| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 0 | 0 | 0 | — | — | — |
| 3d | 1 | 1 | 0 | 0% | -1.7% | -1.7% |
| 1w | 1 | 1 | 0 | 0% | -0.4% | -0.4% |
| 1m | 1 | 1 | 1 | 100% | +1.0% | +1.0% |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
GoPro is a distressed turnaround opportunity trading at only 0.24x revenue with improving subscription metrics and positive unit economics, while Markiplier's 8.5% stake signals insider confidence that the stock is undervalued relative to potential restructuring or strategic buyer upside.
Berkshire Hathaway increased its Alphabet position by 83% to 106M shares, making it the third-largest equity holding worth $37.8B. The aggressive accumulation signals management's conviction in value at current levels and marks a shift toward capital deployment after 14 quarters of net selling.
End of results.