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u/Guilhelin

2 theses · first seen Jul 30, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+0.8%+0.8%
3d111100%+0.8%+0.8%
1w111100%+5.5%+5.5%
1m111100%+22.8%+22.8%
3m1100%-10.8%-10.8%
6m000———
1y000———

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

Thesis history

$COURr/wallstreetbetsDDbullish
u/Guilhelin · 27d ago1 prior · 0% at 3mo
Long COUR
Long COUR $6C exp Nov 20

$COUR: 11M Forced Seller Hit 0.0%, 66% Cash Backstop, and Wall Street Has the Wrong Share Count Ahead of Q3

Coursera is a deep value play trading near $5.20 with $3.43/share in cash (66% of market cap), zero debt, and an enterprise value of only 0.34x sales. A major institutional seller (Baillie Gifford) liquidated 11M shares by quarter-end, removing overhead supply, while an activist firm acquired 10.9% and management runs a $500M buyback program. Q3 earnings will mechanically beat consensus due to share count compression from buybacks, with 15-20% upside potential to $6.00.

At post $5.27Now $3.90-26.0% since postedas of Nov 4, 4:45 PM ET
1d-2.1%
3d-2.1%
1w-3.4%
1m—
3m—
6m—
1y—
original post →
$COURr/wallstreetbetsYOLObullish
u/Guilhelin · 98d ago1 prior · 0% at 3mo
“All or nothing bet on Coursera stock”

Never thought I too would post crazy losses, so over this.

Author believes Coursera stock is severely oversold and is positioning for a rebound similar to what occurred in April. The position is a high-risk, all-or-nothing bet to recover recent losses within 3 weeks.

At post $5.27Now $3.90-26.0% since postedas of Nov 4, 4:45 PM ET
1d+0.8%
3d+0.8%
1w+5.5%
1m+22.8%
3m-10.8%
6m—
1y—
original post →

End of results.