u/we_have_no_control

4 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

$MSFTr/ValueInvestingDiscussionbullish
u/we_have_no_control · 88d ago3 prior · awaiting results

Mega-caps getting into the value territory once again (GOOGL, AMZN, META, MSFT) - generational buying opportunity

Microsoft valuations have fallen to levels not seen since April 2025, creating a generational buying opportunity. The author expects shares to trade at $1000+ within 4-5 years as current prices offer deep value.

At post $385.53Now $495.63+28.6% since postedas of Sep 11, 4:30 PM ET
original post →
$METAr/ValueInvestingDiscussionbullish
u/we_have_no_control · 88d ago3 prior · awaiting results

Mega-caps getting into the value territory once again (GOOGL, AMZN, META, MSFT) - generational buying opportunity

Meta valuations have fallen to levels not seen since April 2025, creating a generational buying opportunity. The author expects shares to trade at $1000+ within 4-5 years as current prices offer deep value.

At post $567.58Now $648.03+14.2% since postedas of Sep 11, 4:30 PM ET
original post →
$AMZNr/ValueInvestingDiscussionbullish
u/we_have_no_control · 88d ago3 prior · awaiting results

Mega-caps getting into the value territory once again (GOOGL, AMZN, META, MSFT) - generational buying opportunity

Amazon valuations have fallen to levels not seen since April 2025, creating a generational buying opportunity. The author expects shares to trade at $1000+ within 4-5 years as current prices offer deep value.

At post $240.84Now $256.78+6.6% since postedas of Sep 11, 4:30 PM ET
original post →
$GOOGLr/ValueInvestingDiscussionbullish
u/we_have_no_control · 88d ago3 prior · awaiting results

Mega-caps getting into the value territory once again (GOOGL, AMZN, META, MSFT) - generational buying opportunity

Google valuations have fallen to levels not seen since April 2025, creating a generational buying opportunity. The author expects shares to trade at $1000+ within 4-5 years as current prices offer deep value relative to long-term intrinsic value.

At post $363.56Now $338.50-6.9% since postedas of Sep 11, 4:30 PM ET
original post →

End of results.