Author
@AccionEAFI AccionEAFI
grade Bx.com/AccionEAFI ↗
Named quality-compounder analyst reasoning through capital allocation and moats in real time
Posts and replies with fundamental, long-term commentary on
trader score
+0.82
hit rate
55%
mean α
+1.24%
signals 14d
9
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: 55% hit rate, +1.24% mean alpha, trader score +0.82. Their last-14d mentions, direction-adjusted, have moved +0.6% since posting (mean over 7 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @AccionEAFI | +0.70 | Highlights Nvidia's low multiple relative to 100% growth and 70% guidance in an approving rhetorical take. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @AccionEAFI | +0.50 | Argues semiconductors and software can simultaneously benefit from the AI theme. | +3.8% | tweet ↗ |
| 2026-08-26 | CRM | @AccionEAFI | +0.50 | Argues semiconductors and software can simultaneously benefit from the AI theme. | +24.5% | tweet ↗ |
| 2026-08-19 | · | @AccionEAFI | · | Expresses hope that new flows revive biotech interest, financing and expansion | · | tweet ↗ |
| 2026-08-19 | TMO | @AccionEAFI | +0.25 | Reports sector inflows tied to news and identifies two exposed life-science names | +1.4% | tweet ↗ |
| 2026-08-19 | DHR | @AccionEAFI | +0.25 | Reports sector inflows tied to news and identifies two exposed life-science names | +2.2% | tweet ↗ |
| 2026-08-19 | MRNA | @AccionEAFI | +0.70 | Calls the mRNA cancer result important for Moderna, Merck and supplier Rovi. | -20.9% | tweet ↗ |
| 2026-08-19 | MRK | @AccionEAFI | +0.55 | Calls the mRNA cancer result important for Moderna, Merck and supplier Rovi. | -2.5% | tweet ↗ |
| 2026-08-19 | ROVI | @AccionEAFI | +0.45 | Calls the mRNA cancer result important for Moderna, Merck and supplier Rovi. | · | 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.