Author
@ACapitalLP ACapitalLP
Anon special-situations PM trading HoldCo/SOTP and catalyst stubs with NAV math
Posts original event-driven and special-situations theses —
trader score
+0.05
hit rate
40%
mean α
+0.04%
signals 14d
65
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 20 scored bets: 40% hit rate, +0.04% mean alpha, trader score +0.05. Their last-14d mentions, direction-adjusted, have moved +4.0% since posting (mean over 39 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @ACapitalLP | · | Views buyback and market dislocation as an attractive setup, but the issuer is absent | · | tweet ↗ |
| 2026-08-28 | HLIT | @ACapitalLP | +0.00 | Argues VISN is deeply discounted versus peer HLIT on adjusted EV/EBITDA | · | tweet ↗ |
| 2026-08-28 | VISN | @ACapitalLP | +0.60 | Argues VISN is deeply discounted versus peer HLIT on adjusted EV/EBITDA | · | tweet ↗ |
| 2026-08-28 | KLAR | @ACapitalLP | +0.35 | Briefly expresses approval of KLAR. | — | tweet ↗ |
| 2026-08-28 | EA | @ACapitalLP | +0.15 | Labels EA a 2051 special situation but provides no thesis or clear direction. | · | tweet ↗ |
| 2026-08-27 | MOD | @ACapitalLP | +0.65 | Buy MOD at $186 ahead of a cleaner RemainCo valuation. — Presents an explicit buy thesis at $186 tied to a business separation. | -4.7% | tweet ↗ |
| 2026-08-27 | TLN | @ACapitalLP | +0.25 | Notes TLN is approaching the $300 price level. | -2.8% | tweet ↗ |
| 2026-08-26 | SKYH | @ACapitalLP | -0.75 | Weak Denver occupancy is framed as evidence that SKYH's national economics and 2028-29 valuation may fail. | · | tweet ↗ |
| 2026-08-26 | SMMT | @ACapitalLP | +0.65 | The author presents three bullish near-term catalyst ideas with event dates, prices and valuation upside. | -3.5% | tweet ↗ |
| 2026-08-26 | TDAY | @ACapitalLP | +0.55 | The author presents three bullish near-term catalyst ideas with event dates, prices and valuation upside. | · | tweet ↗ |
| 2026-08-26 | FUBO | @ACapitalLP | +0.55 | The author presents three bullish near-term catalyst ideas with event dates, prices and valuation upside. | +0.0% | tweet ↗ |
| 2026-08-26 | FSLR | @ACapitalLP | +0.40 | Deutsche Bank raised First Solar's price target to $299; author also calls shares cheaper. | -0.7% | tweet ↗ |
| 2026-08-25 | APTV | @ACapitalLP | +0.60 | Explicitly describes APTV as too cheap at $46.33. | · | tweet ↗ |
| 2026-08-25 | REZI | @ACapitalLP | +0.20 | Views REZI as cheap but questions the absence of a catalyst. | · | tweet ↗ |
| 2026-08-25 | OWL | @ACapitalLP | -0.65 | Relays a blunt view that OWL could become worthless. | +2.0% | 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.