u/LectureForsaken6782

2 theses · first seen Sep 4, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-0.4%	-0.4%
3d	1	1	0	0%	-0.4%	-0.4%
1w	1	1	1	100%	+3.8%	+3.8%
1m	1	1	1	100%	+5.2%	+5.2%
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

$TMUSr/ValueInvestingDiscussionbullish

u/LectureForsaken6782 · 42d ago1 prior · awaiting results

Looking at $TMUS as a value pick - looks good to me, Schwab, Morningstar, CFRA, and Argus but I want opinions

T-Mobile is a high-quality telecom compounder trading at a modest premium (19x P/E vs. 8-11x for AT&T/Verizon) with superior fundamentals: double-digit EBITDA growth (~10% YoY), higher ROE (~19%), 9.0% FCF yield, normalized CapEx, and aggressive capital returns through dividends and buybacks. The market rationally prices TMUS above legacy telecom peers, reflecting stronger operational execution and cash conversion post-Sprint integration.

At post $172.35Now $177.16+2.8% since postedas of Sep 10, 4:31 PM ET

1d-0.4%

3d-0.4%

1w+3.8%

1m+5.2%

3m—

6m—

1y—

original post →

$DECKr/ValueInvestingStock Analysisbullish

u/LectureForsaken6782 · 45d ago1 prior · awaiting results

Looking at $DECK as a value play

Deckers is trading at a significant valuation discount (13x forward P/E vs. 23x historical average) despite strong fundamentals: Hoka is growing 16% annually and set to become the lead brand, Ugg maintains 8% growth with pricing power, and margins remain robust at 22% despite tariff headwinds. With a fortress balance sheet, $3.5B in authorized buybacks, and analyst price targets around $165 vs. current levels, the market's tariff-driven selloff has overshot.

At post $103.92Now $79.88-23.1% since postedas of Sep 10, 4:30 PM ET

original post →

End of results.