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
-0.51
hit rate
45%
mean α
-0.24%
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

Across their last 20 scored bets: 45% hit rate, -0.24% mean alpha, trader score -0.51. Their last-14d mentions, direction-adjusted, have moved +1.5% since posting (mean over 9 mentions with price data).

Recent signals9receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01META@AlphaBourse_+0.45Author regrets not having liquidity earlier to add META.-4.9%
2026-06-30EL@AlphaBourse_-0.35Explains -65% drop as prior excessive valuation with PFG of 2.64.+6.0%
2026-06-29UBER@AlphaBourse_+0.10Says Uber and Google end Phoenix partnership; discusses Waymo vs Uber user/data advantages.-1.4%
2026-06-29GOOGL@AlphaBourse_+0.10Says Uber and Google end Phoenix partnership; discusses Waymo vs Uber user/data advantages.+1.8%
2026-06-26ADBE@AlphaBourse_+0.75Projects Adobe fair value at $407, nearly 100% undervalued, despite SaaS pessimism.+8.4%
2026-06-24PLTR@AlphaBourse_-0.55Mocks PLTR valuation at 137x revenue and stock decline surprise.+13.9%
2026-06-24ADBE@AlphaBourse_+0.45Argues market prices Adobe for an extreme doomsday FCF scenario, which seems illogical.+11.8%
2026-06-23ADBE@AlphaBourse_+0.35DCF math suggests Adobe is priced for total decline from 2027.+11.3%
2026-06-22NFLX@AlphaBourse_+0.15Author is not positioned but is watching Netflix after a decline.+6.5%

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.