u/wkgui

2 theses · first seen Aug 24, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+0.1%	+0.1%
3d	2	2	1	50%	-1.9%	-1.9%
1w	2	2	1	50%	-0.7%	-0.7%
1m	0	0	0	—	—	—
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

$GEVr/ValueInvestingStock Analysisbullish

u/wkgui · 14d ago1 prior · awaiting results

Long GEV

I own GEV because they already sold the turbines

GEV has significant installed base momentum with slot book growing from 100 GW to 116 GW last quarter and customers repeat-buying complementary transformers. The installed turbines create switching costs that protect revenue; wind segment losses appear to normalize post-2024, offering upside as revenue grows and margins expand.

At post $953.09Now $971.31+1.9% since postedas of Sep 8, 4:30 PM ET

1d+0.1%

3d-4.3%

1w-3.3%

1m—

3m—

6m—

1y—

original post →

$SPGIr/ValueInvestingStock Analysisbullish

u/wkgui · 16d ago1 prior · awaiting results

SPGI fell ~5% on a miss that was the Mobility spin

SPGI's post-Mobility guidance cut was misinterpreted as business weakness when it actually reflects only the spinoff. The remaining core business (Ratings, Indices, Market Intelligence) grew strongly: Ratings & Indices +13–20% at ~70% margins. The market is conflating spinoff math with operational decline, creating a valuation opportunity if investors recognize the high-margin moat businesses remain intact.

At post $434.44Now $429.31-1.2% since postedas of Sep 8, 4:30 PM ET

1d—

3d+0.5%

1w+1.9%

1m—

3m—

6m—

1y—

original post →

End of results.