u/redditculouslyfunny — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	0	0%	-1.6%	-1.6%
3d	1	1	1	100%	+2.7%	+2.7%
1w	1	1	1	100%	+7.5%	+7.5%
1m	1	1	1	100%	+1.5%	+1.5%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

-1.6%

100%

+2.7%

100%

+7.5%

100%

+1.5%

—

Thesis history

$SKMDiscussionbullish

u/redditculouslyfunny · 80d agono track record yet

Anthropic exposure

SKM offers superior Anthropic exposure relative to AMZN due to a $2-3b stake (worth >20% of their $14b market cap) acquired at favorable valuation, plus data center partnership with Anthropic. A potential South Korean foreign ownership limit breach could create additional upside via ADR premium.

At post $36.88Now $35.67-3.3% since postedas of Jul 24, 4:59 PM ET

1d-1.6%

3d+2.7%

1w+7.5%

1m+1.5%

3m—

6m—

1y—

original post →

End of results.