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
15
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 +10.1% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @all_offs | · | Says a decline and devaluation are inevitable, though the affected currency or asset is omitted. | · | tweet ↗ |
| 2026-10-16 | · | @all_offs | · | Argues controlled or uncontrolled devaluation will accelerate an unspecified process. | · | tweet ↗ |
| 2026-10-13 | · | @all_offs | · | Warns that U.S. market risks are rising and an overvalued market will revert to fair value. | · | tweet ↗ |
| 2026-10-13 | · | @all_offs | · | Argues many Turkish companies may hold risky funds without adequately measuring treasury risk. | · | tweet ↗ |
| 2026-10-13 | · | @all_offs | · | Argues imported-coal power cannot compete with low-operating-cost hydro and solar over time. | · | tweet ↗ |
| 2026-10-13 | · | @all_offs | · | Discusses a company's possible exit from coal toward renewables but says current status is unknown. | · | tweet ↗ |
| 2026-10-13 | · | @all_offs | · | Warns from experience that excessive credit eventually causes severe financial harm. | · | tweet ↗ |
| 2026-10-13 | ENKAI | @all_offs | -0.10 | Questions whether ENKAI's treasury could hold questionable money-market funds. | · | tweet ↗ |
| 2026-10-13 | · | @all_offs | · | Challenges accounting treatment that classifies fund positions as cash equivalents. | · | tweet ↗ |
| 2026-10-13 | · | @all_offs | · | Warns that corporate treasury staff may take risks with company cash to impress owners. | · | tweet ↗ |
| 2026-10-13 | · | @all_offs | · | Raises systemic disclosure risk from 131 dissolved funds potentially held as corporate cash equivalents. | · | tweet ↗ |
| 2026-10-08 | · | @all_offs | · | The author says it is not the right time to exit the stock market. | · | tweet ↗ |
| 2026-10-08 | · | @all_offs | · | Author says roughly 90% was held in equities and reflects that deposits outperformed. | · | tweet ↗ |
| 2026-10-07 | · | @all_offs | · | Says some stocks are attractively priced but deposits remain preferable for a while. | · | tweet ↗ |
| 2026-10-03 | NKE | @all_offs | +0.20 | Calls the situation a visible value trap but expresses interest in re-entering eventually, like NKE. | +10.1% | 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.