| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 1 | 1 | 1 | 100% | +1.6% | +1.6% |
| 3d | 1 | 1 | 1 | 100% | +1.6% | +1.6% |
| 1w | 1 | 1 | 0 | 0% | -8.6% | -8.6% |
| 1m | 0 | 0 | 0 | — | — | — |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only.
Samsara is fundamentally misunderstood by the market—it's not primarily a trucking company but a platform converting real-world operations into actionable data. The author expects clarity and validation of this thesis on June 4th.
PCT has a 40% shorted float, indicating significant short interest. The author is holding the position, implying confidence in upside from a potential short squeeze or mean reversion.
End of results.