Substack · Lorenzo2cents · Lorenzo Bastianelli
ODDITY Going Physical: Own Stores Beat Meta Dependency
$ODD Q2 2026 ER Update
Since publication ODD +27.3% α +27.4 pp vs S&P 500 · USD
US · 3 entries · 2 publications
ODD
Oddity Tech Ltd
- Entries
- 3
- Bullish
- 0
- Bearish
- 1
- First
- Sep 13, 2025
- Latest
- Sep 27, 2026
More bearish than bullish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on ODD at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- September 2026 1 entry
- June 2026 1 entry
Substack · Lorenzo2cents · Lorenzo Bastianelli
Oddity: Out of Control
$ODD Q1 2026 ER Update
Since publication +125.7% α +122.0 pp vs S&P 500 · USD
- September 2025 1 entry
X · X @BastianelliLore · Lorenzo2cents
$ODD is one of the most asymmetric investments right now. Profitable, with predictable revenue growth, beating guidance
$ODD is one of the most asymmetric investments right now. Profitable, with predictable revenue growth, beating guidance quarter after quarter. An easy 2X in the short term. The only reason why FinX has not jumped on it…
Since publication +64.8% α +80.9 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.