u/Sensitive_Reveal_227 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-0.4%	-0.4%
3d	1	1	0	0%	-0.4%	-0.4%
1w	1	1	1	100%	+0.5%	+0.5%
1m	1	1	1	100%	+2.5%	+2.5%
3m	1	1	1	100%	+1.8%	+1.8%
6m	1	1	1	100%	+7.1%	+7.1%
1y	1	1	1	100%	+34.6%	+34.6%

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-0.4%

100%

+0.5%

100%

+2.5%

100%

+1.8%

100%

+7.1%

100%

+34.6%

Thesis history

$UNHYOLObullish

u/Sensitive_Reveal_227 · 417d agono track record yet

Long 303 shares of UNH

I took $100K from our house sale and bought 303 shares of UNH. Wife thinks it's in a high-yield savings account.

UNH is resilient due to inelastic demand—healthcare spending is procyclical and essential. Major insider buying signals confidence; the company is operationally strong and positioned to benefit from secular healthcare spending growth.

At post $288.53Now $429.09+48.7% since postedas of Jul 13, 4:59 PM ET

1d-0.4%

3d-0.4%

1w+0.5%

1m+2.5%

3m+1.8%

6m+7.1%

1y+34.6%

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End of results.