u/firenznguyen

1 thesis · first seen May 28, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+9.2%+9.2%
3d111100%+9.2%+9.2%
1w111100%+4.4%+4.4%
1m111100%+9.0%+9.0%
3m000
6m000
1y000

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

Thesis history

$VRRMYOLObullish
u/firenznguyen · 58d agono track record yet
Long 10000 shares of VRRM

YOLO $VRRM: Market Overreaction Creates a Massive Dip Buying Opportunity

VRRM is oversold due to Avis cancellation fears despite retaining a profitable core business generating $750M-$800M+ revenue and $250M-$300M+ EBITDA even post-Avis. The market is pricing in complete collapse while the company's recurring traffic enforcement, tolling contracts, and infrastructure assets remain valuable and hard to replicate.

At post $4.13Now $4.05-1.9% since postedas of Jul 24, 4:59 PM ET
1d+9.2%
3d+9.2%
1w+4.4%
1m+9.0%
3m
6m
1y
original post →

End of results.