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u/Tedious-Butcher

2 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AAONr/ValueInvestingDiscussionbullish
u/Tedious-Butcher · 67d ago1 prior · awaiting results

Keep this in your watchlist - $AAON

AAON is a leading HVAC manufacturer with oversold valuation, growing EPS, strong balance sheet (current ratio 3.01, debt/eq 0.48), and secular tailwinds from rising temperatures and data center demand. Stock is expected to recover above $100.

At post $78.05Now $67.99-12.9% since postedas of Nov 2, 4:15 PM ET
1d-2.9%
3d-2.9%
1w-0.2%
1m+14.2%
3m—
6m—
1y—
original post →
$ZTSr/ValueInvestingDiscussionbullish
u/Tedious-Butcher · 69d ago1 prior · awaiting results

Calling BS that Zoetis is not $240-$400 share price.

Zoetis is significantly undervalued at $77 given strong revenue growth from $5.8B (2018) to $9.5B (2025), consistent YoY earnings growth, and margins above 25%. The company's diversified revenue streams across pet and livestock markets justify a substantially higher valuation of $240-$400 per share.

At post $77.29Now $81.61+5.6% since postedas of Nov 2, 10:45 AM ET
1d+0.3%
3d+0.1%
1w-0.1%
1m-9.1%
3m—
6m—
1y—
original post →

End of results.