u/indonesian_activist

3 theses · first seen May 25, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+6.4%	+6.4%
3d	0	0	0	—	—	—
1w	0	0	0	—	—	—
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$WENDDbullish

u/indonesian_activist · 1h ago2 prior · awaiting results

Long WEN $8.5C exp Jul 2

$WEN International is a Goldmine 🍔 Boots-on-the-Ground DD in Jakarta. PT Revised to $23 🚀🚀(repost with pos)

International unit economics show massive margin expansion potential: burgers sell for 26% less in Indonesia but labor costs 84% less. Factoring international OPEX advantages into DCF model justifies price target increase from $11 to $23, driven by significant margin expansion from international operations.

Now $8.17just now

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$WENDDbullish

u/indonesian_activist · 5h ago2 prior · awaiting results

Long WEN $8.5C exp Jul 2

$WEN International is a Goldmine 🍔 Boots-on-the-Ground DD in Jakarta. PT Revised to $23 🚀🚀

International margin expansion, particularly in lower-labor-cost markets like Indonesia, will drive significant operating leverage. The author argues that despite 26% lower revenue per unit internationally, 84% labor cost savings justify a revised price target of $23, up from $11.

Now $8.17just now

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$WENDDbullish

u/indonesian_activist · 4d ago2 prior · awaiting results

$WEN DCF at just 1% rev growth = $8.3 base. The pump only erased the discount, not the upside. Bull case >$11

DCF analysis shows $8.3 fair value at just 1% revenue growth, with a bull case targeting above $11. Recent price recovery only eliminated the discount, leaving significant upside potential.

At post $7.33Now $8.17+11.4% since postedjust now

1d+6.4%

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End of results.