$CASY

5 theses
bullish 80%neutral 0%bearish 20%
Avg return (3m)
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Win rate (3m)
— (0 resolved)

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

Recent theses

Prices as of Oct 23, 4:45 PM ET
$CASYr/ValueInvestingStock Analysisbullish
u/AisleoftheTiger · 23d agono track record yet
Long CASY

CASY Value reset after earnings and huge bull run- competitive advantage remains = attractive entry price?

CASY offers a Buffett-style value opportunity after a 35% post-earnings pullback. The company has durable competitive advantages (local monopolies, pizza margins), strong financial discipline, and analyst consensus targets suggest ~30% upside despite short-term remodel headwinds. Current price near 50-week SMA provides an attractive entry for a long-term compounder.

At post $608.46Now $699.26+14.9% since postedas of Oct 23, 4:45 PM ET
1d+1.8%
3d+1.5%
1w+4.1%
1m—
3m—
6m—
1y—
original post →
$CASYr/ValueInvestingStock Analysisbearish
u/Professional-Hotel95 · 28d agono track record yet

Is Casey's General Stores (NASDAQ: CASY) hitting the end of the road?

The author presents a short thesis on Casey's General Stores, arguing the company is hitting structural headwinds and that its stock price should decline.

At post $606.24Now $699.26+15.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d-1.0%
1w+1.9%
1m—
3m—
6m—
1y—
original post →
$CASYr/wallstreetbetsGainbullish
u/oprah_2024 · 30d ago23 prior · 40% at 3mo
Long CASY $620C exp Oct 16

GAIN: Tapped the Pump CASY 10/16 $620 calls for some $$$

Author sold CASY 10/16 $620 calls at intra-day highs after doubling down during the early session sell-off, capturing the pump for a gain.

At post $597.31Now $699.26+17.1% since postedas of Oct 23, 4:45 PM ET
1d+0.3%
3d+0.2%
1w+1.9%
1m+17.1%
3m—
6m—
1y—
original post →
$CASYr/wallstreetbetsYOLObullish
u/oprah_2024 · 42d ago23 prior · 40% at 3mo
Long CASY $620C exp Sep 18 · 60 contracts

YOLO: CASY 9/18 $620 strike calls, 60 contracts

Bullish bet on Casey's General Stores with 60 contracts of 9/18 $620 strike calls. The position is positioned to profit from upside move in the stock.

At post $615.47Now $699.26+13.6% since postedas of Oct 23, 4:45 PM ET
1d—
3d+1.0%
1w-2.9%
1m+5.0%
3m—
6m—
1y—
original post →
$CASYr/wallstreetbetsYOLObullish
u/oprah_2024 · 45d ago23 prior · 40% at 3mo
Long CASY $740C exp Sep 11

YOLO - CASY 9/11 calls, $740 strike, $15,000 basis @30.50

CASY is a gas station chain that will benefit from elevated pump prices driving consumer markup purchases as a form of self-harm spending. The author is betting on upside with September 11 calls at the $740 strike.

At post $733.49Now $699.26-4.7% since postedas of Oct 23, 4:45 PM ET
1d-14.2%
3d-16.1%
1w-20.0%
1m-12.4%
3m—
6m—
1y—
original post →

End of results.