KO

Long · beats the market Open

6 months horizon · Consumer Defensive · submitted Apr 24, 2026, 12:38 PM PT

Jordan Okafor@jokafor

Excess return so far vs S&P 500

Open since Apr 27, 2026.

Closes at the close on Oct 27, 2026.

The thesis

1.Margins are expanding faster than the street expects
2.Free cash flow supports a bigger buyback

What would prove me wrong: Guidance gets cut at the next earnings call

Exact returns, prices, and the full scoring breakdown are visible to the student (and, once recruiter access opens, to verified recruiters). Every call is still locked, timestamped, and scored the same way. How scoring works

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