u/EnvironmentalFeed246

2 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+3.1%	+3.1%
3d	1	1	1	100%	+7.9%	+7.9%
1w	1	1	1	100%	+14.5%	+14.5%
1m	1	1	1	100%	+30.1%	+30.1%
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

$NFLXr/ValueInvestingStock Analysisbullish

u/EnvironmentalFeed246 · 3d ago1 prior · awaiting results

“Not yet in position; would be looking to accumulate under 60”

I like Netflix: Entering into value territory

Netflix trades at a reasonable 20x earnings despite growing operating income at 20%+ annually. Engagement growth is weak but execution-driven, not fundamental; churn remains low at 2% monthly. At current valuations the stock offers value, especially if earnings growth continues at 15%+, implying a 18-19x forward PE.

At post $65.04Now $65.85+1.3% since postedas of Oct 23, 4:45 PM ET

1d+3.1%

3d—

1w—

1m—

3m—

6m—

1y—

original post →

$GMEr/ValueInvestingDiscussionbullish

u/EnvironmentalFeed246 · 46d ago1 prior · awaiting results

GME : Both a MEME stock and a value stock?!

GME trades below book value despite substantial cash, bitcoin, and eBay holdings. Core retail business alone is valued at $1.5B minimum, implying a >20% discount. The company is profitable and the discount appears unjustified, especially as bitcoin and eBay holdings offer additional upside.

At post $18.89Now $24.82+31.4% since postedas of Oct 23, 4:45 PM ET

1d—

3d+7.9%

1w+14.5%

1m+30.1%

3m—

6m—

1y—

original post →

End of results.