| 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.
Adobe is an attractive value pick at current depressed price levels, with the author highly motivated to accumulate despite broader SaaS selloff.
Accenture is a beaten down value opportunity with strong market positioning as the go-to solutions provider in manufacturing and enterprise sectors, commanding premium pricing.
MSFT is beaten down but has strong enterprise entrenchment that makes it hard to displace, despite recent leadership missteps in gaming. The company's deeply integrated products across enterprise ensure sticky demand.
End of results.