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u/No-Sea-5276

4 theses · first seen Nov 3, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d211100%+7.0%+7.0%
3d211100%+6.1%+6.1%
1w111100%+22.4%+22.4%
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3m000———
6m000———
1y000———

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

Thesis history

$HIMSr/ValueInvestingStock Analysisneutral
u/No-Sea-5276 · 4h ago3 prior · awaiting results

$HIMS Q3 26 earnings - Bad numbers (but there is hope) !

Q3 2026 earnings missed on revenue, EPS, and EBITDA with a material gross margin compression (57% vs 74% prior year). However, strong international expansion (+312% YoY) and strategic board additions (Dr. Andrew Huberman) suggest potential for recovery; the company maintains its FY2030 targets of $6.5B revenue and $1.3B adjusted EBITDA, though near-term guidance was reduced.

Now $20.637m ago
original post →
$ZETAr/ValueInvestingStock Analysisbullish
u/No-Sea-5276 · 32h ago3 prior · awaiting results

$ZETA Q3 26 earnings - 21st consecutive BEAT & RAISE

ZETA delivered its 21st consecutive beat and raise with Q3 revenue beating estimates by $18.7M (+46% YoY) and reporting its first positive GAAP EPS of $0.14. The company raised full-year guidance across all metrics (revenue, adj. EBITDA, FCF, and GAAP EPS), while demonstrating strong unit economics with 18% YoY growth in super-scaled customers and 22% ARPU expansion.

Now $31.03as of Nov 9, 9:01 AM ET
original post →
$MELIr/ValueInvestingStock Analysisneutral
u/No-Sea-5276 · 7d ago3 prior · awaiting results

$MELI Q3 earnings - Strong customers and transactions growths - -7.5% AH

Mercado Libre delivered strong revenue, user growth, and payment volume in Q3, but missed EPS expectations ($8.83 vs $9.36), causing a -7.5% AH decline. The author acknowledges the earnings quality but flags the EPS shortfall as a critical miss requiring explanation.

At post $1,739.88Now $1,539.54-11.5% since postedas of Nov 9, 11:30 AM ET
1d-12.0%
3d-13.2%
1w—
1m—
3m—
6m—
1y—
original post →
$DUOLr/ValueInvestingStock Analysisbullish
u/No-Sea-5276 · 8d ago3 prior · awaiting results

$DUOL Q3 earnings - DAUs and MAUs improving !

Duolingo reported Q3 earnings with DAUs and MAUs beating estimates and accelerating growth (DAU growth at 29% YoY vs 23% in Q2). Raised Q4 revenue guidance above consensus, and is on track to hit its 100M DAU goal by Q2 2028, demonstrating strong user acquisition momentum and business execution.

At post $128.00Now $164.25+28.3% since posted7m ago
1d+26.0%
3d+25.3%
1w+22.4%
1m—
3m—
6m—
1y—
original post →

End of results.