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u/InformationOk529

4 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d44125%-0.4%-0.4%
3d444100%+3.0%+3.0%
1w444100%+2.6%+2.8%
1m44375%+3.8%+4.9%
3m444100%+35.7%+34.9%
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NOWr/ValueInvestingDiscussionbullish
u/InformationOk529 · 127d ago3 prior · 100% at 3mo
“Already started building positions in a few of these”

Why the SaaS crash is a massive gift (The Peter Lynch Play)

SaaS giant trading at depressed valuation due to AI panic. Next two earnings will likely show fundamentals intact and growth continuing despite market fears. Tax-loss harvesting selling in Q4 presents a buying opportunity before eventual price recovery.

At post $95.94Now $154.78+61.3% since postedas of Oct 27, 4:45 PM ET
1d-2.2%
3d+2.5%
1w+3.5%
1m-4.2%
3m+43.5%
6m—
1y—
original post →
$CRMr/ValueInvestingDiscussionbullish
u/InformationOk529 · 127d ago3 prior · 100% at 3mo
“Already started building positions in a few of these”

Why the SaaS crash is a massive gift (The Peter Lynch Play)

SaaS giant trading at depressed valuation due to AI panic. Next two earnings will likely show fundamentals intact and growth continuing despite market fears. Tax-loss harvesting selling in Q4 presents a buying opportunity before eventual price recovery.

At post $153.15Now $240.89+57.3% since postedas of Oct 27, 4:45 PM ET
1d-0.4%
3d+3.2%
1w+2.1%
1m+2.3%
3m+54.4%
6m—
1y—
original post →
$ADBEr/ValueInvestingDiscussionbullish
u/InformationOk529 · 127d ago3 prior · 100% at 3mo
“Already started building positions in a few of these”

Why the SaaS crash is a massive gift (The Peter Lynch Play)

SaaS giant trading at depressed valuation due to AI panic. Next two earnings will likely show fundamentals intact and growth continuing despite market fears. Tax-loss harvesting selling in Q4 presents a buying opportunity before eventual price recovery.

At post $197.43Now $248.36+25.8% since postedas of Oct 27, 4:45 PM ET
1d-0.4%
3d+2.7%
1w+3.8%
1m+7.5%
3m+26.4%
6m—
1y—
original post →
$INTUr/ValueInvestingDiscussionbullish
u/InformationOk529 · 127d ago3 prior · 100% at 3mo
“Already started building positions in a few of these”

Why the SaaS crash is a massive gift (The Peter Lynch Play)

SaaS giant trading at depressed valuation due to AI panic. Next two earnings will likely show fundamentals intact and growth continuing despite market fears. Tax-loss harvesting selling in Q4 presents a buying opportunity before eventual price recovery.

At post $255.72Now $328.45+28.4% since postedas of Oct 27, 4:45 PM ET
1d+1.6%
3d+3.7%
1w+1.1%
1m+9.6%
3m+18.4%
6m—
1y—
original post →

End of results.