$FWRG

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (1m)

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Win rate (1m)

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1d 3d 1w 1m 3m 6m 1y

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

Recent theses

$FWRGr/wallstreetbetsDDbullish

u/gregw134 · 5d ago1 prior · awaiting results

Long FWRG

$500k on First Watch ($FWRG)

First Watch is a high-quality, fast-growing breakfast chain trading at a depressed 10x earnings multiple despite superior unit economics (triple profit margins vs IHOP/Denny's), strong brand momentum, and a multi-decade expansion runway from 650 to 2,200 stores. The market undervalues it due to accounting confusion around depreciation and lease accounting.

original post →

$FWRGr/ValueInvestingStock Analysisbullish

u/gregw134 · 5d ago1 prior · awaiting results

First Watch ($FWRG), why Cracker Barrel Changed its Logo

First Watch is expanding its high-quality breakfast concept nationally with strong unit economics (18-20% margins) and 10-12% annual growth. The stock appears mispriced with true earnings multiples closer to 10x despite surface-level 40x PE, offering 25% annual upside potential over the next decade if restaurant economics hold.

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End of results.