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u/Consistent-Radio-428

2 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$PLTRr/ValueInvestingStock Analysisbearish
u/Consistent-Radio-428 · 27d ago1 prior · awaiting results

Burry is shorting AI's hype but Ackman is betting on them. Who's right?

Palantir trades at an extreme 84x forward earnings and 138x sales, pricing in years of perfect execution with no room for ordinary slowdowns. The bear case is not that the business will fail, but that valuation leaves no margin of safety despite the company's solid fundamentals and cash generation.

At post $191.79Now $178.17-7.1% since postedas of Aug 24, 1:28 PM ET
original post →
$RSGr/ValueInvestingStock Analysisbullish
u/Consistent-Radio-428 · 28d ago1 prior · awaiting results
“This is my most recent play”

Republic Services (RSG) got to be the most boring near-monopoly on the market that nobody thinks to buy

RSG operates a near-monopoly garbage collection and landfill business with durable pricing power, evidenced by revenue growth from $10B to $16.6B and free cash flow doubling from $1.2B to $2.4B since 2018. The high barriers to entry (established routes and locked-in permits) enable consistent price increases and make RSG an overlooked defensive growth play.

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End of results.