u/Cold_Screen7717 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-4.0%	-4.0%
3d	1	1	0	0%	-2.9%	-2.9%
1w	1	1	0	0%	-4.1%	-4.1%
1m	1	1	1	100%	+0.1%	+0.1%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-4.0%

-2.9%

-4.1%

100%

+0.1%

—

Thesis history

$PNRr/ValueInvestingStock Analysisbullish

u/Cold_Screen7717 · 40d agono track record yet

Four Water Stocks to Watch as AI Data Centers Drive a New Infrastructure Boom

Pentair faces near-term Pool destocking headwinds but has a compelling 2027 setup: inventory normalization, easier comps, Taco acquisition accretion, and data-center cooling exposure. Management sees accretive contribution from Taco by 2027, and the stock trades at a valuation discount to peers and historical levels.

At post $55.25Now $70.73+28.0% since postedas of Nov 2, 2:00 PM ET

1d-4.0%

3d-2.9%

1w-4.1%

1m+0.1%

3m—

6m—

1y—

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End of results.