Author
@AlphaBourse_ AlphaBourse_
grade Bx.com/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
+0.34
hit rate
55%
mean α
+0.25%
signals 14d
24
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, +0.25% mean alpha, trader score +0.34. Their last-14d mentions, direction-adjusted, have moved +3.1% since posting (mean over 21 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @AlphaBourse_ | · | Argues long-term equity compounding and partial withdrawals make retirement resilient to crashes | · | tweet ↗ |
| 2026-08-27 | VEEV | @AlphaBourse_ | +0.70 | Reports Veeva Q2 growth and Q3 revenue guidance while affirming the author's bullish purchase thesis. | -1.9% | tweet ↗ |
| 2026-08-27 | NVDA | @AlphaBourse_ | +0.50 | Frames Nvidia and Alphabet as competing for the largest position in the author's portfolio. | -4.6% | tweet ↗ |
| 2026-08-27 | GOOG | @AlphaBourse_ | +0.50 | Frames Nvidia and Alphabet as competing for the largest position in the author's portfolio. | +1.5% | tweet ↗ |
| 2026-08-26 | NVDA | @AlphaBourse_ | +0.70 | Reports exceptional Q2 growth and bullish Q3 guidance, with a strongly positive valuation take. | +3.8% | tweet ↗ |
| 2026-08-26 | MC | @AlphaBourse_ | +0.05 | Discloses ownership of LVMH while jokingly hoping for help for the shares. | · | tweet ↗ |
| 2026-08-26 | CASY | @AlphaBourse_ | -0.25 | Likes Casey's business model but warns its 42x P/E leaves little room for error versus 8%-12% growth. | -6.4% | tweet ↗ |
| 2026-08-24 | NVDA | @AlphaBourse_ | +0.40 | Playfully endorses an AI-generated investing kingdom featuring four favored compounders. | +4.4% | tweet ↗ |
| 2026-08-24 | FICO | @AlphaBourse_ | +0.40 | Playfully endorses an AI-generated investing kingdom featuring four favored compounders. | -1.1% | tweet ↗ |
| 2026-08-24 | V | @AlphaBourse_ | +0.40 | Playfully endorses an AI-generated investing kingdom featuring four favored compounders. | -0.2% | tweet ↗ |
| 2026-08-24 | GOOGL | @AlphaBourse_ | +0.40 | Playfully endorses an AI-generated investing kingdom featuring four favored compounders. | -0.4% | tweet ↗ |
| 2026-08-24 | V | @AlphaBourse_ | +0.85 | Praises Visa at record highs and discloses it represents 8% of the author's US portfolio. | -0.2% | tweet ↗ |
| 2026-08-24 | NVDA | @AlphaBourse_ | +0.25 | Discloses NVDA and VEEV portfolio weights and names an earnings watchlist; tickers capped at six. | +4.4% | tweet ↗ |
| 2026-08-24 | CRWD | @AlphaBourse_ | +0.00 | Discloses NVDA and VEEV portfolio weights and names an earnings watchlist; tickers capped at six. | +14.5% | tweet ↗ |
| 2026-08-24 | MRVL | @AlphaBourse_ | +0.00 | Discloses NVDA and VEEV portfolio weights and names an earnings watchlist; tickers capped at six. | -5.5% | 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.