago10 prior · 40% at 3mo

Long BABA

Portfolio (I thought I'd dump this and some discussion)

Long-term bullish on Alibaba as a fundamentally sound company, driven by positive personal experience with AliExpress and confidence in the core business despite AI hype.

At post $128.99Now $102.10-20.9% since posted1m ago

1d-0.4%

3d-0.4%

1w-0.9%

1m-13.3%

3m-20.5%

6m—

1y—

original post →

$ADBEr/ValueInvestingDiscussionbearish

u/Teembeau · 90d ago10 prior · 40% at 3mo

Long ADBE

Portfolio (I thought I'd dump this and some discussion)

Adobe has been hammered by AI concerns and the broader SaaS selloff. The author bought too early and is holding, implying a cautious or downside view on the near-term outlook despite long-term optionality.

At post $257.49Now $252.19-2.1% since posted1m ago

1d+0.7%

3d+3.0%

1w+2.4%

1m+11.0%

3m-1.4%

6m—

1y—

original post →

$NOWr/ValueInvestingDiscussionbullish

u/Teembeau · 103d ago10 prior · 40% at 3mo

“topped up at 98.3”

The "Cancelling the Saaspocalypse" Bet is Highly Volatile

ServiceNow is being unfairly sold off due to confusion with unrelated companies like Pegasystems. ServiceNow's core business is fundamentally different and less vulnerable to AI disruption than no-code platforms. The author sees an edge in recognizing this distinction and has been accumulating at $98.30.

At post $91.94Now $108.40+17.9% since postedas of Nov 2, 2:00 PM ET

1d+7.4%

3d+7.4%

1w+19.7%

1m+39.7%

3m+66.5%

6m—

1y—

original post →

End of results.