Author
@aresearchguy aresearchguy
grade Bx.com/aresearchguy ↗
Concentrated, leverage-friendly quality-compounder investor anchored on Visa and mega-cap AI
Underwrites a tight set of high-quality businesses with valu
trader score
-1.75
hit rate
40%
mean α
-0.59%
signals 14d
30
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: 40% hit rate, -0.59% mean alpha, trader score -1.75. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MU | @aresearchguy | -0.55 | Suggests extreme leveraged call concentration marked the end of MU's favorable setup. | — | tweet ↗ |
| 2026-08-27 | DSGX | @aresearchguy | +0.50 | Author discloses a small DSGX position and remains constructive long term while awaiting earnings. | · | tweet ↗ |
| 2026-08-27 | V | @aresearchguy | +0.00 | Author indicates Visa was previously the relevant holding, implying it is no longer current. | +0.5% | tweet ↗ |
| 2026-08-26 | META | @aresearchguy | +0.80 | Argues buying $16B of Meta shares could triple in value over time. | +0.3% | tweet ↗ |
| 2026-08-26 | META | @aresearchguy | +0.80 | META will likely rally intraday and through year-end. — Explicit forward bullish forecast for Meta over intraday and year-end horizons. | +0.3% | tweet ↗ |
| 2026-08-26 | META | @aresearchguy | +0.80 | Explicitly declares a long Meta stance while criticizing government. | +0.3% | tweet ↗ |
| 2026-08-25 | META | @aresearchguy | +0.25 | Notes several days of META call flow that now appears explained by unseen context. | +1.4% | tweet ↗ |
| 2026-08-24 | MA | @aresearchguy | +0.65 | Calls Visa and Mastercard technological leaders in their field. | -0.8% | tweet ↗ |
| 2026-08-24 | V | @aresearchguy | +0.65 | Calls Visa and Mastercard technological leaders in their field. | -0.2% | tweet ↗ |
| 2026-08-23 | V | @aresearchguy | +0.55 | Says Visa remains attractive from current levels over the next decade. | +2.8% | tweet ↗ |
| 2026-08-23 | META | @aresearchguy | -0.25 | Flags litigation risk from school-district claims against social-platform design. | +5.1% | tweet ↗ |
| 2026-08-22 | · | @aresearchguy | · | Criticizes investors for relying on price action and confirmation bias instead of fundamental equity research. | · | tweet ↗ |
| 2026-08-21 | META | @aresearchguy | +0.15 | Shares Meta's defense that a plaintiff's mental-health condition predated social-media use. | +5.1% | tweet ↗ |
| 2026-08-20 | META | @aresearchguy | +0.00 | Identifies a recurring META trading range between $550 and $650 without concrete entry intent. | +5.9% | tweet ↗ |
| 2026-08-20 | META | @aresearchguy | +0.20 | States that Meta's AI strategy is clear, implying mild strategic approval. | +5.9% | 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.