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u/indonesian_activist

3 theses · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d333100%+2.4%+0.4%
3d333100%+4.9%+4.2%
1w33133%+2.9%-4.3%
1m3300%-6.4%-7.3%
3m000———
6m000———
1y000———

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

Thesis history

$WENDDbullish
u/indonesian_activist · 45d ago2 prior · awaiting results
Long WEN $8.5C exp Jul 2

$WEN International is a Goldmine 🍔 Boots-on-the-Ground DD in Jakarta. PT Revised to $23 🚀🚀(repost with pos)

International unit economics show massive margin expansion potential: burgers sell for 26% less in Indonesia but labor costs 84% less. Factoring international OPEX advantages into DCF model justifies price target increase from $11 to $23, driven by significant margin expansion from international operations.

At post $8.26Now $8.54+3.4% since posted1m ago
1d+0.4%
3d+4.2%
1w-4.3%
1m-7.3%
3m—
6m—
1y—
original post →
$WENDDbullish
u/indonesian_activist · 45d ago2 prior · awaiting results
Long WEN $8.5C exp Jul 2

$WEN International is a Goldmine 🍔 Boots-on-the-Ground DD in Jakarta. PT Revised to $23 🚀🚀

International margin expansion, particularly in lower-labor-cost markets like Indonesia, will drive significant operating leverage. The author argues that despite 26% lower revenue per unit internationally, 84% labor cost savings justify a revised price target of $23, up from $11.

At post $8.26Now $8.54+3.4% since posted1m ago
1d+0.4%
3d+4.2%
1w-4.3%
1m-7.3%
3m—
6m—
1y—
original post →
$WENDDbullish
u/indonesian_activist · 49d ago2 prior · awaiting results

$WEN DCF at just 1% rev growth = $8.3 base. The pump only erased the discount, not the upside. Bull case >$11

DCF analysis shows $8.3 fair value at just 1% revenue growth, with a bull case targeting above $11. Recent price recovery only eliminated the discount, leaving significant upside potential.

At post $7.33Now $8.54+16.4% since posted1m ago
1d+6.4%
3d+6.4%
1w+17.3%
1m-4.6%
3m—
6m—
1y—
original post →

End of results.