u/ShowMeTheIncentives

2 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-0.9%	-0.9%
3d	1	1	0	0%	0.0%	0.0%
1w	1	1	1	100%	+2.7%	+2.7%
1m	1	1	0	0%	-1.8%	-1.8%
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

$AIRr/ValueInvestingStock Analysisbullish

u/ShowMeTheIncentives · 14h ago1 prior · awaiting results

AAR Corp. ($AIR)

AAR Corp is positioned to benefit from temporary aerospace headwinds reversing and structural tailwinds (aging fleet, travel growth, supply constraints) materializing over two years. Management's substantial stock grant with $175-$250 price hurdles signals conviction, and the MROH acquisition positions the company in high-margin MRO services despite near-term margin pressure from debt.

At post $95.25Now $95.250.0% since postedas of Oct 23, 4:45 PM ET

original post →

$DDLr/ValueInvestingValue Articlebullish

u/ShowMeTheIncentives · 39d ago1 prior · awaiting results

Dingdong (Cayman) Ltd $DDL

Dingdong is selling its China business to Meituan for $717m plus $280m available from the China subsidiary, totaling ~$997m in cash against a $505m market cap. Management has committed to returning 90% of proceeds to shareholders, implying significant upside after taxes and transaction costs.

At post $2.22Now $1.96-11.7% since postedas of Oct 23, 4:45 PM ET

1d-0.9%

3d0.0%

1w+2.7%

1m-1.8%

3m—

6m—

1y—

original post →

End of results.