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u/PurpleFanto

3 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d33267%-0.3%-0.1%
3d33267%-1.1%-1.3%
1w333100%-2.3%-3.1%
1m33267%-13.2%-13.3%
3m33267%-10.5%-16.6%
6m33267%-11.4%-16.8%
1y000———

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

Thesis history

$METAr/ValueInvestingDiscussionbearish
u/PurpleFanto · 289d ago2 prior · 67% at 3mo

Adobe, Paypal, and Meta are not buys and i'm tired of peoples posts about them

Meta's low P/E is misleading because it obscures aggressive off-balance-sheet financing (20% stake in Hyperion data center via Blue Owl partnership) and contingent lease obligations that hide true capex and risk exposure. Combined with a history of poor ROI moonshot projects, the stock appears cheaper than it actually is.

At post $613.94Now $614.99+0.2% since postedas of Oct 30, 4:45 PM ET
1d+0.9%
3d+0.8%
1w-0.4%
1m+3.9%
3m+7.7%
6m+6.9%
1y—
original post →
$PYPLr/ValueInvestingDiscussionbearish
u/PurpleFanto · 289d ago2 prior · 67% at 3mo

Adobe, Paypal, and Meta are not buys and i'm tired of peoples posts about them

PayPal is a value trap trapped in a saturated payments market with legacy technology and inferior user experience compared to modern competitors. Low P/E ratios mask deteriorating competitive position as rivals take market share.

At post $57.16Now $56.95-0.4% since postedas of Oct 29, 4:01 PM ET
1d-1.6%
3d-1.3%
1w-3.1%
1m-30.1%
3m-16.6%
6m-16.8%
1y—
original post →
$ADBEr/ValueInvestingDiscussionbearish
u/PurpleFanto · 289d ago2 prior · 67% at 3mo

Adobe, Paypal, and Meta are not buys and i'm tired of peoples posts about them

Adobe faces structural headwinds as AI tools and free alternatives (Canva, Gemini) cannibalize its subscription base. While professionals will continue using Adobe Suite, the market correctly prices in permanent growth slowdown with limited upside beyond the pro segment.

At post $304.44Now $250.23-17.8% since postedas of Oct 30, 4:45 PM ET
1d-0.1%
3d-2.7%
1w-3.4%
1m-13.3%
3m-22.6%
6m-24.3%
1y—
original post →

End of results.