- Entry
- $4.37
- Now
- $4.40 +0.7%
- Target
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- Score
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A few weeks ago I posted my TOYO thesis here and asked what I was missing: [Original post](https://www.reddit.com/r/ValueInvesting/comments/1vwdn9h/toyo_what_am_i_missing/) Full disclosure: since writing the original post, I’ve started accumulating a fairly large position in TOYO. So I’m no longer looking at this as a neutral observer and I obviously have skin in the game. I’m still trying to stress-test the thesis rather than talk myself into it, which is why I’m posting the follow-up here. The comments sent me down a …
— ORIGINAL POST ·
TOYO follow-up: I went back through the filings after the comments. Here’s what I found.
· r/ValueInvesting
· Sep 11, 2026