u/rob-choi-investing

2 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	2	2	2	100%	-1.5%	-1.5%
1w	2	2	1	50%	-2.2%	-2.2%
1m	2	2	1	50%	+2.3%	+2.3%
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

$CAGr/ValueInvestingStock Analysisbearish

u/rob-choi-investing · 33d ago1 prior · awaiting results

Conagra's operating cash flow went negative last quarter. I walked the 10-Q line by line to see how bad that is.

Conagra faces deteriorating cash generation with negative Q1 operating cash flow of $4.2M (vs. +$120.6M prior year) driven by working capital pressure and inventory build. Despite reaffirmed guidance, free cash flow is projected at $600-650M (down 30%+ year-over-year), leverage is rising to 4.0x, and the dividend was cut in half while the company still conducted share buybacks, signaling financial stress.

At post $13.36Now $14.41+7.9% since postedas of Nov 4, 9:15 AM ET

1d—

3d-1.3%

1w+1.0%

1m+9.1%

3m—

6m—

1y—

original post →

$CAGr/ValueInvestingStock Analysisbearish

u/rob-choi-investing · 47d ago1 prior · awaiting results

Conagra (CAG) after the $1.9B loss: is the dividend still covered?

Conagra's $1.9B write-down reflects real business deterioration, not just accounting. Free cash flow has fallen 40% over two years while the dividend (now $670M annually) consumes an unsustainable 68% of FY26 FCF, up from 41% in FY24. Without sustainable improvement, the dividend faces risk within the next 12-24 months.

At post $15.13Now $14.41-4.8% since postedas of Nov 4, 9:15 AM ET

1d—

3d-1.8%

1w-5.4%

1m-4.4%

3m—

6m—

1y—

original post →

End of results.