u/Academic_Wasabi_1182 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+0.5%	+0.5%
3d	1	1	0	0%	-16.5%	-16.5%
1w	1	1	1	100%	+7.4%	+7.4%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

+0.5%

-16.5%

100%

+7.4%

—

Thesis history

$INVDDbullish

u/Academic_Wasabi_1182 · 15d agono track record yet

$INV: The $550M Under-the-Radar Company Behind AI’s Second Infrastructure Bottleneck

Innventure's subsidiary Accelsius leads the emerging dual-phase cooling market, addressing AI infrastructure's heat bottleneck. The company is growing 7x YoY with a $50M backlog, expected to reach $100M ARR by EOY, and is backed by industry leaders Legrand and Johnson Controls, trading at only 5x current year ARR.

At post $6.38Now $5.51-13.6% since postedas of Jun 10, 4:59 PM ET

1d+0.5%

3d-16.5%

1w+7.4%

1m—

3m—

6m—

1y—

original post →

End of results.