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u/c-u-in-da-ballpit

3 theses · first seen Aug 21, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d111100%+1.1%+1.1%
1w111100%+3.8%+3.8%
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3m000———
6m000———
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$ACIWr/ValueInvestingStock Analysisbullish
u/c-u-in-da-ballpit · 20d ago2 prior · awaiting results

Very little love for ACI Worldwide.

ACIW is a payments infrastructure company trading at $51.70 versus a DCF fair value of $64 (20% discount). Strong historical outperformance since 2000, reasonable forward valuations (P/E 17.71, P/FCF 16.87), robust EPS growth, and a strategic position in European payment sovereignty initiatives support upside potential.

At post $51.86Now $51.96+0.2% since postedas of Sep 9, 4:30 PM ET
1d—
3d+1.1%
1w+3.8%
1m—
3m—
6m—
1y—
original post →
$METAr/ValueInvestingDiscussionbearish
u/c-u-in-da-ballpit · 40d ago2 prior · awaiting results

Why is Meta being pushed so hard?

Meta faces structural decline driven by user plateau, deteriorating user experience due to ad saturation, massive debt-financed failed projects (AI, Metaverse, data centers totaling $200+ billion with no coherent strategy), zero differentiation in AI, regulatory headwinds (100,000 lawsuits), declining employee morale, and younger generations abandoning the platform. The company is squeezing short-term ad revenue while core user bases shrink.

At post $590.24Now $653.69+10.8% since postedas of Sep 9, 4:30 PM ET
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$NXPIr/ValueInvestingStock Analysisbullish
u/c-u-in-da-ballpit · 40d ago2 prior · awaiting results

Nextpower is one of the best deals in the market

Nextpower, the world's leading solar tracker maker with 55% US and 30% global market share, is trading at an attractive 15.9x forward P/E after a 45% pullback. The company has no debt, $1.2B cash, $5.8B of signed backlog, and expanding margins (36.6% adjusted gross margin last quarter), while trading below intrinsic value given its 25% return on capital and growth into adjacent markets like storage (estimated at $100B by 2033) and power conversion.

original post →

End of results.