u/Valkyrie_Skuld — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-11.1%	-11.1%
3d	1	1	0	0%	-15.6%	-15.6%
1w	1	1	0	0%	-18.8%	-18.8%
1m	1	1	1	100%	+0.5%	+0.5%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-11.1%

-15.6%

-18.8%

100%

+0.5%

—

Thesis history

$AVEXDDbullish

u/Valkyrie_Skuld · 45d agono track record yet

Long 2,000 shares of AVEX

$AVEX — unjammable military drones, first profitable quarter, still mispriced

Aevex Aerospace has achieved first profitable quarter and won Army/Air Force contracts for unjammable autonomous drones using vision-based nav. With strong earnings growth, $356.6M backlog (~93% converting), analyst consensus of $35.75 target, and thin float, the stock appears mispriced for a military tech boom.

At post $19.60Now $18.08-7.8% since postedas of Aug 20, 4:59 PM ET

1d-11.1%

3d-15.6%

1w-18.8%

1m+0.5%

3m—

6m—

1y—

original post →

End of results.