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u/snapjohn

3 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$UBERr/ValueInvestingDiscussionbearish
u/snapjohn · 98d ago2 prior · awaiting results

UBER IS A VALUE TRAP JUST LIKE PAYPAL AND ADOBE

Uber appears to be a value trap with superficial cheap metrics that mask underlying business concerns. The market has already doubted its growth story similar to PayPal and Adobe, and despite Ackman's involvement and profitability improvements, the stock risks sustained weakness until the company proves it can sustain growth and defend margins.

At post $70.06Now $72.63+3.7% since postedas of Sep 14, 4:01 PM ET
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$GOOGLr/ValueInvestingDiscussionbullish
u/snapjohn · 107d ago2 prior · awaiting results

GOOGLE IS FIGHTING EVERY FINAL BOSS AT ONCE… AND IT STILL FEELS CHEAP

Google maintains a defensible moat across multiple competitive fronts (AI, cloud, search, autonomous vehicles, consumer hardware) and generates enormous cash across its portfolio of products (YouTube, Maps, Gmail, Android, Cloud, Waymo). At $4.6T valuation, the stock does not appear expensive relative to the scale and resilience of its business model.

At post $375.90Now $349.39-7.0% since postedas of Sep 14, 4:00 PM ET
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$MSFTr/ValueInvestingDiscussionbearish
u/snapjohn · 124d ago2 prior · awaiting results

everything is at all time highs except microsoft… is msft about to sinkhole?

Microsoft is underperforming relative to other Mag 7 stocks and the broader market despite significant AI spending. If enterprise AI adoption disappoints or Copilot growth fails to justify the massive capex burn, the stock could break down significantly as the market demands proof that AI investments generate real profits.

At post $404.33Now $505.41+25.0% since postedas of Sep 14, 4:01 PM ET
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End of results.