u/dubov

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d111100%+1.1%+1.1%
1w1100%-0.8%-0.8%
1m111100%+0.4%+0.4%
3m000
6m000
1y000

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

Thesis history

$ACNr/ValueInvestingDiscussionbullish
u/dubov · 30d agono track record yet

Which stock in your portfolio are you most excited about at the moment?

Accenture has been oversold on AI disruption fears, but enterprises implementing AI hastily will likely need expert help to fix mistakes, creating a major revenue and earnings opportunity for ACN. Trading at only 13x earnings with high-quality fundamentals, the company stands to benefit from becoming the go-to expert on AI integration and driving higher multiples.

At post $178.25Now $179.03+0.4% since postedas of Sep 8, 4:30 PM ET
1d
3d+1.1%
1w-0.8%
1m+0.4%
3m
6m
1y
original post →

End of results.