| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Eos Energy has compelling growth (351% revenue increase, $807M backlog, $300M FY26 guidance) but is currently unprofitable with -71% gross margins. The author is watching rather than investing, waiting to see if the company can successfully execute its plan to improve margins before committing capital.
Roadzen shows impressive operating results with management targeting $100M+ revenue run-rate by FY27, while the entire company is valued at only $126M market cap. A pending EU MGA acquisition could add $18-20M revenue, potentially creating a 2-4x opportunity despite an ugly balance sheet with negative shareholder equity.
Rezolve AI is set to report H1 2026 revenue of $127M (vs. $6.3M in H1 2025) with reiterated $360M FY2026 guidance, representing 3.3x management's prior guidance and validating strong execution. Google's selection of its distributed database for Google Cloud's Web3 infrastructure adds credibility, though massive share dilution (up 64% YoY) is a headwind.
End of results.