u/Big_Barnacle2817 — thesis ledger

Window	Theses	Resolved	Win rate	Avg return	Median return
1d	1	1	0%	-3.8%	-3.8%
3d	1	1	0%	-4.9%	-4.9%
1w	1	1	0%	-7.2%	-7.2%
1m	0	0	—	—	—
3m	0	0	—	—	—
6m	0	0	—	—	—
1y	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-3.8%

-4.9%

-7.2%

—

Thesis history

$VSTr/ValueInvestingStock Analysisbullish

u/Big_Barnacle2817 · 23d agono track record yet

Vistra Corp

Vistra Corp is well-positioned to benefit from AI-driven data center expansion with long-term contracts from Meta and Amazon, strong free cash flow of $4B, and a forward P/E of 17. The company trades 30% below all-time highs despite reasonable valuations and analyst upside targets of $221, though success depends on sustained AI investment.

At post $146.11Now $151.10+3.4% since postedas of Sep 9, 4:31 PM ET

1d-3.8%

3d-4.9%

1w-7.2%

1m—

3m—

6m—

1y—

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End of results.