u/Comprehensive_Tea388

2 theses · first seen Aug 23, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+40.4%	+40.4%
3d	2	2	1	50%	+28.5%	+28.5%
1w	2	2	1	50%	+46.8%	+46.8%
1m	0	0	0	—	—	—
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

$GPROr/ValueInvestingDiscussionbullish

u/Comprehensive_Tea388 · 49d ago1 prior · awaiting results

GoPro just ripped after Markiplier became its largest shareholder

GoPro is a distressed turnaround opportunity trading at 0.24x revenue with improving subscription metrics and positive unit economics, despite going-concern warnings. Markiplier's 8.5% stake signals insider confidence in undervaluation, and potential strategic alternatives (sale, merger, restructuring) could unlock value if the business stabilizes.

At post $0.88Now $1.04+18.7% since postedas of Oct 19, 4:30 PM ET

1d+40.4%

3d+58.7%

1w+94.1%

1m+47.3%

3m—

6m—

1y—

original post →

$GOOGLr/ValueInvestingStock Analysisbullish

u/Comprehensive_Tea388 · 57d ago1 prior · awaiting results

Long 106,000,000 shares of GOOGL

Berkshire just flipped from net seller to aggressive buyer and Alphabet is now its #3 stock holding

Berkshire Hathaway increased its Alphabet position by 83% to 106M shares, making it the third-largest equity holding worth $37.8B. The aggressive accumulation signals management's conviction in value at current levels and marks a shift toward capital deployment after 14 quarters of net selling.

At post $347.84Now $344.18-1.1% since postedas of Oct 19, 4:30 PM ET

1d—

3d-1.7%

1w-0.4%

1m+1.0%

3m—

6m—

1y—

original post →

End of results.