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u/armadillo_stocks

8 theses · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d88338%-0.6%+0.1%
1w88788%+6.7%+5.2%
1m88450%+3.0%+2.1%
3m88338%-4.0%-4.9%
6m88675%+50.4%+34.5%
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$TEAMr/ValueInvestingStock Analysisbullish
u/armadillo_stocks · 183d ago7 prior · 38% at 3mo
Long TEAM

I’ve invested $2m in SaaS stocks. This is why.

SaaS incumbents with strong teams, brand, and switching costs are oversold despite fundamentals. Existing companies have competitive advantages (sales/marketing presence, resources, client relationships) to expand wallet share and adapt to AI disruption faster than new entrants.

At post $71.55Now $224.65+214.0% since postedas of Oct 23, 2:45 PM ET
1d—
3d-3.3%
1w+24.2%
1m+19.4%
3m+12.0%
6m+215.2%
1y—
original post →
$ADBEr/ValueInvestingStock Analysisbullish
u/armadillo_stocks · 183d ago7 prior · 38% at 3mo
Long ADBE

I’ve invested $2m in SaaS stocks. This is why.

SaaS incumbents with strong teams, brand, and switching costs are oversold despite fundamentals. Existing companies have competitive advantages (sales/marketing presence, resources, client relationships) to expand wallet share and adapt to AI disruption faster than new entrants.

At post $245.44Now $263.82+7.5% since postedas of Oct 23, 4:45 PM ET
1d—
3d-2.5%
1w+2.1%
1m-0.3%
3m-13.6%
6m+3.9%
1y—
original post →
$DUOLr/ValueInvestingStock Analysisbullish
u/armadillo_stocks · 183d ago7 prior · 38% at 3mo
Long DUOL

I’ve invested $2m in SaaS stocks. This is why.

SaaS incumbents with strong teams, brand, and switching costs are oversold despite fundamentals. Existing companies have competitive advantages (sales/marketing presence, resources, client relationships) to expand wallet share and adapt to AI disruption faster than new entrants.

At post $103.45Now $143.04+38.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d-0.1%
1w+7.5%
1m+3.1%
3m+16.6%
6m+32.7%
1y—
original post →
$HUBSr/ValueInvestingStock Analysisbullish
u/armadillo_stocks · 183d ago7 prior · 38% at 3mo
Long HUBS

I’ve invested $2m in SaaS stocks. This is why.

SaaS incumbents with strong teams, brand, and switching costs are oversold despite fundamentals. Existing companies have competitive advantages (sales/marketing presence, resources, client relationships) to expand wallet share and adapt to AI disruption faster than new entrants.

At post $223.32Now $270.88+21.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d+0.8%
1w+7.4%
1m-9.6%
3m-14.9%
6m+11.9%
1y—
original post →
$CRMr/ValueInvestingStock Analysisbullish
u/armadillo_stocks · 183d ago7 prior · 38% at 3mo
Long CRM

I’ve invested $2m in SaaS stocks. This is why.

SaaS incumbents with strong teams, brand, and switching costs are oversold despite fundamentals. Existing companies have competitive advantages (sales/marketing presence, resources, client relationships) to expand wallet share and adapt to AI disruption faster than new entrants.

At post $177.39Now $248.57+40.1% since postedas of Oct 23, 4:45 PM ET
1d—
3d+1.1%
1w+3.2%
1m+1.1%
3m-11.7%
6m+36.3%
1y—
original post →
$INTUr/ValueInvestingStock Analysisbullish
u/armadillo_stocks · 183d ago7 prior · 38% at 3mo
Long INTU

I’ve invested $2m in SaaS stocks. This is why.

SaaS incumbents with strong teams, brand, and switching costs are oversold despite fundamentals. Existing companies have competitive advantages (sales/marketing presence, resources, client relationships) to expand wallet share and adapt to AI disruption faster than new entrants.

At post $392.37Now $343.39-12.5% since postedas of Oct 23, 4:45 PM ET
1d—
3d-1.5%
1w+0.8%
1m-19.2%
3m-28.6%
6m-14.5%
1y—
original post →
$MNDYr/ValueInvestingStock Analysisbullish
u/armadillo_stocks · 183d ago7 prior · 38% at 3mo
Long MNDY

I’ve invested $2m in SaaS stocks. This is why.

SaaS incumbents with strong teams, brand, and switching costs are oversold despite fundamentals. Existing companies have competitive advantages (sales/marketing presence, resources, client relationships) to expand wallet share and adapt to AI disruption faster than new entrants. MNDY is positioned as the largest portfolio holding for this thesis.

At post $67.79Now $106.53+57.1% since postedas of Oct 23, 4:45 PM ET
1d—
3d+0.3%
1w+7.3%
1m+16.6%
3m+5.8%
6m+47.7%
1y—
original post →
$NOWr/wallstreetbetsYOLObearish
u/armadillo_stocks · 183d ago7 prior · 38% at 3mo

Invested $2m into SaaS today. This is the portfolio.

ServiceNow beat earnings on revenue, profits, and guidance but the stock declined anyway, suggesting the market mispriced the results and the thesis is that most investors didn't read the earnings call or understand the positive fundamentals.

At post $90.17Now $158.96+76.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d+0.3%
1w+1.1%
1m+13.3%
3m+2.0%
6m+69.8%
1y—
original post →

End of results.