u/Past_Ad1386

2 theses · first seen Jun 8, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+1.8%	+1.8%
3d	1	1	1	100%	+1.7%	+1.7%
1w	1	1	1	100%	+3.7%	+3.7%
1m	1	1	1	100%	+6.5%	+6.5%
3m	1	1	1	100%	+57.8%	+57.8%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$SPGIr/ValueInvestingStock Analysisbullish

u/Past_Ad1386 · 16h ago1 prior · 100% at 3mo

S&P Global Considering Spinning Out Cap IQ - Why?

S&P Global is spinning out lower-margin, goodwill-heavy divisions (Mobility Global, Capital IQ) to improve parent company margins (targeting ~70% op margins), boost calculated ROIC through goodwill removal, and enable strategic focus on monopolistic Indices and Ratings businesses. This financial engineering and margin improvement should drive SPGI multiple expansion into the high 20s.

At post $429.31Now $429.310.0% since postedas of Sep 8, 4:30 PM ET

original post →

$HZOr/wallstreetbetsDDbullish

u/Past_Ad1386 · 93d ago1 prior · 100% at 3mo

MarineMax (HZO): Arb Opportunity

MarineMax is a special situations/arbitrage opportunity. A Donerail Group $35 take-private offer was rejected, but the board has voted to sell and engaged Wells-Fargo for a strategic review. A sum-of-the-parts valuation (particularly valuing marina assets acquired from IGY at ~$50/share) suggests significant upside from current levels on a full sale.

At post $33.06Now $52.17+57.8% since postedas of Sep 8, 4:30 PM ET

1d+1.8%

3d+1.7%

1w+3.7%

1m+6.5%

3m+57.8%

6m—

1y—

original post →

End of results.