u/NinjAsger

2 theses · first seen Sep 4, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	1	1	1	100%	+1.5%	+1.5%
1w	1	1	1	100%	+9.2%	+9.2%
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.

Thesis history

$NOWr/ValueInvestingStock Analysisbullish

u/NinjAsger · 25d ago1 prior · awaiting results

Service Now [NOW]

ServiceNow dominates enterprise workflows with strong competitive moats, 120% net revenue retention, and a massive TAM in agentic AI. Despite a premium PE of 80 and near-term margin pressure from acquisitions, the author's DCF model supports a 27% upside to $158, assuming successful integration and margin expansion to 27% as the company scales its AI platform across its Fortune 500 customer base.

At post $117.70Now $134.21+14.0% since postedas of Sep 8, 4:30 PM ET

1d—

3d+1.5%

1w+9.2%

1m—

3m—

6m—

1y—

original post →

$HUBSr/ValueInvestingStock Analysisbearish

u/NinjAsger · 34d ago1 prior · awaiting results

“I have shares in HubSpot (and Service Now)”

HUBS down 22% pre market; Low Visibility & Headwinds

HubSpot faces near-term headwinds from weaker-than-expected user growth, declining net retention, and increased customer budget sensitivity that will persist through year-end. While the company positions itself in the attractive agentic AI market, visibility is severely reduced by cannibalization risk from AI product adoption and seat-based pricing erosion, making valuation vulnerable to further disappointment.

original post →

End of results.