| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 8 | 8 | 5 | 63% | +2.0% | +0.3% |
| 3d | 8 | 8 | 4 | 50% | +1.8% | -0.1% |
| 1w | 8 | 8 | 5 | 63% | +3.2% | +0.7% |
| 1m | 3 | 3 | 1 | 33% | -6.4% | -8.9% |
| 3m | 3 | 3 | 1 | 33% | -3.1% | -6.7% |
| 6m | 3 | 3 | 2 | 67% | +9.6% | +7.2% |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
PepsiCo was purchased at 52-week lows to add to a defensive portfolio, indicating a bullish stance on this stable, lower-volatility holding.
Netflix has declined and the author bought in below levels of prominent investor Bill Ackman, though expresses some uncertainty about content quality and value.
Booking Holdings is unlikely to be disrupted by agentic AI unless a major tech platform like Meta enters the online travel space. The author views this as a defensible business.
McDonald's has fallen, possibly due to rising treasury yields pushing investors toward guaranteed returns. The author is buying this defensive stock despite the sell-off.
FICO is trading near 52-week lows. While the author acknowledges moat erosion risks, the current price provides an attractive entry point for a closer examination of the business fundamentals.
Adobe is attractively priced after a beatdown and represents a compelling buying opportunity at current levels.
Accenture is a dominant consulting fixer in manufacturing and other industries, positioning it well despite current valuation weakness.
Microsoft is beaten down but its enterprise products are too deeply embedded in customer infrastructure to be replaced, making it a valuable long-term buy despite recent leadership concerns.
End of results.