u/No_Anybody_2793

1 thesis · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$Sr/ValueInvestingDiscussionbullish
u/No_Anybody_2793 · 237d agono track record yet
Long S

$Sentinelone$

SentinelOne has grown revenue 211% since 2021 while the stock declined 55% over the same period. The company is debt-free with good liquidity, suggesting a valuation disconnect that may present a buying opportunity despite stock-based compensation headwinds.

At post $13.80Now $23.48+70.1% since postedas of Sep 15, 4:31 PM ET
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End of results.