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u/mrmrmrj

3 theses · first seen Aug 11, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+2.8%+2.8%
3d111100%+5.4%+5.4%
1w111100%+8.8%+8.8%
1m000———
3m000———
6m000———
1y000———

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

Thesis history

$AAPr/ValueInvestingStock Analysisbullish
u/mrmrmrj · 4d ago2 prior · awaiting results

$AAP on the Watchlist now

Advanced Auto Parts is approaching an attractive entry point following structural improvements: the 2024 sale of its wholesale business to Carlyle dramatically improved gross margins, and the closure of 10%+ underperforming stores—primarily in competitive regions like California—positions the company for operational efficiency gains. Stagnant current revenue growth suggests valuation compression, but strategic positioning is improving.

original post →
$FISVr/ValueInvestingStock Analysisbearish
u/mrmrmrj · 4d ago2 prior · awaiting results

$FISV: One year since the last collapse and still no signs of fundamental improvement

Fiserv shows no signs of fundamental recovery a year after its collapse. Revenues are declining, gross profit margins have deteriorated significantly (down from $12.9B to $11.7B TTM), SG&A expenses are rising sharply despite revenue weakness suggesting management is scrambling to retain clients, and operating margins have collapsed. The business lacks pricing power and conviction from management.

At post $51.67Now $53.00+2.6% since postedas of Sep 4, 4:30 PM ET
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$COURr/ValueInvestingStock Analysisbullish
u/mrmrmrj · 18d ago2 prior · awaiting results

$COUR: I am a broken record on a broken stock

Coursera trades at $5.74 despite $3.50/share in net cash, leaving only $2.24 for a business generating $3.50/share in gross profit. Using conservative valuation methods—either a perpetual 10% discount rate model ($35/share) or a 5x gross profit multiple ($17.50/share)—the stock appears significantly undervalued, especially given zero debt and growing revenue.

At post $5.69Now $5.80+1.9% since postedas of Sep 4, 4:30 PM ET
1d+2.8%
3d+5.4%
1w+8.8%
1m—
3m—
6m—
1y—
original post →

End of results.