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u/vassant-blake

2 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+0.1%+0.1%
3d222100%+1.6%+1.6%
1w22150%+3.1%+3.1%
1m111100%+24.4%+24.4%
3m000———
6m000———
1y000———

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

Thesis history

$ROLr/ValueInvestingStock Analysisbullish
u/vassant-blake · 30d ago1 prior · awaiting results

Rollins, Inc. in a -50% Drawdown. Is this Quality Compounder a Buy?

Rollins is a high-quality, recession-resistant pest control compounder trading near a 50% drawdown, presenting an attractive long-term entry opportunity. The business benefits from recurring revenue, strong pricing power, route density efficiency, and a fragmented industry enabling bolt-on M&A accretion, though family ownership transitions and past capital allocation missteps present execution risks.

At post $32.35Now $32.08-0.8% since postedas of Oct 13, 12:31 PM ET
1d—
3d+0.4%
1w-7.2%
1m—
3m—
6m—
1y—
original post →
$CPRTr/ValueInvestingStock Analysisbullish
u/vassant-blake · 90d ago1 prior · awaiting results

Copart: The High-Quality Compounder Going Through a Temporary Hiccup.

Copart is a high-quality compounder with durable competitive advantages (network effects, owned land, regulatory barriers, insurance relationships) and strong fundamentals (29% ROIC, 15% revenue growth, 22% FCF per share CAGR, no debt, $4.2B cash). Trading at a ~60% drawdown with management actively buying back stock, the company is positioned to deliver double-digit returns as it recovers and expands into international markets and higher-margin BluCar segment.

At post $27.17Now $27.51+1.3% since postedas of Oct 19, 4:30 PM ET
1d+0.1%
3d+2.8%
1w+13.4%
1m+24.4%
3m—
6m—
1y—
original post →

End of results.