@ACapitalLP ACapitalLP

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

ACapitalLP is focused on event-driven value: NAV discounts, SOTP gaps, litigation/regulatory catalysts, and asset validation trades. The clearest directional trade is long ARM/OAI exposure through a discount setup, while most other posts are thesis frameworks rather than explicit trades. No explicit late-week flip or add/trim is visible; the window is concentrated in June 19 catalyst writeups, with ARM resurfacing later as the active directional idea.

No explicit adds, trims, exits, or position flips appear in the supplied signals. The author’s concentration is in June 19 catalyst frameworks across NAV/SOTP, litigation, regulatory, and asset-validation trades, with ARM later emerging as the only directional call. Pump-risk is most relevant where repeated thesis signals cluster around GNW/ACT and SATS/SPCX rather than broad independent confirmation.

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.