Author
@bjmtweets bjmtweets
grade Ax.com/bjmtweets ↗
Concentrated bottom-up fundamentalist obsessed with CELH, ROOT and insurtech/fintech compounders
Writes detailed, valuation-driven long theses on a small bas
trader score
+1.24
hit rate
80%
mean α
+0.56%
signals 14d
126
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: 80% hit rate, +0.56% mean alpha, trader score +1.24. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 116 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | ROOT | @bjmtweets | +0.70 | CEO interview suggests Root has a strong market position and could regain momentum after a good quarter. | -3.0% | tweet ↗ |
| 2026-08-26 | LMND | @bjmtweets | +0.00 | Clarifies that a table shows Lemonade's top ten states by premiums from its 10-K. | -1.3% | tweet ↗ |
| 2026-08-26 | LMND | @bjmtweets | +0.55 | Lemonade Car launches in Florida, supporting cross-sales; Pennsylvania is presented as the likely next launch. | -1.3% | tweet ↗ |
| 2026-08-25 | RDDT | @bjmtweets | +0.70 | Argues Reddit's community moat defeated Google's repeated attempts despite Google's distribution. | -5.8% | tweet ↗ |
| 2026-08-25 | GOOGL | @bjmtweets | -0.10 | Argues Reddit's community moat defeated Google's repeated attempts despite Google's distribution. | -0.1% | tweet ↗ |
| 2026-08-24 | META | @bjmtweets | +0.45 | Advocates buying high-quality large businesses when temporary fears put them on sale | +3.4% | tweet ↗ |
| 2026-08-24 | NFLX | @bjmtweets | +0.45 | Advocates buying high-quality large businesses when temporary fears put them on sale | +2.1% | tweet ↗ |
| 2026-08-24 | GOOGL | @bjmtweets | +0.45 | Advocates buying high-quality large businesses when temporary fears put them on sale | -0.4% | tweet ↗ |
| 2026-08-22 | · | @bjmtweets | · | Argues international community growth will accelerate through AI translation, but the referenced company is unnamed. | · | tweet ↗ |
| 2026-08-22 | ROOT | @bjmtweets | +0.35 | Root describes OEM integrations supplying telemetry, ADAS and autonomous-driving data for pricing. | +1.1% | tweet ↗ |
| 2026-08-22 | ROOT | @bjmtweets | +0.40 | Root says it receives autonomous and ADAS data directly from OEM partners. | +1.1% | tweet ↗ |
| 2026-08-22 | ROOT | @bjmtweets | +0.65 | Argues Root's long history using autonomous-driving data could provide a durable insurance advantage. | +1.1% | tweet ↗ |
| 2026-08-22 | ROOT | @bjmtweets | +0.35 | Root's CEO explains how autonomous-vehicle data supports risk modeling and embedded insurance. | +1.1% | tweet ↗ |
| 2026-08-22 | · | @bjmtweets | · | Reports click volume up 30% year over year and conversions up 100%. | · | tweet ↗ |
| 2026-08-21 | · | @bjmtweets | · | Calls strengthening ARPU a major selling point and says monetization is improving. | · | 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.