| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 3 | 3 | 3 | 100% | +4.2% | +3.2% |
| 3d | 0 | 0 | 0 | — | — | — |
| 1w | 0 | 0 | 0 | — | — | — |
| 1m | 0 | 0 | 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.
AppLovin presents a more speculative opportunity with solid FCF and low debt, though the company must demonstrate continued growth. AI and robotics are uncertain factors.
Strong moat and solid FCF combined with low debt position BKNG as a compelling value buy. AI and robotics development present catalysts for future upside.
Solid free cash flow and low debt make UBER an attractive value opportunity. Strong competitive moat provides downside protection, with AI and robotics as potential future catalysts.
End of results.