u/kemplerguy

1 thesis · first seen Jun 24, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d111100%+0.4%+0.4%
1w111100%+4.2%+4.2%
1m000
3m000
6m000
1y000

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

Thesis history

$WENDDbullish
u/kemplerguy · 28d agono track record yet
added my position as well

DD on Wendy, credit Derek quick, added my position as well

Wendy's is experiencing record trading volume with 33% short float and institutional accumulation amid tight float conditions (125% locked up). Macro headwinds (cattle inventory, beef prices) that pressured valuations are reversing, and activist investors (Peltz, Watsa) are positioned for accumulation or strategic moves, creating catalysts for a sustained multi-month rally.

At post $8.26Now $6.99-15.3% since postedas of Jul 24, 4:59 PM ET
1d
3d+0.4%
1w+4.2%
1m
3m
6m
1y
original post →

End of results.