u/LectureForsaken6782

4 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	3	3	0	0%	-0.7%	-0.4%
3d	4	4	1	25%	-1.8%	-1.6%
1w	4	4	2	50%	-0.4%	-0.4%
1m	4	4	3	75%	-1.5%	+2.8%
3m	4	4	1	25%	-13.3%	-15.3%
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 · 95d ago3 prior · 25% at 3mo

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 $147.29-14.5% since postedas of Oct 29, 4:01 PM ET

1d-0.4%

3d-0.4%

1w+3.8%

1m+5.2%

3m-14.1%

6m—

1y—

original post →

$DECKr/ValueInvestingStock Analysisbullish

u/LectureForsaken6782 · 97d ago3 prior · 25% at 3mo

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 $85.00-18.2% since postedas of Nov 2, 4:15 PM ET

1d-0.4%

3d-6.8%

1w-3.9%

1m-16.9%

3m-22.7%

6m—

1y—

original post →

$AXPr/ValueInvestingStock Analysisbullish

u/LectureForsaken6782 · 101d ago3 prior · 25% at 3mo

Long AXP

Long on AXP - good time to buy while its dipping after Q2 results

AXP is attracting high-value younger demographics (60% of new accounts are Gen Z/Millennials) with resilient credit quality despite short-term expense growth. Current dip presents a buying opportunity for long-term investors who view management's customer acquisition spending as building durable competitive moat.

At post $325.16Now $328.08+0.9% since postedas of Nov 2, 4:15 PM ET

1d—

3d+2.8%

1w+3.1%

1m+3.0%

3m+0.0%

6m—

1y—

original post →

$FSLRr/ValueInvestingStock Analysisbullish

u/LectureForsaken6782 · 103d ago3 prior · 25% at 3mo

Im interested in FSLR and think it may be a good value play for medium term to long term

FSLR is a solid value play trading at ~13x–14.5x P/E with strong fundamentals (26% ROE, $1.9B+ net cash, $2.45B TTM operating cash flow) and a moat from proprietary thin-film technology and tariff protection. Expected democratic administration will support renewable energy and utility-scale solar demand, while policy-dependent tax credits and multi-year contracted backlog provide medium-to-long-term upside at conservative market expectations.

At post $208.86Now $182.05-12.8% since postedas of Nov 2, 4:15 PM ET

1d-1.4%

3d-2.9%

1w-4.6%

1m+2.6%

3m-16.5%

6m—

1y—

original post →

End of results.