u/AisleoftheTiger

2 theses · first seen Sep 4, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+1.8%	+1.8%
3d	2	2	1	50%	+0.8%	+0.8%
1w	2	2	2	100%	+3.1%	+3.1%
1m	1	1	0	0%	-16.4%	-16.4%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$CASYr/ValueInvestingStock Analysisbullish

u/AisleoftheTiger · 19d ago1 prior · awaiting results

Long CASY

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

Casey's offers a Buffett-style value opportunity following a 35% post-earnings selloff. Strong competitive moats (local monopolies in small towns, pizza as a high-margin differentiator) and proven management execution (27-year dividend streak, CEFCO remodels showing 30% food sales jumps) support a durable business trading near 50-week SMA with analyst consensus showing ~30% upside despite near-term headwinds from fuel-margin normalization and remodel drag.

At post $608.46Now $693.73+14.0% since postedas of Oct 19, 4:30 PM ET

1d+1.8%

3d+1.5%

1w+4.1%

1m—

3m—

6m—

1y—

original post →

$CPRTr/ValueInvestingDiscussionbullish

u/AisleoftheTiger · 52d ago1 prior · awaiting results

CPRT at multi year lows - looks like an obvious value play

Copart's salvage/insurance auction network has an intact moat and asset-light economics that haven't changed fundamentally, yet it trades at 17-21x earnings versus a 32x decade average due to cyclical vehicle volume softness. The return of founder Jay Adair as CEO is a catalyst for re-rating once volumes normalize.

At post $32.99Now $27.51-16.6% since postedas of Oct 19, 4:30 PM ET

1d—

3d0.0%

1w+2.2%

1m-16.4%

3m—

6m—

1y—

original post →

End of results.