u/PalpitationAny6315 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+1.8%	+1.8%
3d	1	1	0	0%	-6.1%	-6.1%
1w	1	1	0	0%	-6.4%	-6.4%
1m	1	1	0	0%	-2.1%	-2.1%
3m	1	1	0	0%	-3.1%	-3.1%
6m	1	1	1	100%	+3.3%	+3.3%
1y	1	1	1	100%	+26.7%	+26.7%

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

+1.8%

-6.1%

-6.4%

-2.1%

-3.1%

100%

+3.3%

100%

+26.7%

Thesis history

$UNHr/ValueInvestingDiscussionbullish

u/PalpitationAny6315 · 518d agono track record yet

Long 250 shares of UNH

Long UNH calls

UNH - heavy $30M insider buying

UNH has declined 50% in a month and trades at PE 12 versus historical averages of 22-23, showing extreme oversold conditions (RSI 19). Heavy insider buying by the new CEO ($25M), CFO ($5M), and other directors signals confidence despite DOJ investigation, suggesting the market has overreacted and the stock is undervalued.

At post $303.61Now $364.81+20.2% since postedas of Oct 1, 12:31 PM ET

1d+1.8%

3d-6.1%

1w-6.4%

1m-2.1%

3m-3.1%

6m+3.3%

1y+26.7%

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End of results.