u/killua_jajanken

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d1100%-3.9%-3.9%
1w111100%+7.8%+7.8%
1m000
3m000
6m000
1y000

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

Thesis history

$DNUTr/ValueInvestingDiscussionbullish
u/killua_jajanken · 34d agono track record yet
Long DNUT

DNUT: edging closer to value with FCF and EBITDA multiples expected to decline materially. + hype potential through Pokémon

Dunkin' is trading closer to value as FCF and EBITDA multiples compress toward 3-4x P/FCF and sub-10x EV/FCF by FY2027. Strong management execution on debt reduction, margin improvement, and franchise sales growth, combined with Pokémon collaboration hype, offers upside.

At post $3.33Now $3.11-6.6% since postedas of Sep 16, 4:30 PM ET
1d
3d-3.9%
1w+7.8%
1m-3.6%
3m
6m
1y
original post →

End of results.