@Ashton_1nvests Ashton_1nvests
Free, transparent retail growth investor DCAing into a concentrated 'ugly chart, improving business' basket
Posts long-term fundamental theses and continuous buy/DCA di
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 55% hit rate, +0.73% mean alpha, trader score +1.00. Their last-14d mentions, direction-adjusted, have moved +3.6% since posting (mean over 141 mentions with price data).
Author is concentrated in long-duration growth and compounder longs, especially SOFI, NOW, AMZN and UBER, with repeated adds into weakness. Distinctive read is that debated, messy names with improving fundamentals offer the best upside before sentiment catches up. Late-window activity shows fresh adds to AMZN, ZETA, UBER and NOW, an explicit desire for more SOFI, and profit-taking in CAKE.
Conviction is concentrated in SOFI, NOW, AMZN and UBER, with repeated adds and fresh position-building across those names plus ZETA. The clearest portfolio action is adding into weakness while recycling some gains from CAKE. No clear bearish flip appears, though AMD has a defined future trim level at $700 and ADBE tone turned frustrated.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | NKE | @Ashton_1nvests | +0.25 | Says Nike may be too cheap to ignore after fall from $120 to $40 with stable revenue. | — | tweet ↗ |
| 2026-07-02 | SNAP | @Ashton_1nvests | +0.20 | Framework for fixable-problem stocks with interesting risk-reward, not automatic buys. | — | tweet ↗ |
| 2026-07-02 | NKE | @Ashton_1nvests | +0.25 | Framework for fixable-problem stocks with interesting risk-reward, not automatic buys. | — | tweet ↗ |
| 2026-07-02 | ADBE | @Ashton_1nvests | +0.25 | Framework for fixable-problem stocks with interesting risk-reward, not automatic buys. | — | tweet ↗ |
| 2026-07-02 | CELH | @Ashton_1nvests | +0.25 | Framework for fixable-problem stocks with interesting risk-reward, not automatic buys. | — | tweet ↗ |
| 2026-07-02 | SHOP | @Ashton_1nvests | +0.35 | Lists stocks where smaller business units could become much more important. | — | tweet ↗ |
| 2026-07-02 | UBER | @Ashton_1nvests | +0.35 | Lists stocks where smaller business units could become much more important. | — | tweet ↗ |
| 2026-07-02 | META | @Ashton_1nvests | +0.35 | Lists stocks where smaller business units could become much more important. | — | tweet ↗ |
| 2026-07-02 | AMZN | @Ashton_1nvests | +0.35 | Lists stocks where smaller business units could become much more important. | — | tweet ↗ |
| 2026-07-02 | GOOGL | @Ashton_1nvests | +0.35 | Lists stocks where smaller business units could become much more important. | — | tweet ↗ |
| 2026-07-01 | SNAP | @Ashton_1nvests | +0.25 | Constructive but cautious take that revenue is much higher and business remains viable. | +1.9% | tweet ↗ |
| 2026-07-01 | OSCR | @Ashton_1nvests | +0.35 | Implies OSCR is overlooked with bullish tone. | +0.9% | tweet ↗ |
| 2026-07-01 | SPOT | @Ashton_1nvests | +0.30 | Lists companies that have become default consumer habits. | +2.9% | tweet ↗ |
| 2026-07-01 | NFLX | @Ashton_1nvests | +0.30 | Lists companies that have become default consumer habits. | +4.7% | tweet ↗ |
| 2026-07-01 | COST | @Ashton_1nvests | +0.30 | Lists companies that have become default consumer habits. | +2.9% | 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.