u/TheInsideAnalyst

2 theses · first seen Sep 4, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-5.3%	-5.3%
3d	2	2	2	100%	+2.6%	+2.6%
1w	2	2	1	50%	+3.7%	+3.7%
1m	1	1	1	100%	+5.5%	+5.5%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$TTDr/ValueInvestingDetailed Investment Analysisbullish

u/TheInsideAnalyst · 24d ago1 prior · awaiting results

The Trade Desk - Value Investment or Trap Without Growth?

The Trade Desk's sharp valuation reset from 200x to 20x earnings offers attractive entry points despite recent growth deceleration. The business maintains strong cash generation, zero net debt, and operates in a 5-15% growing ad market; recovery to 10% growth would yield 15% annual returns, achievable given solid fundamentals and margin of safety at current levels.

At post $13.40Now $13.88+3.6% since postedas of Sep 9, 4:31 PM ET

1d—

3d+1.0%

1w-1.6%

1m—

3m—

6m—

1y—

original post →

$UBERr/ValueInvestingDetailed Investment Analysisbullish

u/TheInsideAnalyst · 37d ago1 prior · awaiting results

Uber Finally Became a Cash Machine That Looks Deceptively Cheap – Opportunity or Trap?

Uber has transformed from a cash-burning growth story into a profitable, cash-generative business with strong operating leverage and improving returns on capital. While headline valuation multiples understate true valuation due to one-time tax benefits, the company appears modestly undervalued after adjusting for these accounting items, with a realistic path to 12% annual growth supporting long-term value creation.

At post $71.99Now $71.08-1.3% since postedas of Sep 9, 4:31 PM ET

1d-5.3%

3d+4.2%

1w+9.1%

1m+5.5%

3m—

6m—

1y—

original post →

End of results.