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
-0.00
hit rate
38%
mean α
-0.00%
signals 14d
4
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 13 scored bets: 38% hit rate, -0.00% mean alpha, trader score -0.00.
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | OLN | @100xCompounding | +0.70 | Author says OLN has many ways to win and fair value is multiple of current price. | · | tweet ↗ |
| 2026-06-30 | NVGS | @100xCompounding | +0.25 | Author says BW monetizing while NVGS buys from BW adds to the opportunity set. | · | tweet ↗ |
| 2026-06-20 | · | @100xCompounding | · | Sees post-ceasefire vessel transit uncertainty and high volatility around Hormuz. | · | tweet ↗ |
| 2026-06-19 | · | @100xCompounding | · | Sarcastic skepticism about peace treaty durability. | · | 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.