Author
@BlueDuckCap BlueDuckCap
grade Ax.com/BlueDuckCap ↗
Conviction special-situations PM dissecting under-covered small/mid-caps with disclosed positions
Original bottom-up special-situations and activist-angle res
trader score
-0.33
hit rate
35%
mean α
-0.23%
signals 14d
7
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: 35% hit rate, -0.23% mean alpha, trader score -0.33. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 3 mentions with price data).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | XGN | @BlueDuckCap | +0.70 | Buy XGN and STIM at current discounted prices. — Explicitly characterizes both stocks as on sale here. | · | tweet ↗ |
| 2026-10-16 | STIM | @BlueDuckCap | +0.70 | Buy XGN and STIM at current discounted prices. — Explicitly characterizes both stocks as on sale here. | · | tweet ↗ |
| 2026-10-14 | SNAP | @BlueDuckCap | +0.25 | Notes a record 189-day insider-sale gap and views continued absence of sales as potentially bullish. | +3.9% | tweet ↗ |
| 2026-10-13 | STLN | @BlueDuckCap | +0.70 | Expects fast specialty-pharma growth and praises STLN's execution and market-share gains. | · | tweet ↗ |
| 2026-10-08 | STLN | @BlueDuckCap | +0.65 | Calls the referenced development positive because it validates STLN's payer value proposition. | · | tweet ↗ |
| 2026-10-06 | SNAP | @BlueDuckCap | -0.15 | Credits Snap's products and shareholder posture but maintains that executive churn is high. | +9.7% | tweet ↗ |
| 2026-10-06 | SNAP | @BlueDuckCap | +0.45 | Argues dilution-funded investment in Specs is necessary and could create substantial long-term upside. | +9.7% | 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.