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
+1.03
hit rate
64%
mean α
+1.54%
signals 14d
25
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 11 scored bets: 64% hit rate, +1.54% mean alpha, trader score +1.03. Their last-14d mentions, direction-adjusted, have moved +5.2% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ACIC | @100xCompounding | +0.85 | Valuation, retained earnings, growth and buybacks support $15 near-term and $20-plus long-term targets. | · | tweet ↗ |
| 2026-10-16 | ACIC | @100xCompounding | +0.50 | ACIC received Arizona regulatory approvals for its new E&S business, expected to add earnings power. | · | tweet ↗ |
| 2026-10-14 | BLDR | @100xCompounding | +0.45 | Estimates BLDR as a $12–$15 free-cash-flow-per-share business. | +12.5% | tweet ↗ |
| 2026-10-14 | · | @100xCompounding | · | Expresses a clear bullish view on oil without naming a security. | · | tweet ↗ |
| 2026-10-14 | · | @100xCompounding | · | Criticizes a rise in BIS debt-to-GDP from 140% to 300% as fiscal indiscipline. | · | tweet ↗ |
| 2026-10-13 | BORR | @100xCompounding | +0.30 | Explicitly discloses a long position while noting management concerns. | -8.3% | tweet ↗ |
| 2026-10-13 | · | @100xCompounding | · | Questions the view that private-market valuation is less efficient than public markets. | · | tweet ↗ |
| 2026-10-13 | BORR | @100xCompounding | -0.65 | Argues Borr's balance sheet leaves it vulnerable if the offshore cycle recovery is delayed or nonlinear. | -8.3% | tweet ↗ |
| 2026-10-13 | BORR | @100xCompounding | -0.20 | Notes Borr began mid-cycle and therefore had different exposure to cyclic volatility. | -8.3% | tweet ↗ |
| 2026-10-12 | · | @100xCompounding | · | Attributes France's problems to decades of poor leadership and fiscal policy. | · | tweet ↗ |
| 2026-10-12 | TDW | @100xCompounding | +0.35 | Outlines TDW buyback, M&A and day-rate catalysts over the next two quarters. | · | tweet ↗ |
| 2026-10-12 | BORR | @100xCompounding | -0.45 | Identifies Borr's management as the author's biggest concern. | -10.8% | tweet ↗ |
| 2026-10-12 | BORR | @100xCompounding | -0.40 | Likes Borr's assets but sees management as the investment case's largest downside. | -10.8% | tweet ↗ |
| 2026-10-12 | · | @100xCompounding | · | Expects governments to control savings to make historically high debt burdens affordable. | · | tweet ↗ |
| 2026-10-11 | · | @100xCompounding | · | Warns that governments may treat private savings as a national asset and seize control of it. | · | 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.