u/gordon-david-m — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	-4.0%	-4.0%
3d	1	1	1	100%	-3.3%	-3.3%
1w	1	1	1	100%	-9.8%	-9.8%
1m	1	1	1	100%	-12.4%	-12.4%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

-4.0%

100%

-3.3%

100%

-9.8%

100%

-12.4%

—

Thesis history

$CAKESEC Form 4bearish

Gordon David M · PRESIDENT at CHEESECAKE FACTORY INC · 36d agono track record yet

Sold 31,950 @ $110.03 avg · $3,515,369 · 2026-08-10

Form 4: Gordon David M sold CAKE

Gordon David M (PRESIDENT at CHEESECAKE FACTORY INC) reported an open-market sale of 31,950 shares of CAKE at an average $110.03, roughly $3,515,369, in a Form 4 filed 2026-08-12.

At post $117.29Now $95.87-18.3% since postedas of Sep 17, 4:30 PM ET

1d-4.0%

3d-3.3%

1w-9.8%

1m-12.4%

3m—

6m—

1y—

View filing on SEC.gov →

End of results.