← Feed

u/throwawayzotzot

2 theses · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d——————
3d——————
1w——————
1m——————
3m——————
6m——————
1y——————

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

Thesis history

$CRWDr/ValueInvestingDiscussionbearish
u/throwawayzotzot · 58d ago1 prior · awaiting results
Long CRWD

Cybersecurity Overvalued - PANW and CRWD

CRWD's market cap has become overvalued relative to its revenue generation, and the author expects future returns to underperform the S&P 500. The company's valuation is not justified despite its competitive standing in cybersecurity.

At post $203.76Now $206.74+1.5% since postedas of Sep 11, 4:30 PM ET
original post →
$PANWr/ValueInvestingDiscussionbearish
u/throwawayzotzot · 58d ago1 prior · awaiting results
Long PANW

Cybersecurity Overvalued - PANW and CRWD

PANW's market cap is disconnected from its revenue generation, and the company is unlikely to deliver returns exceeding the S&P 500 in the coming years. The valuation is difficult to justify despite its cybersecurity leadership position.

At post $317.32Now $330.65+4.2% since postedas of Sep 11, 4:30 PM ET
original post →

End of results.