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u/Significant-Pair-275

4 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d4400%-4.8%-4.6%
3d4400%-4.8%-4.6%
1w44375%+9.2%+2.8%
1m44125%-8.2%-10.5%
3m44125%-25.0%-20.8%
6m44125%-22.3%-24.7%
1y000———

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

Thesis history

$CAASr/ValueInvestingStock Analysisbullish
u/Significant-Pair-275 · 296d ago3 prior · 25% at 3mo

Deep dive follow-up on the 5,527-stock screen: 4 names worth a closer look

China Automotive Systems trades at $4.48 with $12.60 book value and $167M cash (higher than its $135M market cap). North American sales grew 77.3%, showing rapid diversification away from China risk that the market underestimates due to the China Discount stigma.

At post $4.52Now $4.30-4.9% since postedas of Oct 30, 4:45 PM ET
1d-1.8%
3d-1.8%
1w+3.3%
1m-0.7%
3m-6.0%
6m-1.3%
1y—
original post →
$GTECr/ValueInvestingStock Analysisbullish
u/Significant-Pair-275 · 296d ago3 prior · 25% at 3mo

Deep dive follow-up on the 5,527-stock screen: 4 names worth a closer look

Greenland Technologies is a micro-cap with profitable forklift drivetrain operations (Q3 2025 revenue +24.3% YoY) trading at distressed levels with 1.5x EV/EBITDA and 0.18x book value. The market views it as speculative, but filings show real earnings and assets being valued at ~18 cents on the dollar.

At post $1.06Now $0.65-38.7% since postedas of Oct 30, 4:45 PM ET
1d-6.9%
3d-6.9%
1w+39.6%
1m-20.4%
3m-35.7%
6m-48.1%
1y—
original post →
$ODDr/ValueInvestingStock Analysisbullish
u/Significant-Pair-275 · 296d ago3 prior · 25% at 3mo

Deep dive follow-up on the 5,527-stock screen: 4 names worth a closer look

Oddity Tech's AI-driven beauty and wellness platform trades at 13x EV/EBITDA with 70%+ gross margins and 20%+ growth, a steep discount to traditional beauty peers. The upcoming METHODIQ launch and strong fundamentals are underappreciated after the stock fell from ~$70 to ~$39.

At post $38.51Now $21.67-43.7% since postedas of Oct 30, 4:45 PM ET
1d-8.0%
3d-8.0%
1w-8.2%
1m-21.9%
3m-61.4%
6m-54.5%
1y—
original post →
$CALMr/ValueInvestingStock Analysisbullish
u/Significant-Pair-275 · 296d ago3 prior · 25% at 3mo

Deep dive follow-up on the 5,527-stock screen: 4 names worth a closer look

Cal-Maine Foods has shifted 42.8% of sales to specialty eggs and prepared foods, supporting gross margins at 30.7% despite lower commodity prices. The stock trades at ~10x mid-cycle earnings ($8 normalized) despite market fears around DOJ lawsuits, offering value with $500M net cash as a market leader.

At post $74.47Now $63.56-14.7% since postedas of Oct 30, 4:45 PM ET
1d-2.3%
3d-2.3%
1w+2.2%
1m+10.3%
3m+3.0%
6m+14.7%
1y—
original post →

End of results.