u/Nobe90 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+7.5%	+7.5%
3d	1	1	1	100%	+11.0%	+11.0%
1w	1	1	1	100%	+6.4%	+6.4%
1m	1	1	0	0%	-12.1%	-12.1%
3m	1	1	0	0%	-10.4%	-10.4%
6m	1	1	0	0%	-24.9%	-24.9%
1y	1	1	0	0%	-66.7%	-66.7%

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

+7.5%

100%

+11.0%

100%

+6.4%

-12.1%

-10.4%

-24.9%

-66.7%

Thesis history

$GPROr/ValueInvestingStock Analysisbullish

u/Nobe90 · 902d agono track record yet

$GoPro is trading at half of book value

GoPro trades at half of book value while building a growing SaaS subscription business. With $230M cash against a $250M market cap, strong R&D investment, and rapidly expanding cloud revenue (up 20% YoY), the company appears undervalued and could benefit from a short squeeze.

At post $1.73Now $1.04-39.9% since postedas of Oct 19, 4:30 PM ET

1d+7.5%

3d+11.0%

1w+6.4%

1m-12.1%

3m-10.4%

6m-24.9%

1y-66.7%

original post →

End of results.