| 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.
Sprout Social is undervalued at $14 with a $25 price target within 6 months, driven by market leadership in social media management, CEO-led shift to larger enterprise customers, insider buying signals, analyst support, and valuation arbitrage relative to comparable companies.
Unity Software was identified as undervalued at $16 one year ago with a $32 price target; the stock has since rallied to $45, validating the thesis.
BILL was undervalued at $40 and has risen to $52; the author expects further upside to $80, supported by Starboard Value's recent large stake purchase.
End of results.