u/MispricedAssets

2 theses · first seen May 21, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	0	0%	-6.3%	-6.3%
3d	2	2	0	0%	-9.9%	-9.9%
1w	2	2	0	0%	-12.4%	-12.4%
1m	2	2	2	100%	+14.1%	+14.1%
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

$GRPNYOLObullish

u/MispricedAssets · 49d ago1 prior · awaiting results

“Still GRPN my Groupon”

Groupon AI is NOT dead

GRPN is oversold despite strong fundamentals: ~80M FCF, sub-8x 2026 FCF multiple, 40% buyback program, and hidden balance sheet value. Market sentiment is irrationally negative and priced for zero, creating an asymmetric upside opportunity with an AI pivot as a potential catalyst.

At post $15.93Now $16.09+1.0% since postedas of Jun 10, 4:59 PM ET

1d-8.2%

3d-7.9%

1w-10.6%

1m+18.8%

3m—

6m—

1y—

original post →

$GRPNDDbullish

u/MispricedAssets · 50d ago1 prior · awaiting results

Long GRPN

$GRPN — The Bear Case Comes in Four Flavors. None of Them Taste Right.

Groupon is undervalued despite persistent bear narratives. North American billings are growing sustainably (+9-20% YoY), the company has a $245M buyback program relative to a sub-$500M market cap, the CEO bought $11.3M in shares, and the company holds a $179M stake in SumUp that will unlock value at IPO. Popular short theses rely on weak arithmetic and ignore fundamental catalysts.

At post $16.66Now $16.09-3.4% since postedas of Jun 10, 4:59 PM ET

1d-4.4%

3d-11.9%

1w-14.2%

1m+9.4%

3m—

6m—

1y—

original post →

End of results.