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u/brossardois

2 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$TDr/ValueInvestingDiscussionbearish
u/brossardois · 59d ago1 prior · awaiting results
Short TD

Sold all RY and TD

Author's dividend discount model projects annual returns below 6.5%, making the stock unattractive at current valuations. Position sold in favor of index exposure and other opportunities.

At post $120.53Now $122.33+1.5% since postedas of Sep 18, 4:31 PM ET
1d+0.6%
3d-0.6%
1w-0.1%
1m-3.1%
3m—
6m—
1y—
original post →
$RYr/ValueInvestingDiscussionbearish
u/brossardois · 59d ago1 prior · awaiting results
Short RY

Sold all RY and TD

Author's dividend discount model projects annual returns below 6.5%, making the stock unattractive at current valuations. Position sold in favor of index exposure and other opportunities.

At post $209.62Now $203.30-3.0% since postedas of Sep 18, 4:30 PM ET
1d+0.3%
3d-0.8%
1w+1.3%
1m-2.1%
3m—
6m—
1y—
original post →

End of results.