Author

@AlphaBourse_ AlphaBourse_

Transparent French quality-compounder investor who underwrites moats and logs his own mistakes

Posts original fundamental theses and valuation math on qual

trader score
+1.11
hit rate
55%
mean α
+0.89%
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

Across their last 20 scored bets: 55% hit rate, +0.89% mean alpha, trader score +1.11. Their last-14d mentions, direction-adjusted, have moved -2.1% since posting (mean over 12 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15VEEV@AlphaBourse_+0.70Discloses a small profitable Veeva position and regrets not adding as the stock appreciated.+3.2%
2026-10-15·@AlphaBourse_·Compares 30-year compound wealth growth with historical equity and property return ranges.·
2026-10-14·@AlphaBourse_·Argues applying a fixed margin of safety after valuation may be useless or dangerous.·
2026-10-13·@AlphaBourse_·Argues a proposed French wealth tax would persist and raise far less revenue than forecast.·
2026-10-12V@AlphaBourse_+0.70The author celebrates Visa reaching all-time highs and its compounding prospects.+4.8%
2026-10-12NVDA@AlphaBourse_+0.55A playful rhetorical question explicitly characterizes Nvidia as undervalued.-6.8%
2026-10-09NFLX@AlphaBourse_+0.20Says NFLX successfully tested $66 support and may reach $75 resistance if support holds.-6.3%
2026-10-05FICO@AlphaBourse_+0.70Adding modestly to FICO after support held near $600. — Discloses an add based on valuation, business strengths and a bullish technical retest.+18.2%
2026-10-05BKNG@AlphaBourse_-0.30Recaps a virtual portfolio's 93% gain over 18 months and component performance.-1.6%
2026-10-05AMZN@AlphaBourse_+0.40Recaps a virtual portfolio's 93% gain over 18 months and component performance.-1.4%
2026-10-05GOOGL@AlphaBourse_+0.40Recaps a virtual portfolio's 93% gain over 18 months and component performance.-7.6%
2026-10-05ASML@AlphaBourse_+0.70Recaps a virtual portfolio's 93% gain over 18 months and component performance.-15.5%
2026-10-05NVDA@AlphaBourse_+0.40Recaps a virtual portfolio's 93% gain over 18 months and component performance.-11.7%
2026-10-03NFLX@AlphaBourse_+0.40Calls Netflix's chart zone interesting and understands opening a position.-1.8%
2026-10-02NFLX@AlphaBourse_+0.15Calls Netflix interesting but urges valuation caution given only a 13.6% implied annual return.-1.8%

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.