u/No_Anybody_2793 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+2.8%	+2.8%
3d	1	1	1	100%	+3.6%	+3.6%
1w	1	1	1	100%	+8.2%	+8.2%
1m	1	1	0	0%	-6.0%	-6.0%
3m	1	1	1	100%	+4.8%	+4.8%
6m	1	1	1	100%	+41.0%	+41.0%
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

+2.8%

100%

+3.6%

100%

+8.2%

-6.0%

100%

+4.8%

100%

+41.0%

—

Thesis history

$Sr/ValueInvestingDiscussionbullish

u/No_Anybody_2793 · 285d agono track record yet

“Opened position in Sentinelone”

$Sentinelone$

SentinelOne's revenue has grown 211% since 2021 despite a 55% stock price decline; the company carries no debt and maintains strong liquidity, suggesting the valuation disconnect may be driven by stock-based compensation concerns rather than fundamental business deterioration.

At post $13.80Now $25.72+86.3% since postedas of Oct 29, 4:01 PM ET

1d+2.8%

3d+3.6%

1w+8.2%

1m-6.0%

3m+4.8%

6m+41.0%

1y—

original post →

End of results.