u/algorithmreaper

2 theses · first seen Sep 4, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	0	0%	-0.0%	-0.0%
3d	2	2	1	50%	-1.0%	-1.0%
1w	2	2	0	0%	+2.2%	+2.2%
1m	2	2	0	0%	-2.6%	-2.6%
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

$BROSr/ValueInvestingDiscussionbullish

u/algorithmreaper · 89d ago1 prior · awaiting results

$CAVA vs $BROS here ?

BROS is attractive at current prices because coffee consumption is more resilient than casual dining during economic downturns, offering better value for price-conscious consumers.

At post $64.95Now $42.86-34.0% since postedas of Oct 19, 4:30 PM ET

1d-1.5%

3d-1.5%

1w-0.5%

1m-23.2%

3m—

6m—

1y—

original post →

$CAVAr/ValueInvestingDiscussionbearish

u/algorithmreaper · 89d ago1 prior · awaiting results

$CAVA vs $BROS here ?

CAVA has been beaten down to $62 and faces headwinds from consumer pullback during economic tightening, despite having a loyal user base. The author is shifting preference toward BROS at current valuations.

At post $62.35Now $57.90-7.1% since postedas of Oct 19, 4:30 PM ET

1d+1.4%

3d-0.5%

1w+4.8%

1m+18.1%

3m—

6m—

1y—

original post →

End of results.