u/Dismal-Cancel4958

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+3.2%+3.2%
3d111100%+3.0%+3.0%
1w111100%+0.6%+0.6%
1m111100%+2.2%+2.2%
3m111100%+0.1%+0.1%
6m111100%+7.7%+7.7%
1y000———

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

Thesis history

$PFEr/ValueInvestingDiscussionbullish
u/Dismal-Cancel4958 · 243d agono track record yet

[PFE] Pfizer at ~$26 is a textbook value play hiding in plain sight. Here's why the market is wrong.

Pfizer trades at a steep discount (8.8x forward P/E) versus peers despite solid fundamentals: a 6.5% dividend yield backed by 17 consecutive years of increases, the Seagen acquisition pivoting the company into high-growth oncology, cost-cutting initiatives protecting margins, and a rich 2026 pipeline of 20+ Phase 3 trials. The market has priced in worst-case scenarios around COVID revenue decline and patent cliffs while ignoring the restructuring and long-term value creation.

At post $25.73Now $28.83+12.1% since postedas of Nov 12, 4:31 PM ET
1d+3.2%
3d+3.0%
1w+0.6%
1m+2.2%
3m+0.1%
6m+7.7%
1y—
original post →

End of results.