| 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.
Long-duration 30-year TIPS currently offer ~6% nominal returns (2.93% real yield plus expected 3.5% CPI), providing attractive risk-adjusted value compared to S&P 500's 4.9% forward earnings yield, despite duration volatility.
DXC trades at 1.8-2.1x forward P/FCF with a declining but still-positive cash flow generation machine. Despite legacy business headwinds and multi-year revenue decline, the company has modest optionality from monetizing the high-margin Hogan platform via usage-based pricing and potential on-premise server demand from AI, while actively returning cash via debt paydown and buybacks.
End of results.