Home
Published calls, with the work attached
Investors who show their work.
Join with an inviteSign inRead every published call here. Thesis Street is invite-only: join to follow writers, discuss theses and publish your own.
Published calls, with the work attached
Read every published call here. Thesis Street is invite-only: join to follow writers, discuss theses and publish your own.
Adjusted EPS jumped 61% and the 2026 outlook went up for the third time. But revenue and membership shrank, a reserve release roughly matched the beat, and the recovery looks priced in. We are neutral until 2027 guidance arrives.