Author
@BourbonCap BourbonCap
grade Bx.com/BourbonCap ↗
Anon long-only bull writing deep fundamental theses on quality compounders
Posts long-form, ticker-specific bullish fundamental theses
trader score
+1.08
hit rate
50%
mean α
+0.59%
signals 14d
130
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: 50% hit rate, +0.59% mean alpha, trader score +1.08. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 108 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSFT | @BourbonCap | +0.75 | Bullish valuation and growth thesis argues Microsoft's upside will look obvious soon. | — | tweet ↗ |
| 2026-08-28 | MSFT | @BourbonCap | +0.45 | Mocks a prior Microsoft sell call, implying a bullish stance. | — | tweet ↗ |
| 2026-08-28 | NOW | @BourbonCap | +0.55 | Retrospectively contrasts a bullish CEO quote with the stock's prior $85 price. | — | tweet ↗ |
| 2026-08-28 | AMZN | @BourbonCap | +0.70 | I will buy shares from sellers during Amazon's drawdown. — Sarcastic wording conveys a genuine intention to buy the dip. | — | tweet ↗ |
| 2026-08-28 | MSFT | @BourbonCap | +0.60 | Sarcastically argues investors wait for much higher prices before buying quality names. | — | tweet ↗ |
| 2026-08-28 | META | @BourbonCap | +0.60 | Sarcastically argues investors wait for much higher prices before buying quality names. | — | tweet ↗ |
| 2026-08-28 | NOW | @BourbonCap | +0.60 | Sarcastically argues investors wait for much higher prices before buying quality names. | — | tweet ↗ |
| 2026-08-28 | NOW | @BourbonCap | +0.55 | Recalls the CEO calling $85.52 an ideal entry point after the move. | — | tweet ↗ |
| 2026-08-28 | MSFT | @BourbonCap | +0.25 | Expects Meta to follow Microsoft and Google higher. | — | tweet ↗ |
| 2026-08-28 | META | @BourbonCap | +0.65 | Expects Meta to follow Microsoft and Google higher. | — | tweet ↗ |
| 2026-08-28 | GOOG | @BourbonCap | +0.25 | Expects Meta to follow Microsoft and Google higher. | — | tweet ↗ |
| 2026-08-28 | MSFT | @BourbonCap | +0.50 | Retrospective claim that Microsoft was destined to return to its high. | — | tweet ↗ |
| 2026-08-28 | MSFT | @BourbonCap | +0.45 | Retrospectively compares Microsoft's move with Google's 2025 pattern. | — | tweet ↗ |
| 2026-08-28 | GOOG | @BourbonCap | +0.20 | Retrospectively compares Microsoft's move with Google's 2025 pattern. | — | tweet ↗ |
| 2026-08-28 | KLAR | @BourbonCap | +0.30 | Reports that Klarna's CEO is buying shares. | — | 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.