u/wallstreetdata

10 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$SGr/ValueInvestingStock Analysisbullish
u/wallstreetdata · 297d ago9 prior · awaiting results
CEO and chief concept officer both bought

Insiders buying the dip

SG CEO and chief concept officer both purchased stock after a 30% decline on slowing same-store sales. These are first-ever insider buys from both executives, suggesting conviction in valuation despite current headwinds.

Now $6.83as of Sep 15, 4:31 PM ET
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$CELHr/ValueInvestingStock Analysisbullish
u/wallstreetdata · 297d ago9 prior · awaiting results
president and director both buy

Insiders buying the dip

CELH insiders (president and director) bought following a 30% decline on net loss and distribution challenges. First insider purchases since 2019 signal management confidence in the company's recovery prospects.

Now $27.63as of Sep 15, 4:30 PM ET
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$RDWr/ValueInvestingStock Analysisneutral
u/wallstreetdata · 297d ago9 prior · awaiting results
CEO, GC, and CAO bought

Insiders buying the dip

RDW insiders (CEO, GC, CAO) bought after a 30% decline on missed guidance and delayed government contracts. However, recent insider buying activity in 2025 has not been accompanied by positive price action.

Now $10.75as of Sep 15, 4:31 PM ET
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$CERTr/ValueInvestingStock Analysisbullish
u/wallstreetdata · 297d ago9 prior · awaiting results
CEO bought $200k

Insiders buying the dip

CERT CEO purchased $200k after a 30% decline on lower bookings and customer hesitancy. This is the CEO's first purchase ever and first insider buy since 2023, signaling conviction at current valuation.

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$ITGRr/ValueInvestingStock Analysisbullish
u/wallstreetdata · 297d ago9 prior · awaiting results
CEO, CFO, EVP, and Director all bought

Insiders buying the dip

ITGR insiders (CEO, CFO, EVP, director) executed coordinated purchases after a 35% decline on 2026 outlook reduction. This cluster buy by multiple executives is the first-ever group buying and historically shows the highest alpha.

Now $126.21as of Sep 15, 4:30 PM ET
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$TREXr/ValueInvestingStock Analysisbullish
u/wallstreetdata · 297d ago9 prior · awaiting results
CFO bought $478k

Insiders buying the dip

TREX CFO purchased $478k following a 40% decline on Q3 miss and guidance cut. This is the CFO's first-ever purchase of the stock, signaling confidence in the company's valuation after the selloff.

original post →
$FOXFr/ValueInvestingStock Analysisbullish
u/wallstreetdata · 297d ago9 prior · awaiting results
CEO bought $300k

Insiders buying the dip

FOXF CEO purchased $300k of stock after a 40% decline from double earnings miss and guidance reduction. First purchase since mid-2024 suggests CEO confidence in valuation after the washout.

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$BTCSr/ValueInvestingStock Analysisbullish
u/wallstreetdata · 297d ago9 prior · awaiting results

Insiders buying the dip

BTCS CEO bought following a 40% decline on EPS miss and share dilution, with this being the first insider purchase since 2022. Research shows insider cluster buys and dip purchases exhibit significant outperformance and alpha generation.

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$THRYr/ValueInvestingStock Analysisbullish
u/wallstreetdata · 297d ago9 prior · awaiting results

Insiders buying the dip

THRY insiders (CEO and director) bought after a 50% decline on SaaS revenue deceleration and EPS miss. Insider dip purchases historically outperform with strong alpha, particularly countercyclical buying at market bottoms.

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$ARQr/ValueInvestingStock Analysisbullish
u/wallstreetdata · 297d ago9 prior · awaiting results

Insiders buying the dip

ARQ insiders (CEO, CFO, director) bought following a 50% one-month decline caused by production ramp delays. Historical data shows insider dip buys after 20%+ monthly declines average 35% one-year returns with a 62% win rate.

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End of results.