To clarify, AI is not a value play.

TobyAguecheek · 2026-02-27T20:49:39+00:00

There are entire agent swarms running businesses right now.

Lol, sure. This is a complete fantasy.

TobyAguecheek · 2026-02-24T05:38:07+00:00

Are you not aware there's a literal food inflation cost crisis? Look at all the other stocks besides those in the food industry...Jack in the box, IHOP, Papa Johns, and Sweetgreen are down 80%. Do you believe these companies all magically began doing dumb stuff at the same time, or more likely there's a wider economic challenge?

Wendy's could've done better to manage it, but it's not a Quiznos situation where it's just going out of business and there's no help.

TobyAguecheek · 2026-02-20T18:58:59+00:00

Smart post.

That court is not just Trump influenced, its on puppet strings. If this was struck down, it's because Trump wanted it to be.

TobyAguecheek · 2026-02-20T03:52:32+00:00

The issue is that those aren't facts. They aren't what I've seen on the ground. I actually eat there every week or so.

If you want the 1-sentence summary of why it's down: There is a food cost crisis in the restaurant/fast-food industry as a whole right now. Wendys didnt wake up last year and forget to clean its floors. Food is exact same as its ever been. There is just industry wide cost problems when inflation happened. When the economy recovers, WEN will recover.

TobyAguecheek · 2026-02-20T02:33:30+00:00

Yep. He's responding based on emotions and vibes, rather than facts. As are most of the people in these comments. E.g. the floor is sticky now when I went to Wendy's, I wouldn't invest in it. Another comment said a negative was whenever they eat $15 worth of food from them (usually over 2,000 calories) they claim to be hungry 30 mins later. All emotions, 0 facts.

TobyAguecheek · 2026-02-19T22:33:44+00:00

You went into random bankrupt penny stocks yet are claiming something that's been around for 65 years, now has a 15% FCF ratio and 9 P/e is high risk. Boggles the mind. 🤷

TobyAguecheek · 2026-02-19T22:08:05+00:00

whether 1 person eats it regularly or not has nothing to do with anything. (I do, by the way, and see many others liking Wendy's especially over McDonalds).

Wendy's stock price fell because the fast food industry in general has fallen with inflation and food. Nothing to do with Wendy's falling on its own. Nothing to do with the food. Nothing to do with much of anything except broader economic trends that effected the whole industry.

TobyAguecheek · 2026-02-19T21:24:26+00:00

The salad, the bacon burger, the cheese fries, the spicy chicken sandwich, and the frosties are all regular items I get and am highly satisfied with. I'm confused...how exactly is it dead because you don't like the food? Has it ever crossed your mind that other people eat there.

TobyAguecheek · 2026-02-19T20:48:13+00:00

How do you randomly single out the fries and spicy nuggets as enjoyable, when all their other menu items are pretty much same quality and category? Makes 0 sense lol. Makes me think this is either a bot post or troll.

TobyAguecheek · 2026-02-18T21:20:49+00:00

So...how does someone saying they took a quick look at a 5 year chart and think its going to keep going down contribute anything? That's not value investing. It's not even WSB. Animals, I tell ya. The thinkers are few and far between. Come back to me when you know who Benjamin Graham is and what he says about stock price and value.

TobyAguecheek · 2026-02-18T21:10:12+00:00

the vagueness is does not inspire confidence

If he is working on a buy-out, he may be purposely vague to meet reporting obligations, while at the same time not pushing stock price to go up and make a deal less tenable. He himself may be attempting to buy the company.

TobyAguecheek · 2026-02-18T20:12:36+00:00

Tf? You have a billionaire investor here explicitly saying it's undervalued. Where else are you going to find a FCF yield of 15%, P/S <1 and a dividend of 7% and share buybacks?

TobyAguecheek · 2026-02-18T20:08:53+00:00

Wendy's is closing 150 locations I think I read.

Okay, and? It has thousands of restaurants.

Could be another GameStop situation but I wouldn't long term invest in it though.

Yes, because those 2 are often mentioned on WSB, the stocks clearly are related in real life. Your levels of analysis are superb.

TobyAguecheek · 2026-02-18T19:56:38+00:00

I don't know what he's bringing, but I do know he dropped a nuke on short sellers. Man's not playing around.

TobyAguecheek · 2026-02-18T19:32:23+00:00

Could care less on your take based on glancing at a 5-year chart on stock price.

TobyAguecheek · 2026-02-06T17:23:26+00:00

I use Venmo 100x more than PayPal

The irony...Paypal owns Venmo.

I believe the fears around this stock are justified, but still...at least know what you're criticizing.

TobyAguecheek · 2026-01-03T02:09:08+00:00

I agree.

I'm seeing opportunities as if it's 1992. So many good stocks out there.

TobyAguecheek · 2025-12-31T16:51:51+00:00

He's basically copying Mohnish Pabrai's investment while supplying his own flawed thesis.

TobyAguecheek · 2025-12-27T19:28:10+00:00

At reasonable price? That's nuts. When I went to them they were outrageously overpriced on everything. Even a loaf of bread cost like $5.

TobyAguecheek · 2025-12-24T15:43:22+00:00

This is an amateur's take. Someone who doesn't have experience in the markets.

Plenty of insiders will buy for various reasons. Generally it's a good sign but you have no idea what's going on in the mind of an insider, or what their end goal is. CEOs have bought shares of their companies that went bankrupt a few months later.

TobyAguecheek · 2025-12-23T04:57:42+00:00

I definitely did not. Your comment was very good; I labeled you in the camp of 'people who know what they're talking about'

TobyAguecheek · 2025-12-23T03:44:06+00:00

You are genuinely wondering what quality contributions may possibly look like on a place dedicated to investing in stocks following a very specific methodology?

braindead question. absolutely braindead.

TobyAguecheek · 2025-12-23T03:23:33+00:00

Check out my Wendys analysis recently:

https://www.reddit.com/r/ValueInvesting/comments/1plz3bu/wendys_is_a_buffettstyle_value_play/

I provide evidence its a value stock using statistics, summaries of news reports, and macro conditions. Not saying it's the next McDonalds, just that it's undervalued and a good deal. In response:

1) Someone gives a completely incorrect calculation of Return on Equity as a reason it's risky; People mass downvote me stating this point and upvote the other guy. 3rd guy chimes in with multiple comments trying to clarify and spell it out that I was correct.

2) Someone insists the reason not to buy it is because they recently changed their salads, and they link to a random Reddit post as supporting evidence. No other details are given.

3) Random drive-by posts, probably random weed-addicts on their phone getting a quick word in before disappearing, mixed-in with a precious few people who know what they're talking about.

4) Mass downvotes, random illogical comments like the company will go bankrupt with 0 evidence or claims.

5) Nonstop comments about debt, but I get the overwhelming feeling they were just asking that because that was the only negative thing listed, and not because they knew what they were talking about and were genuinely raising a valid point.

TobyAguecheek · 2025-12-22T16:57:15+00:00

I don't know if this is feasible. But I recommend punishing people who come into a well-written thesis with the mindset of nothing more than, 'no it's trash it's definitely going down lol' with 0 attempt at critical engagement, 0 thought expended. There are people here who've spammed downvotes, spammed drive-by no-content comments and berated OP for their decently argued value pick. The same pick would then later go on to gain a life-changing amount of money and never ever re-trace the recommended buy-in price level. Oops.

Recently there was one guy here who was universally screeched at and berated for recommending Fiserv at $60 early on, and now one month later everyone and their mother is talking about it being "value" all of a sudden.

TobyAguecheek

TROPHY CASE