Author
@100xCompounding 100xCompounding
grade Ax.com/100xCompounding ↗
Deep-value cyclical stock-picker betting unloved offshore drillers, insurers, and builders
Publishes long-form bottom-up value theses on out-of-favor c
trader score
-0.45
hit rate
27%
mean α
-0.37%
signals 14d
20
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 15 scored bets: 27% hit rate, -0.37% mean alpha, trader score -0.45. Their last-14d mentions, direction-adjusted, have moved -3.9% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @100xCompounding | · | Argues U.S. financial and security policy is redirecting Asian capital from Europe toward Treasuries. | · | tweet ↗ |
| 2026-08-28 | · | @100xCompounding | · | Forecasts that misguided domestic policy will ultimately undermine the U.S. dollar. | · | tweet ↗ |
| 2026-08-27 | · | @100xCompounding | · | Criticizes the government's economic-pressure policy as harmful and focused on regime survival. | · | tweet ↗ |
| 2026-08-25 | IWM | @100xCompounding | +0.25 | Finds many attractive companies among unprofitable Russell 2000 constituents while acknowledging selection risk. | -1.2% | tweet ↗ |
| 2026-08-21 | · | @100xCompounding | · | Sarcastically challenges bearishness despite threatened military action against nonhuman targets. | · | tweet ↗ |
| 2026-08-19 | · | @100xCompounding | · | Expects medium-term European TTF gas pricing to grind higher due to storage requirements. | · | tweet ↗ |
| 2026-08-19 | IFP.TO | @100xCompounding | +0.60 | Presents Interfor valuation and duty reimbursement as upside within a lumber basket. | · | tweet ↗ |
| 2026-08-19 | BLDR | @100xCompounding | +0.25 | Presents Interfor valuation and duty reimbursement as upside within a lumber basket. | -6.7% | tweet ↗ |
| 2026-08-19 | CFP.TO | @100xCompounding | +0.25 | Presents Interfor valuation and duty reimbursement as upside within a lumber basket. | · | tweet ↗ |
| 2026-08-19 | WFG | @100xCompounding | +0.25 | Presents Interfor valuation and duty reimbursement as upside within a lumber basket. | · | tweet ↗ |
| 2026-08-19 | · | @100xCompounding | · | Notes Japan's large European-debt holdings as a possible policy option. | · | tweet ↗ |
| 2026-08-18 | · | @100xCompounding | · | Argues offshore service rates remain well above 2017 lows and that the cycle needs time to develop. | · | tweet ↗ |
| 2026-08-18 | · | @100xCompounding | · | Rejects oil prices and war as explanations for the move in long-duration bonds. | · | tweet ↗ |
| 2026-08-18 | · | @100xCompounding | · | Forecasts U.S. markets shifting from net equity consumption to net equity issuance for the foreseeable future. | · | tweet ↗ |
| 2026-08-18 | · | @100xCompounding | · | Mockingly suggests Bessent is encouraging Japan to sell euros rather than dollars. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.