u/Correct_Activity_469 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-1.0%	-1.0%
3d	1	1	0	0%	-1.7%	-1.7%
1w	1	1	1	100%	+3.0%	+3.0%
1m	1	1	1	100%	+16.9%	+16.9%
3m	1	1	1	100%	+50.3%	+50.3%
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-1.0%

-1.7%

100%

+3.0%

100%

+16.9%

100%

+50.3%

—

Thesis history

$ZETAr/wallstreetbetsDDbullish

u/Correct_Activity_469 · 127d agono track record yet

Did I Discover The Biggest Opportunity In The Market?

Zeta Global possesses the most valuable first-party consumer data outside of Google, Meta, and Amazon, combined with strong partnerships (Palantir, OpenAI), 120% net retention rate, and 600% ROI for clients. Despite these competitive advantages, the company is significantly undervalued at $6B market cap and presents a ground-floor opportunity similar to early-stage mega-cap tech.

At post $21.87Now $31.03+41.9% since postedas of Nov 9, 9:01 AM ET

1d-1.0%

3d-1.7%

1w+3.0%

1m+16.9%

3m+50.3%

6m—

1y—

original post →

End of results.