Author

@Barnabebourse Barnabebourse

grade Cx.com/Barnabebourse ↗

Transparent bilingual long-only fundamental analyst covering US mega-cap tech and European compounders

Posts daily market briefs, earnings recaps, and bottom-up fu

trader score
+0.26
hit rate
60%
mean α
+0.15%
signals 14d
29

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 10 scored bets: 60% hit rate, +0.15% mean alpha, trader score +0.26. Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 21 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16FTNT@Barnabebourse+0.65States that FTNT is the author's best-performing portfolio position.+6.4%
2026-10-16FTNT@Barnabebourse+0.30Brief celebratory reaction to FTNT, with the linked context needed for details.+6.4%
2026-10-16SPX@Barnabebourse+0.10Reports the author's five-year portfolio return of 101.8% versus 71.3% for the S&P 500.·
2026-10-16SU.PA@Barnabebourse+0.10Discloses a six-year top-three holding while questioning a €22.6 billion acquisition despite raised margin guidance.·
2026-10-16MC.PA@Barnabebourse-0.50Discloses selling LVMH at a loss and requires handbag growth before reconsidering the stock.·
2026-10-16GS@Barnabebourse+0.60Summarizes reported earnings beats and misses across major companies.-0.6%
2026-10-16RI.PA@Barnabebourse+0.60Summarizes reported earnings beats and misses across major companies.·
2026-10-16JPM@Barnabebourse-0.60Summarizes reported earnings beats and misses across major companies.-2.4%
2026-10-16UNH@Barnabebourse+0.60Summarizes reported earnings beats and misses across major companies.+4.2%
2026-10-16ASML@Barnabebourse+0.60Summarizes reported earnings beats and misses across major companies.-4.2%
2026-10-16TSM@Barnabebourse+0.60Summarizes reported earnings beats and misses across major companies.+1.4%
2026-10-15FTNT@Barnabebourse+0.45Discloses FTNT as the author's largest brokerage holding with dated purchases and cost bases.-1.1%
2026-10-15GOOGL@Barnabebourse+0.10Discloses FTNT as the author's largest brokerage holding with dated purchases and cost bases.-8.3%
2026-10-15NVDA@Barnabebourse+0.10Discloses FTNT as the author's largest brokerage holding with dated purchases and cost bases.-2.9%
2026-10-14TSM@Barnabebourse+0.35Reports HPC quarterly revenue of about $31.8 billion, above TSMC's total Q3 2024 revenue.-2.7%

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.