u/AceStrikeer

1 thesis · first seen Aug 24, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.8%-0.8%
3d111100%+8.1%+8.1%
1w111100%+15.6%+15.6%
1m111100%+9.9%+9.9%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NOWr/ValueInvestingStock Analysisbullish
u/AceStrikeer · 61d agono track record yet

NOW: Double digit growth with strong MOAT at a discount.

NOW has double-digit revenue growth (+21% YoY), strong free cash flow generation (+35% YoY), and a defensible moat via land-and-expand business model with high switching costs. Trading at historically low valuations across PS, PB, and price-to-cashflow multiples, the stock offers upside as market recognizes the quality of the IT Service Management market leader.

At post $128.05Now $158.96+24.1% since postedas of Oct 23, 4:45 PM ET
1d-0.8%
3d+8.1%
1w+15.6%
1m+9.9%
3m—
6m—
1y—
original post →

End of results.