Author
@all_offs all_offs
grade Cx.com/all_offs ↗
Disciplined retail value investor posting tickered, valuation-grounded takes and disclosing his own positions
Posts bottom-up value analysis of individual stocks, weighin
trader score
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hit rate
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mean α
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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
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved +1.6% since posting (mean over 1 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-30 | · | @all_offs | · | Skeptical Turkish comment that if it worked, many Buffett followers would beat the market. | · | tweet ↗ |
| 2026-06-29 | YKSLN | @all_offs | -0.30 | Asks whether one would want to partner with this boss, implying skepticism. | · | tweet ↗ |
| 2026-06-28 | · | @all_offs | · | Argues short selling and futures contracts are necessary for market health, especially BIST100. | · | tweet ↗ |
| 2026-06-25 | · | @all_offs | · | Positive view on Arcelik product quality and service versus foreign competitors, but no ticker given. | · | tweet ↗ |
| 2026-06-25 | · | @all_offs | · | Says a scenario would bring extra stock price upside, but ticker/context is not explicit. | · | tweet ↗ |
| 2026-06-24 | SAHOL | @all_offs | +0.25 | Says bank ownership burdens KCHOL and SAHOL; selling banks could reduce holding discounts. | · | tweet ↗ |
| 2026-06-24 | KCHOL | @all_offs | +0.25 | Says bank ownership burdens KCHOL and SAHOL; selling banks could reduce holding discounts. | · | tweet ↗ |
| 2026-06-24 | ARCLK | @all_offs | +0.65 | Long ARCLK valuation thesis projects possible 274% upside within 5 years despite sector weakness. | · | tweet ↗ |
| 2026-06-24 | SPY | @all_offs | +0.00 | Backtest screen over 27 years beat S&P 500 by 10%, with ROI and market cap filters. | +1.6% | 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.