u/12T456 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-2.8%	-2.8%
3d	1	1	0	0%	-2.5%	-2.5%
1w	1	1	0	0%	-0.7%	-0.7%
1m	1	1	1	100%	+3.1%	+3.1%
3m	1	1	0	0%	-7.7%	-7.7%
6m	1	1	0	0%	-39.3%	-39.3%
1y	1	1	0	0%	-62.4%	-62.4%

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-2.8%

-2.5%

-0.7%

100%

+3.1%

-7.7%

-39.3%

-62.4%

Thesis history

$FVRRr/ValueInvestingStock Analysisbullish

u/12T456 · 441d agono track record yet

“just swung on it”

I Found Another Home Run Stock

Fiverr is a depressed growth stock trading at an attractive forward PE of 8 despite 15% annual growth and 80%+ gross margins. The market is irrationally pricing in AI disruption, but the CEO sees AI accelerating growth; combined with a strong balance sheet, active buybacks, and a fall from $300 to $20, this presents a compelling recovery opportunity.

At post $23.62Now $8.65-63.4% since postedas of Nov 2, 4:45 PM ET

1d-2.8%

3d-2.5%

1w-0.7%

1m+3.1%

3m-7.7%

6m-39.3%

1y-62.4%

original post →

End of results.