u/goosen19

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-1.8%-1.8%
3d1100%-3.4%-3.4%
1w111100%+0.0%+0.0%
1m111100%+2.6%+2.6%
3m111100%+3.6%+3.6%
6m111100%+10.8%+10.8%
1y000———

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

Thesis history

$IGVr/ValueInvestingDiscussionbullish
u/goosen19 · 269d agono track record yet

The software sector just had its worst selloff since October 2008

Software stocks (IGV) have experienced panic-driven capitulation following an irrational selloff triggered by Anthropic's minor GitHub release. The extreme overreaction represents a contrarian buying opportunity as the market has severely mispriced the actual competitive threat.

At post $85.37Now $104.29+22.2% since postedas of Oct 30, 4:45 PM ET
1d-1.8%
3d-3.4%
1w+0.0%
1m+2.6%
3m+3.6%
6m+10.8%
1y—
original post →

End of results.