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u/orishasinc2

3 theses · first seen Aug 22, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d22150%+9.3%+9.3%
3d22150%+4.3%+4.3%
1w22150%+6.6%+6.6%
1m111100%+13.2%+13.2%
3m000———
6m000———
1y000———

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

Thesis history

$TSLAr/ValueInvestingDiscussionbearish
u/orishasinc2 · 21d ago2 prior · awaiting results

$TSLA is ridiculously overvalued.

Tesla trades at absurdly inflated multiples (243x FCF, 263x earnings) with minimal capital returns to shareholders, while competitors like BYD trade at 18–25x earnings and Toyota at much lower valuations despite superior profitability and dividends. Without demonstrable free cash flow returns, Tesla remains overvalued even at 50x earnings.

At post $348.95Now $365.44+4.7% since postedas of Sep 11, 4:30 PM ET
1d+0.4%
3d+1.7%
1w+5.4%
1m—
3m—
6m—
1y—
original post →
$FMCr/ValueInvestingStock Analysisbullish
u/orishasinc2 · 47d ago2 prior · awaiting results
“Buying deeply discounted out-of-the-money call options expiring in 2028”

FMC Corporation may be too ugly to ignore.

FMC is a deeply distressed but misvalued company where the market has priced in near-zero upside while ignoring Pierre Brondeau's proven restructuring track record and credible debt-reduction actions. The company's patent portfolio, manufacturing assets, and Latin American distribution are strategically valuable; a buyer could pay $25–35 per share or 12x EBITDA in an M&A scenario, exploiting the current valuation gap.

At post $10.01Now $11.40+13.9% since postedas of Sep 11, 4:30 PM ET
1d+18.2%
3d+7.0%
1w+7.7%
1m+13.2%
3m—
6m—
1y—
original post →
$STIr/pennystocksStock Infobearish
u/orishasinc2 · 100d ago2 prior · awaiting results

Solidion Technology, Inc. A Vampire Stock!

STI is a worthless insider-managed pump and dump with low float, reverse stock splits, Nasdaq delisting risk, going-concern issues, and questionable related-party transactions. The author warns against promotional campaigns falsely linking the stock to SpaceX IPO hype.

original post →

End of results.