$GRPN

4 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

+65.6%

Win rate (3m)

100% (2 resolved)

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

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

Recent theses

Prices as of Jul 24, 4:59 PM ET

$GRPNDDbullish

u/MispricedAssets · 18d ago2 prior · 100% at 3mo

Long GRPN

GRPN: this company is not dead -- surprising to some. Theres massive torque to the fundamentals; DD below.

Groupon trades at 7.7x 2026 EBITDA with a hidden SumUp asset worth 30% of market cap and a massive short float. The thesis hinges on frequency inflection (from 2.4x to 3.5x+ turns annually via AI-native platform rebuild) generating ~$100M EBITDA per turn, combined with aggressive buybacks into a 20M-share float where 70%+ is short, driving the stock from $25 to $85+ in the base case and $190+ in the bull case.

At post $26.85Now $25.81-3.9% since postedas of Jul 24, 4:59 PM ET

1d-4.9%

3d-3.0%

1w-4.7%

1m—

3m—

6m—

1y—

original post →

$GRPNYOLObullish

u/yoloallinbro · 75d ago1 prior · awaiting results

$GRPN CALLS

High short interest (55%) combined with aggressive share buybacks (7% of float since March) creates potential for short squeeze and price appreciation similar to recent CAR momentum.

At post $16.87Now $25.81+53.0% since postedas of Jul 24, 4:59 PM ET

1d+3.3%

3d+1.7%

1w+0.4%

1m-4.6%

3m—

6m—

1y—

original post →

$GRPNYOLObullish

u/MispricedAssets · 94d ago2 prior · 100% at 3mo

“Still GRPN my Groupon”

Groupon AI is NOT dead

GRPN is oversold despite strong fundamentals: ~80M FCF, sub-8x 2026 FCF multiple, 40% buyback program, and hidden balance sheet value. Market sentiment is irrationally negative and priced for zero, creating an asymmetric upside opportunity with an AI pivot as a potential catalyst.

At post $15.93Now $25.81+62.0% since postedas of Jul 24, 4:59 PM ET

1d-8.2%

3d-7.9%

1w-10.6%

1m+18.8%

3m+63.5%

6m—

1y—

original post →

$GRPNDDbullish

u/MispricedAssets · 95d ago2 prior · 100% at 3mo

Long GRPN

$GRPN — The Bear Case Comes in Four Flavors. None of Them Taste Right.

Groupon is undervalued despite persistent bear narratives. North American billings are growing sustainably (+9-20% YoY), the company has a $245M buyback program relative to a sub-$500M market cap, the CEO bought $11.3M in shares, and the company holds a $179M stake in SumUp that will unlock value at IPO. Popular short theses rely on weak arithmetic and ignore fundamental catalysts.

At post $16.66Now $25.81+54.9% since postedas of Jul 24, 4:59 PM ET

1d-4.4%

3d-11.9%

1w-14.2%

1m+9.4%

3m+67.8%

6m—

1y—

original post →

End of results.