← Feed

u/danieljapps

5 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d22150%+10.1%+10.1%
3d22150%+11.6%+11.6%
1w22150%+17.2%+17.2%
1m22150%+12.3%+12.3%
3m000———
6m000———
1y000———

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

Thesis history

$MATr/wallstreetbetsNewsbullish
u/danieljapps · 33d ago4 prior · awaiting results

Mattel (MAT) CEO leaving, but actually very good news

Mattel's departing CEO moving to Paramount as co-CEO signals imminent green light for Barbie 2 and future Mattel IP media projects. With Paramount's Warner Bros. acquisition nearing completion and former leadership now in place at Paramount, Mattel's transformation into an IP-focused company should accelerate.

At post $12.66Now $15.73+24.2% since postedas of Nov 2, 2:00 PM ET
1d+18.8%
3d+20.6%
1w+29.3%
1m+21.8%
3m—
6m—
1y—
original post →
$CRWDr/wallstreetbetsDiscussionbearish
u/danieljapps · 35d ago4 prior · awaiting results

Shouldn't we buy CrowdStrike (CRWD) put options?

CrowdStrike trades at an unsustainably high forward P/E of ~180, making it extremely sensitive to rising interest rates. Modeled on 20-year duration, the stock is overvalued by 2x compared to late 2021 peaks and trades 3.5x peer median valuations; a reversion would trigger a significant drawdown.

At post $259.25Now $241.81-6.7% since postedas of Nov 2, 4:15 PM ET
1d+1.3%
3d+2.6%
1w+5.2%
1m+2.9%
3m—
6m—
1y—
original post →
$SPTr/ValueInvestingStock Analysisbullish
u/danieljapps · 412d ago4 prior · awaiting results

I gave you JAMF and U, here is my new play

Sprout Social is undervalued at $14 with a $25 price target within 6 months, driven by market leadership in social media management, CEO-led shift to larger enterprise customers, insider buying signals, analyst support, and valuation arbitrage relative to comparable companies.

At post $14.37live price unavailable
1d+2.1%
3d-0.9%
1w-2.7%
1m-26.9%
3m-23.2%
6m-60.3%
1y-24.7%
original post →
$Ur/ValueInvestingStock Analysisbullish
u/danieljapps · 412d ago4 prior · awaiting results

I gave you JAMF and U, here is my new play

Unity Software was identified as undervalued at $16 one year ago with a $32 price target; the stock has since rallied to $45, validating the thesis.

At post $45.57live price unavailable
1d-0.3%
3d+1.1%
1w-2.5%
1m-22.7%
3m-2.2%
6m-56.6%
1y-8.2%
original post →
$BILLr/ValueInvestingStock Analysisbullish
u/danieljapps · 412d ago4 prior · awaiting results

I gave you JAMF and U, here is my new play

BILL was undervalued at $40 and has risen to $52; the author expects further upside to $80, supported by Starboard Value's recent large stake purchase.

At post $51.94live price unavailable
1d+1.3%
3d+0.8%
1w+0.5%
1m-1.7%
3m+4.4%
6m-23.8%
1y-8.4%
original post →

End of results.