u/Scary-Oven8260

2 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	-1.4%	-1.4%
3d	2	2	2	100%	+0.2%	+0.2%
1w	2	2	0	0%	+0.7%	+0.7%
1m	2	2	0	0%	+4.9%	+4.9%
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

$UBERr/ValueInvestingDiscussionbullish

u/Scary-Oven8260 · 43d ago1 prior · awaiting results

People are being too bearish on Uber

Autonomous vehicles pose less existential threat to Uber than popular analogies suggest. Rideshare is a low-margin commodity service where Uber's network, scale, and distribution moat protect it; new AV entrants will likely partner with or license through Uber rather than build competing apps, and regulatory/utilization constraints ensure Uber remains a critical player in the AV-enabled mobility market.

At post $71.67Now $66.96-6.6% since postedas of Oct 23, 2:46 PM ET

1d—

3d+1.3%

1w-1.6%

1m-0.2%

3m—

6m—

1y—

original post →

$METAr/ValueInvestingDiscussionbearish

u/Scary-Oven8260 · 44d ago1 prior · awaiting results

Meta is so cheap, but it is wasting hundreds of billions dollar on non core business

Meta is wasting hundreds of billions on personal AI that will not succeed in the near term, similar to past failed products. When this reality becomes clear and management doubles down on failed strategy, the share price will decline from current levels.

At post $653.17Now $642.62-1.6% since postedas of Oct 23, 4:45 PM ET

1d-1.4%

3d-0.9%

1w+3.0%

1m+10.0%

3m—

6m—

1y—

original post →

End of results.