u/burner456987123

2 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d2200%-6.3%-6.3%
1w22150%-3.9%-3.9%
1m22150%-5.4%-5.4%
3m1100%-11.1%-11.1%
6m000———
1y000———

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

Thesis history

$BJr/ValueInvestingStock Analysisbullish
u/burner456987123 · 78d ago1 prior · 0% at 3mo
“thinking of going in for 100 shares prior to Friday”

Anyone own BJ’s wholesale?

BJ's trades at a significantly lower PE (21) than Costco (48) while expanding into high-growth Texas markets with a superior product variety and shopping experience, suggesting upside potential as the company broadens its geographic footprint.

At post $94.43Now $110.67+17.2% since postedas of Nov 2, 4:15 PM ET
1d—
3d-2.8%
1w+2.1%
1m+0.7%
3m—
6m—
1y—
original post →
$VSTr/ValueInvestingStock Analysisbullish
u/burner456987123 · 92d ago1 prior · 0% at 3mo
Long VST

Vistra (VST) Dividend Move Puts Its Undervalued Narrative Back In Focus

Despite a higher PE than peers, VST is undervalued given its new dividend, strong future cash flow projections, and growth prospects. The author sees upcoming earnings as a potential catalyst and is long the stock.

At post $155.69Now $140.06-10.0% since postedas of Nov 2, 10:45 AM ET
1d—
3d-9.8%
1w-9.8%
1m-11.5%
3m-11.1%
6m—
1y—
original post →

End of results.