u/manhattan-ice

2 theses · first seen May 25, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-0.4%	-0.4%
3d	2	2	1	50%	-0.2%	-0.2%
1w	2	2	2	100%	+2.1%	+2.1%
1m	2	2	1	50%	-5.4%	-5.4%
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

$JMIADiscussionbullish

u/manhattan-ice · 57d ago1 prior · awaiting results

Jumia [NYSE: JMIA] → Discussion

Jumia is a turnaround story with significant long-term potential following a 2023 management overhaul. The company has pivoted from growth-at-all-costs to profitability, built consumer trust in untapped African eCommerce markets (600M TAM, 39% YoY growth), and faces no major competition due to unit economics that deter larger players.

At post $6.92Now $6.71-3.0% since postedas of Jul 13, 4:59 PM ET

1d-0.4%

3d+2.6%

1w+0.7%

1m+5.9%

3m—

6m—

1y—

original post →

$RKLBGainbullish

u/manhattan-ice · 58d ago1 prior · awaiting results

Long RKLB

RKLB Long Position and Discussion

Rocket Lab is a long-term fundamental holding with superior management (Peter Beck, Adam Spice) and a dominant position in small payload launches. Neutron's expansion into mid-size payloads combined with satellite manufacturing assets positions RKLB across the entire space economy value chain, and at current valuations appears underpriced relative to SpaceX's ~$1.75T valuation.

At post $131.16Now $76.73-41.5% since postedas of Jul 13, 4:59 PM ET

1d—

3d-2.9%

1w+3.5%

1m-16.7%

3m—

6m—

1y—

original post →

End of results.