US · 1 entry · 1 publication

ULTA

Ulta

Entries: 1
Bullish: 0
Bearish: 0
First: Aug 28, 2026
Latest: Aug 28, 2026

▲ 0 bullish ▼ 0 bearish · 1 no stance

No entry states a stance.

Jan 25 – Oct 26 · per month

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Alpha of every thesis on ULTA at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.

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Timeline

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August 2026 1 entry

Aug 28, 2026
Blogs · r/ValueInvesting · /u/Embarrassed_Mix7664
$ASO DD: The Same Setup as My +134% $CNC Call Last Year — Academy Sports + Outdoors at 6.5x Before Sept 9 Earnings (Full Retail Sector Breakdown: DKS, WMT, TGT, DG, DLTR, ANF, ULTA)
TL;DR: Last July I posted DD here on $CNC at $27.95 arguing a capitulation had mispriced a temporary problem as a permanent one. CNC is +134% since. Academy Sports + Outdoors ($ASO) is the same pattern in a different…
ASO CNC ULTA2,819 words
Since publication ULTA +20.8% α +21.3 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.

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Timeline

$ASO DD: The Same Setup as My +134% $CNC Call Last Year — Academy Sports + Outdoors at 6.5x Before Sept 9 Earnings (Full Retail Sector Breakdown: DKS, WMT, TGT, DG, DLTR, ANF, ULTA)