Invesaro
Results

How our theses are doing

The full public record. Every thesis is compared with the benchmark of its own market, measured from the publication date, because a return without a reference point proves nothing.

Theses tracked
38
38 live, 0 resolved
Average basket return
+2.8%
median +2.9%
The market meanwhile
+1.6%
average of the benchmarks
Average edge
+1.2%
22 of 38 theses beat their market

Our theses against the market

Each day we average the return of every thesis being tracked at that moment, and the return of their benchmarks, measured from their publication dates.

our theses, average market benchmark

Performance by edge score

The edge score is assigned on publication day, before the market verifies anything. This table is the test of whether that score means anything.

ScoreThesesAvg. returnAvg. edgeBeats market
Worth watching25 +4.7% +2.9% 72%
Strong signal11 -0.9% -1.9% 36%
On the radar2 -0.5% -3.1% 0%

Performance by thesis type

Thesis typeThesesAvg. returnAvg. edgeBeats market
supply and demand18 +3.9% +2.4% 56%
regulation6 +5.0% +3.1% 83%
geopolitics5 +4.8% +2.8% 60%
technology4 -6.0% -7.5% 25%
catalyst4 +1.3% -0.9% 50%
macro1 +2.2% +2.5% 100%

Distribution of outcomes

RangeTheses
below -20%1
-20% to -10%2
-10% to 0%9
0% to 10%20
10% to 20%5
above 20%1

The extremes

Methodology, no asterisks

Each thesis basket is equal weighted, measured from the price on publication day, in the listing currency and excluding dividends. The reference price is written once and never adjusted retroactively.

The benchmark is chosen to match the market the basket trades on: a domestic index for a single-market basket, a global index for one spread across regions. The comparison runs over exactly the same window as the thesis. For mixed baskets part of the gap to the benchmark comes from currency moves rather than stock picking.

No thesis has reached the end of its horizon yet, so we publish no hit rate. Until then the only honest measure is the live performance above.

Benchmarks in use: S&P 500 (35), Euro Stoxx 50 (1), TOPIX (1), KOSPI 200 (1).

See the theses behind these numbers

Each with a publication date, a causal map and a score assigned before the market ruled.

Open in Invesaro →