u/coffeeestocks

4 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

$GLDr/ValueInvestingDiscussionbullish
u/coffeeestocks · 222d ago3 prior · awaiting results

I don't think i've ever seen a market near aTH with so much opportunity

Gold miners remain undervalued; with Q3 earnings reported at $3,300 per ounce and low downside risk, the risk/reward is attractive.

Now $394.12as of Sep 15, 4:00 PM ET
original post →
$INTUr/ValueInvestingDiscussionbullish
u/coffeeestocks · 222d ago3 prior · awaiting results

I don't think i've ever seen a market near aTH with so much opportunity

Intuit presents an interesting opportunity after the recent SaaS sector correction, with upside potential from current valuations.

Now $329.27as of Sep 15, 4:00 PM ET
original post →
$NOWr/ValueInvestingDiscussionbullish
u/coffeeestocks · 222d ago3 prior · awaiting results

I don't think i've ever seen a market near aTH with so much opportunity

ServiceNow is becoming increasingly attractive following the SaaS sell-off, with reasonable upside from current levels.

Now $141.86as of Sep 15, 4:01 PM ET
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$NVDAr/ValueInvestingDiscussionbullish
u/coffeeestocks · 222d ago3 prior · awaiting results

I don't think i've ever seen a market near aTH with so much opportunity

Magnitude 7 stocks (excluding Tesla) are undervalued at market near all-time highs, presenting 15%+ upside opportunities over the next year.

At post $171.48Now $212.17+23.7% since postedas of Sep 15, 4:01 PM ET
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End of results.