u/investingtruth

2 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	1	1	100%	-0.2%	-0.2%
3d	2	1	0	0%	+1.8%	+1.8%
1w	2	1	0	0%	-0.8%	-0.8%
1m	2	1	1	100%	-9.3%	-9.3%
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

$MUr/ValueInvestingDiscussionneutral

u/investingtruth · 47d ago1 prior · awaiting results

$MU could beat earnings and still fall. Here's Why:

Micron may beat earnings but decline if guidance disappoints or fails to address margin/growth sustainability concerns. The stock reaction will hinge on management commentary about pricing, future demand, and cycle longevity rather than quarterly results alone.

At post $1,064.91Now $733.09-31.2% since postedas of Nov 9, 11:30 AM ET

1d+0.0%

3d+0.9%

1w-1.8%

1m-12.3%

3m—

6m—

1y—

original post →

$NKEr/ValueInvestingDiscussionbearish

u/investingtruth · 80d ago1 prior · awaiting results

Nike is a good example of what happens when short term efficiency becomes the entire business strategy

Nike's management prioritized short-term efficiency (DTC push, wholesale pullback, cost cuts, buybacks) over innovation and margin-of-error, leaving the company unable to adapt as consumers shifted to competitors like Hoka and On. While the brand retains value, rebuilding wholesale relationships, innovation culture, and youth appeal will take years; the stock may not have bottomed.

At post $38.18Now $37.76-1.1% since postedas of Nov 12, 4:31 PM ET

1d-0.4%

3d+2.6%

1w+0.1%

1m-6.4%

3m—

6m—

1y—

original post →

End of results.