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u/highmemelord67

2 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d222100%+1.9%+1.9%
1w22150%+1.5%+1.5%
1m2200%-14.8%-14.8%
3m2200%-24.6%-24.6%
6m22150%-12.9%-12.9%
1y000———

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

Thesis history

$INTUr/ValueInvestingValue Articlebullish
u/highmemelord67 · 225d ago1 prior · 0% at 3mo

I Analysed top 100 Software Companies By Earnings So You Dont Have To

Intuit is trading at or below fair value despite high quality metrics compared to peer software companies, representing a compelling opportunity for long-term compounders as AI disruption fears have created an unjustified selloff in the software sector.

At post $434.64Now $343.39-21.0% since postedas of Oct 23, 4:45 PM ET
1d—
3d+2.8%
1w+3.5%
1m-20.0%
3m-36.9%
6m-28.1%
1y—
original post →
$ADBEr/ValueInvestingValue Articlebullish
u/highmemelord67 · 225d ago1 prior · 0% at 3mo

I Analysed top 100 Software Companies By Earnings So You Dont Have To

Adobe is trading at or below fair value despite high quality metrics compared to peer software companies, representing a compelling opportunity for long-term compounders as AI disruption fears have created an unjustified selloff in the software sector.

At post $249.32Now $263.82+5.8% since postedas of Oct 23, 4:45 PM ET
1d—
3d+1.0%
1w-0.5%
1m-9.6%
3m-12.2%
6m+2.2%
1y—
original post →

End of results.