u/Rich-Comparison-1673 — thesis ledger

Window	Theses	Resolved	Win rate	Avg return	Median return
1d	1	1	0%	-5.1%	-5.1%
3d	1	1	0%	-0.2%	-0.2%
1w	1	1	0%	-1.1%	-1.1%
1m	1	1	0%	-1.9%	-1.9%
3m	0	0	—	—	—
6m	0	0	—	—	—
1y	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-5.1%

-0.2%

-1.1%

-1.9%

—

Thesis history

$BKNGr/ValueInvestingDiscussionbullish

u/Rich-Comparison-1673 · 32d agono track record yet

What's your thought on booking.com

Booking.com is an obvious value opportunity: the marketplace scales with zero incremental costs per new user, AI will materially reduce customer service and back-office expenses, yet the stock trades at only 13x forward PE with 120bn market cap and 9bn annual FCF. Valuation is compelling for patient capital.

At post $164.22Now $155.83-5.1% since postedas of Oct 23, 4:45 PM ET

1d-5.1%

3d-0.2%

1w-1.1%

1m-1.9%

3m—

6m—

1y—

original post →

End of results.