| 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.
Airbnb fits the GARP criteria and offers 9-18% 5Y return potential by 2031 if multiple expands alongside EPS growth, though lower growth assumptions show modestly compressed return scenarios. It requires positive estimate trajectory to realize optimized returns.
Uber presents compelling long-term returns potential driven by EPS growth, with scenario analysis suggesting 15-32% 5Y CAGR by 2031 depending on multiple expansion. The combination of improving margins and durable growth fits the GARP framework well.
Reddit exhibits strong EPS growth potential with positive estimate revisions and analyst coverage, making it attractive if it avoids multiple compression. At reasonable valuations, moderate multiple expansion could drive 13-23% 5Y returns by 2031.
End of results.