| 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.
LULU has cycled through volatility but is trading below conservative fair value of $200/share with no debt. The author is accumulating at $100, expecting a recovery.
Author is long Microsoft shares purchased at $360 targeting $765 by 2030, citing strong brand moat across M365, Azure, and Copilot, combined with strategic investments in AI (Anthropic and OpenAI), quantum computing, and gaming that create durable competitive advantages.
End of results.