u/Exact-Advantage-3190

3 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	2	2	0	0%	-3.2%	-3.2%
1w	3	3	0	0%	-5.5%	-5.3%
1m	3	3	1	33%	-7.9%	-9.6%
3m	3	3	1	33%	+2.6%	-5.2%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$ASTSr/ValueInvestingStock Analysisbullish

u/Exact-Advantage-3190 · 127d ago2 prior · 33% at 3mo

ASTS is down ~40% since May and has gone down again today after a successful launch. Is anyone buying at these prices?

ASTS has declined ~40% from May highs despite successful BlueBirds deployment validating its technology and scaling roadmap. The pullback appears driven by macro headwinds and valuation anxiety rather than operational failure, presenting a buying opportunity for long-term investors at depressed prices.

At post $73.19Now $39.79-45.6% since postedas of Oct 23, 4:45 PM ET

1d—

3d—

1w-2.4%

1m-21.0%

3m-14.3%

6m—

1y—

original post →

$NOWr/ValueInvestingStock Analysisbullish

u/Exact-Advantage-3190 · 132d ago2 prior · 33% at 3mo

Everyone on this sub was complaining they didn't buy $NOW when it was at $137 a week ago. It is now back to the prices where the market is giving another chance. Are you buying at $102?

ServiceNow is positioned as a top SaaS play for monetizing Agentic AI with strong insider buying at current prices (~$102). The company's trillion-dollar market opportunity and management's conviction suggest the stock offers attractive entry value after its recent pullback from $137.

At post $104.15Now $158.96+52.6% since postedas of Oct 23, 4:45 PM ET

1d—

3d-2.7%

1w-8.7%

1m+6.8%

3m+27.2%

6m—

1y—

original post →

$NFLXr/ValueInvestingStock Analysisbullish

u/Exact-Advantage-3190 · 132d ago2 prior · 33% at 3mo

Netflix is a strong company that has continuing high revenue and has a very loyal customer base. It has fallen 40%, is it now a buy?

Netflix remains a strong company with high revenue and a loyal customer base. The recent 40% stock decline appears overvalued given the company's fundamentals and historical P/E multiples, making it an attractive buying opportunity.

At post $81.67Now $65.85-19.4% since postedas of Oct 23, 4:45 PM ET

1d—

3d-3.6%

1w-5.3%

1m-9.6%

3m-5.2%

6m—

1y—

original post →

End of results.