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u/Possible_Crow606

3 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d22150%-0.1%-0.1%
3d33267%+1.9%+1.1%
1w33267%+2.2%+2.5%
1m2200%-2.1%-2.1%
3m2200%-10.6%-10.6%
6m22150%-12.5%-12.5%
1y22150%+21.5%+21.5%

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

Thesis history

$RELYr/ValueInvestingStock Analysisbullish
u/Possible_Crow606 · 9d ago2 prior · 0% at 3mo

Remitly is a durable, growing business at 6x '28 earnings

Remitly dominates its core corridors through superior speed and network effects, enabling 10%+ annual send volume growth. Trading at 6-7x 2028 earnings with a clear path to 25% operating margins, the valuation significantly undervalues a durable, competitive business with high barriers to entry.

At post $22.32Now $22.79+2.1% since postedas of Nov 12, 4:31 PM ET
1d—
3d+7.4%
1w+2.5%
1m—
3m—
6m—
1y—
original post →
$PYPLr/ValueInvestingStock Analysisbullish
u/Possible_Crow606 · 453d ago2 prior · 0% at 3mo

One of the most selective investors ever is buying Crocs and PayPal

PayPal is undervalued with a 10% buyback yield and healthy growth in its Braintree payments processor business, offsetting near-term pressure on its core Branded Checkout product from digital wallet competition. A highly selective investor has initiated a new position.

At post $68.76Now $58.30-15.2% since postedas of Nov 12, 4:31 PM ET
1d-0.7%
3d-2.8%
1w-0.1%
1m-1.3%
3m-9.7%
6m-41.9%
1y-12.3%
original post →
$CROXr/ValueInvestingStock Analysisbullish
u/Possible_Crow606 · 453d ago2 prior · 0% at 3mo

One of the most selective investors ever is buying Crocs and PayPal

Crocs trades at only 8x free cash flow and has room to grow, making it attractively valued despite near-term headwinds from tariff concerns and recent guidance pullback. A selective institutional investor has initiated a new position.

At post $82.88Now $163.72+97.5% since postedas of Nov 13, 4:45 PM ET
1d+0.6%
3d+1.1%
1w+4.1%
1m-2.8%
3m-11.5%
6m+16.9%
1y+55.2%
original post →

End of results.