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
+1.95
hit rate
60%
mean α
+2.90%
signals 14d
35
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: 60% hit rate, +2.90% mean alpha, trader score +1.95. Their last-14d mentions, direction-adjusted, have moved +7.0% since posting (mean over 21 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | STIM | @BlueDuckCap | +0.70 | Buy STIM today; the clinic business is effectively free. — Explicit buy call based on sum-of-parts valuation. | · | tweet ↗ |
| 2026-08-27 | · | @BlueDuckCap | · | Attributes the post-2020 inflationary episode to pandemic shutdowns. | · | tweet ↗ |
| 2026-08-27 | SNAP | @BlueDuckCap | +0.15 | Suggests Snap could restructure funding so shareholders no longer bear the cost directly. | +1.9% | tweet ↗ |
| 2026-08-27 | SNAP | @BlueDuckCap | -0.75 | Predicts Snap Specs likely fail due to limited TAM, high price, and unattractive appearance. | +1.9% | tweet ↗ |
| 2026-08-27 | SNAP | @BlueDuckCap | +0.45 | Identifies subscriptions as an overlooked Snap inflection point. | +1.9% | tweet ↗ |
| 2026-08-26 | SNAP | @BlueDuckCap | +0.50 | Expects subscription growth to drive a material SNAP beat even if advertising decelerates. | +0.2% | tweet ↗ |
| 2026-08-26 | SNAP | @BlueDuckCap | +0.25 | Urges SNAP to spin off Specs and fund it externally because the product is not commercially viable. | +0.2% | tweet ↗ |
| 2026-08-26 | SNAP | @BlueDuckCap | +0.65 | Argues SNAP's subscription pivot is underappreciated and implies substantial revenue runway. | +0.2% | tweet ↗ |
| 2026-08-25 | SNAP | @BlueDuckCap | +0.55 | Argues SNAP is dramatically undervalued relative to how peers would react to the same disclosure. | -8.3% | tweet ↗ |
| 2026-08-25 | META | @BlueDuckCap | +0.10 | Argues SNAP is dramatically undervalued relative to how peers would react to the same disclosure. | +1.4% | tweet ↗ |
| 2026-08-25 | AMZN | @BlueDuckCap | +0.10 | Argues SNAP is dramatically undervalued relative to how peers would react to the same disclosure. | +2.1% | tweet ↗ |
| 2026-08-25 | XGN | @BlueDuckCap | +0.85 | Explicitly identifies XGN as the author's largest position and praises management. | · | tweet ↗ |
| 2026-08-24 | SOXX | @BlueDuckCap | -0.30 | Quantifies that SOXX could fall another 20% while remaining over 30% higher year to date. | +0.5% | tweet ↗ |
| 2026-08-21 | XGN | @BlueDuckCap | +0.60 | Says XGN is only getting started, expressing clear bullishness. | · | tweet ↗ |
| 2026-08-21 | SNAP | @BlueDuckCap | +0.70 | Argues SNAP could earn more than $1 per share in next-year FCF despite a $5 stock price. | +3.6% | 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.