u/2d12-RogueGames — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	1	1	1	100%	-0.6%	-0.6%
1w	1	1	1	100%	-3.5%	-3.5%
1m	1	1	1	100%	-3.2%	-3.2%
3m	1	1	1	100%	-11.8%	-11.8%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

—

100%

-0.6%

100%

-3.5%

100%

-3.2%

100%

-11.8%

—

Thesis history

$NFLXr/wallstreetbetsNewsbearish

u/2d12-RogueGames · 110d agono track record yet

“slowly selling off Netflix holdings”

Netflix's top shows have been losing 30-70% of their audience between seasons 1 and 2. Executives are trying to figure out why.

Netflix's top shows are losing 30-70% of their audience between seasons, indicating content quality issues and subscriber retention problems. The author is selling holdings due to deteriorating fundamentals masked by Warner Brothers merger talks.

At post $76.02Now $65.85-13.4% since postedas of Oct 23, 4:45 PM ET

1d—

3d-0.6%

1w-3.5%

1m-3.2%

3m-11.8%

6m—

1y—

original post →

End of results.