u/offmychestties

Reddit r/wallstreetbets
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+63.0%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +63.0% Long Return +63.0% Short Return -
Average Return
7d +20.9%
30d +16.8%
90d +10.4%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 03
$26.85
+63.0%
Undervalued restaurant with real estate floor and multiple catalysts
Author argues CBRL is undervalued at a ~$600M market cap because it owns 358 properties worth $950M-$1.15B, providing a real estate floor around $22-26/share. He expects re-rating catalysts such as exhaustion of Biglari block sales, potential CEO replacement, sale-leaseback monetization, or stabilizing traffic by Q2-Q4 FY2026. Base case sum-of-parts value is $41/share with bull case $70-85. Main stated risks include continued traffic declines, management credibility, retail segment deterioration, and demographic decline if younger customers aren't attracted.
Restaurants
Showing 1 of 1 calls · sorted by mentions

u/offmychestties has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: CBRL.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology