| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
NetEase offers reasonable valuation entry relative to other stocks on the list, with diversified gaming cash flows, strong franchises, large cash balance, and growing cloud music and international businesses despite Chinese regulatory and geopolitical headwinds.
HEICO is an exceptionally managed industrial compounder with decades of disciplined capital allocation in the aerospace aftermarket, but current valuation reflects near-perfect execution and is not obviously attractive for entry today.
Intuitive Surgical has a powerful EPS engine driven by a massive installed base, razor-and-blade recurring instrument revenue model, high switching costs, and very high margins with a long international runway.
Stryker is a highest-quality medical device business positioned to benefit from aging populations and robotic surgery adoption, with pricing power, sticky hospital relationships, and consistent acquisition-driven earnings growth.
Badger Meter is a high-quality compounder with strong EPS growth driven by secular water infrastructure trends, low global smart meter penetration, and recurring software revenue. The company has excellent capital allocation, high ROIC, and minimal debt.
End of results.