u/JlNxTonic

3 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	3	3	3	100%	+1.9%	+1.6%
3d	3	3	0	0%	-4.0%	-2.6%
1w	3	3	0	0%	-2.4%	-2.7%
1m	3	3	3	100%	+5.3%	+3.6%
3m	3	3	0	0%	-9.4%	-6.6%
6m	3	3	1	33%	-4.1%	-5.8%
1y	0	0	0	—	—	—

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

Thesis history

$ADBEr/ValueInvestingDiscussionbullish

u/JlNxTonic · 269d ago2 prior · 0% at 3mo

“have ADBE, although here im not yet ready to add more unless i see some positive signs this quarter”

The sell-off in Software the last months is unlike i have ever seen since the financial crisis. Where are opportunities?

Adobe software is caught in sector-wide capitulation at decade-low valuations. Author holds ADBE but remains cautiously positioned, waiting for positive quarterly earnings signs before adding to the position.

At post $271.93Now $250.23-8.0% since postedas of Oct 30, 4:45 PM ET

1d+2.9%

3d-1.3%

1w-2.7%

1m+3.6%

3m-6.6%

6m-7.9%

1y—

original post →

$CRMr/ValueInvestingDiscussionbullish

u/JlNxTonic · 269d ago2 prior · 0% at 3mo

Long CRM

The sell-off in Software the last months is unlike i have ever seen since the financial crisis. Where are opportunities?

Software sector is experiencing indiscriminate selling at multi-year lows and decade-low valuations. Author bought CRM, viewing the current capitulation as a generational buying opportunity.

At post $195.04Now $229.17+17.5% since postedas of Oct 30, 4:45 PM ET

1d+1.6%

3d-2.6%

1w-1.5%

1m+2.6%

3m-5.3%

6m-5.8%

1y—

original post →

$NOWr/ValueInvestingDiscussionbullish

u/JlNxTonic · 269d ago2 prior · 0% at 3mo

Long NOW

The sell-off in Software the last months is unlike i have ever seen since the financial crisis. Where are opportunities?

Software sector is experiencing indiscriminate selling at multi-year lows and decade-low valuations. Author bought NOW, viewing the current capitulation as a generational buying opportunity.

At post $109.77Now $105.12-4.2% since postedas of Oct 30, 4:45 PM ET

1d+1.2%

3d-8.2%

1w-3.0%

1m+9.7%

3m-16.2%

6m+1.3%

1y—

original post →

End of results.