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
6
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 +0.2% since posting (mean over 4 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-24 | · | @all_offs | · | Warns holders without privileges about a potential Turkish-market corporate maneuver. | · | tweet ↗ |
| 2026-08-20 | · | @all_offs | · | States that every company ultimately moves toward its deserved valuation. | · | tweet ↗ |
| 2026-08-20 | FUTU | @all_offs | +0.55 | May average down in FUTU if it falls further. — Discloses a FUTU purchase and intent to add lower after liking earnings; BABA is contextual. | +10.2% | tweet ↗ |
| 2026-08-20 | BABA | @all_offs | +0.10 | May average down in FUTU if it falls further. — Discloses a FUTU purchase and intent to add lower after liking earnings; BABA is contextual. | -8.9% | tweet ↗ |
| 2026-08-20 | COST | @all_offs | -0.45 | Compares current forward P/E ratios with 10-year medians and finds both retailers expensive. | +1.3% | tweet ↗ |
| 2026-08-20 | WMT | @all_offs | -0.35 | Compares current forward P/E ratios with 10-year medians and finds both retailers expensive. | -0.7% | 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.