u/armadillo_stocks

1 thesis · first seen May 25, 2026

Window	Theses	Resolved	Win rate	Avg return	Median return
1d	0	0	—	—	—
3d	1	1	0%	+0.3%	+0.3%
1w	1	1	0%	+1.1%	+1.1%
1m	1	1	0%	+13.3%	+13.3%
3m	0	0	—	—	—
6m	0	0	—	—	—
1y	0	0	—	—	—

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

Thesis history

$NOWYOLObearish

u/armadillo_stocks · 47d agono track record yet

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 $106.06+17.6% since postedas of Jun 10, 4:59 PM ET

1d—

3d+0.3%

1w+1.1%

1m+13.3%

3m—

6m—

1y—

original post →

End of results.