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Thesis Ledgers
This page contains all my Thesis Ledgers.
 • Lucas | Summit Stocks
Greggs ($GRG): Still Extremely Undervalued
I first wrote about Greggs in August 2025, when the stock was down 50% in a year.
 • Lucas | Summit Stocks
Upgrading Our DCF Models (and the Thinking Behind Them)
A discounted cash flow (DCF) model has a mixed reputation in the investing community.
 • Lucas | Summit Stocks
Revisiting Vail Resorts ($MTN) Stock
Two quarters have passed since my original investment thesis. How is Vail Resorts doing and is it a buy today?
 • Lucas | Summit Stocks
What a Year of Writing Publicly Taught Me About Investing
2025 marks my first full year on Substack. Over the past year, I’ve published more than 100 articles, every single week.
 • Lucas | Summit Stocks
Copart: A Buy After a 40% Drawdown
Copart ($CPRT): Investment Thesis
 • Lucas | Summit Stocks
Amazon's Robotics Push Is Here. The Question Is Whether It's Priced In.
In 2025, Amazon crossed the milestone of using more than 1 million robots across its fulfillment and logistics network.
 • Lucas | Summit Stocks
Adobe's Best Year Ever, Still at a Discount
Adobe ($ADBE): Q4 results and updated valuation
 • Lucas | Summit Stocks
AI Isn't Killing Salesforce—It's Making It Stronger
Salesforce ($CRM): Q3 results and updated valuation
 • Lucas | Summit Stocks
Summit Stocks
Summit Stocks
Self-taught investor sharing what I learn along the way + in-depth stock research, portfolio updates, and our own stock research tool.
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