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u/Efficient_Ad5893

2 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d2200%-1.1%-1.1%
3d2200%-1.9%-1.9%
1w2200%-3.2%-3.2%
1m22150%+8.5%+8.5%
3m000———
6m000———
1y000———

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

Thesis history

$PDDr/ValueInvestingStock Analysisbearish
u/Efficient_Ad5893 · 38d ago1 prior · awaiting results

Temu's entire business model was built around a tariff exemption. The US ended it. The EU is threatening to do the same.

Temu's (PDD's core growth engine) business model was entirely dependent on US and EU tariff exemptions that have now closed or are closing. Loss of de minimis shipping advantages combined with EU fines and mandatory shift to higher-cost local fulfillment models threatens core margins and the growth story that drove the stock's 43% three-year rally.

At post $78.08Now $79.04+1.2% since postedas of Oct 23, 4:45 PM ET
1d+0.9%
3d+1.1%
1w+2.9%
1m+5.6%
3m—
6m—
1y—
original post →
$ZSr/ValueInvestingStock Analysisbullish
u/Efficient_Ad5893 · 52d ago1 prior · awaiting results

Zscaler pioneered zero trust security. Now it trades at a third of its industry's valuation multiple after one cautious guidance call.

Zscaler pioneered zero trust security and maintains strong fundamentals with 25% revenue growth and expanding margins, but trades at 6.24x forward P/S versus industry 19.35x due to one cautious guidance call. The valuation discount for a category leader with $3.2B+ ARR and accelerating platform adoption suggests the market overreacted.

At post $178.37Now $251.29+40.9% since postedas of Oct 23, 1:45 PM ET
1d-3.2%
3d-4.8%
1w-9.2%
1m+11.4%
3m—
6m—
1y—
original post →

End of results.