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u/SelfMastery__

4 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d22150%-0.7%-0.7%
3d2200%-3.6%-3.6%
1w22150%-0.6%-0.6%
1m222100%+14.1%+14.1%
3m22150%-2.7%-2.7%
6m000———
1y000———

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

Thesis history

$RDDTr/ValueInvestingDiscussionbullish
u/SelfMastery__ · 140d ago3 prior · 50% at 3mo

RDDT is an absolute beast of a company with real catalysts soon to come

Reddit possesses exceptional software-like unit economics (91.5% gross margin, 47% FCF margin) with explosive growth (69% revenue YoY, 7x EPS growth) and minimal capex. AI licensing deals with Google and OpenAI leveraging Reddit's unique human-generated data, combined with resolution of litigation, create catalysts for significant repricing in coming months.

At post $181.88Now $129.87-28.6% since postedas of Oct 29, 4:01 PM ET
1d-3.6%
3d-3.8%
1w-6.3%
1m+8.9%
3m-13.3%
6m—
1y—
original post →
$RDDTr/ValueInvestingDiscussionbullish
u/SelfMastery__ · 166d ago3 prior · 50% at 3mo

Buying the RDDT Dip post earnings ?

Reddit is one of the most profitable high-growth companies with undeniably amazing earnings results, yet the stock has dropped 10% in two weeks post-earnings, presenting an attractive buying opportunity at current depressed levels.

At post $146.72Now $129.87-11.5% since postedas of Oct 29, 4:01 PM ET
1d+2.3%
3d-3.4%
1w+5.1%
1m+19.2%
3m+7.9%
6m—
1y—
original post →
$NVOr/ValueInvestingDiscussionbearish
u/SelfMastery__ · 382d ago3 prior · 50% at 3mo
“bags of NVO”

Trump says the prices of GLP-1s will come down “pretty fast”

Novo Nordisk faces significant downside risk from Trump's push to lower GLP-1 drug prices. The poster's comment about 'bags getting heavier' expresses frustration with the declining share price and deteriorating sentiment around the company's near-term prospects.

At post $53.42Now $40.68-23.9% since postedas of Nov 2, 2:00 PM ET
1d-3.1%
3d-3.1%
1w-5.1%
1m-14.0%
3m+5.0%
6m-27.3%
1y-27.3%
original post →
$LLYr/ValueInvestingDiscussionbearish
u/SelfMastery__ · 382d ago3 prior · 50% at 3mo

Trump says the prices of GLP-1s will come down “pretty fast”

Trump's announcement that his administration will negotiate lower GLP-1 prices threatens Eli Lilly's profitability and margin structure. The immediate post-market decline reflects market concern about pricing pressure on the company's blockbuster weight loss drug franchise.

At post $814.24Now $1,407.33+72.8% since postedas of Nov 2, 2:16 PM ET
1d-2.0%
3d-2.0%
1w+0.2%
1m+25.3%
3m+31.2%
6m+12.9%
1y+54.4%
original post →

End of results.