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u/Last-Cat-7894

3 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+3.4%+3.4%
3d1100%-2.5%-2.5%
1w111100%+2.6%+2.6%
1m111100%+2.2%+2.2%
3m000———
6m000———
1y000———

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

Thesis history

$RDDTr/ValueInvestingDiscussionbullish
u/Last-Cat-7894 · 44d ago2 prior · awaiting results
Long RDDT

Too much emphasis is being placed on the the RDDT data licensing deals while the core ads business has so much room to run

While data licensing deals attract attention, Reddit's true long-term value driver is its core advertising business, which has substantial room to expand through international growth, increased user engagement, logged-out to logged-in user conversion, and improved ad conversion rates. The author holds a significant long position and views data licensing as a limited fixed-income annuity, not the primary catalyst for shareholder returns.

At post $154.71Now $159.63+3.2% since postedas of Sep 15, 4:31 PM ET
1d+3.4%
3d-2.5%
1w+2.6%
1m+2.2%
3m—
6m—
1y—
original post →
$ADBEr/ValueInvestingDiscussionbullish
u/Last-Cat-7894 · 96d ago2 prior · awaiting results
“I own shares and remain pretty bullish”

Adobe is now flirting with single digit SBC adjusted FCF multiples

Adobe trades at attractive 10x GAAP earnings on solid fundamentals—13% revenue growth, stable margins, and 10% true FCF yield. Despite near-term CFO departure concerns and competition fears, underlying numbers show minimal disruption with strong cash generation and room for levered buybacks.

At post $218.80Now $257.76+17.8% since postedas of Sep 15, 4:30 PM ET
1d-6.8%
3d-6.8%
1w-10.8%
1m+2.2%
3m+16.5%
6m—
1y—
original post →
$MELIr/ValueInvestingStock Analysisbullish
u/Last-Cat-7894 · 256d ago2 prior · awaiting results

MercadoLibre (MELI) is my #1 conviction right now.

MercadoLibre is the only company with 27+ consecutive quarters of >30% revenue growth, now trading at 30x EV/EBIT—a valuation comparable to Walmart despite superior growth. The diversified business (ecommerce, fintech payments, credit, ads) has significant margin expansion runway and a durable competitive moat in Latin America, with attractive risk-reward at current levels.

Now $1,828.94as of Sep 15, 4:30 PM ET
original post →

End of results.