@BramVGenechten BramVGenechten
Bottom-up quality-compounder investor obsessed with FCF/share growth, ROIC, and moats
Posts conviction-driven fundamental theses on high-quality c
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 65% hit rate, +1.02% mean alpha, trader score +1.14. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 57 mentions with price data).
BramVGenechten is focused on long-duration quality compounders, especially AMZN, MELI, ASML, NFLX, MNST, FICO, and V. The distinctive read is less event-driven trading and more valuation, buyback, FCF, and capital-allocation durability across dominant franchises. No explicit directional trades or position disclosures appeared, but the week clustered around constructive compounder evidence with one bearish Autodesk aside.
The author stayed constructive on dominant compounders, with concentration in AMZN, MELI, NFLX, ASML, MNST, FICO, and V. There were no explicit adds, trims, exits, or position disclosures, so the window reads as idea reinforcement rather than documented trading. Concentration is highest in AMZN within platform compounders and ASML within semiconductor infrastructure, while ADSK is the only clear negative single-name sentiment.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | NVDA | @BramVGenechten | +0.15 | Notes Nvidia share count flat for 8 years due to larger buybacks each year. | — | tweet ↗ |
| 2026-07-03 | MCO | @BramVGenechten | -0.30 | Warns MCO gains relied heavily on multiple expansion and may not repeat. | — | tweet ↗ |
| 2026-07-02 | META | @BramVGenechten | -0.10 | Notes META had least buybacks in five years last quarter. | — | tweet ↗ |
| 2026-07-02 | ASML | @BramVGenechten | -0.20 | Flags ASML at record valuations on one-year forward view. | — | tweet ↗ |
| 2026-07-02 | BKNG | @BramVGenechten | +0.35 | Positive view on Booking Holdings net debt control. | — | tweet ↗ |
| 2026-07-01 | SPGI | @BramVGenechten | +0.20 | States SPGI expected 2028 operating profit and current market cap. | +6.0% | tweet ↗ |
| 2026-07-01 | BKNG | @BramVGenechten | +0.30 | Highlights merchant revenue taking over at BKNG. | +1.1% | tweet ↗ |
| 2026-07-01 | AMZN | @BramVGenechten | +0.70 | Says AMZN is undervalued because price follows cash flow. | +0.4% | tweet ↗ |
| 2026-06-30 | TSM | @BramVGenechten | +0.65 | Says TSM operating profit expected to double by 2028 and asks if you own enough. | -9.1% | tweet ↗ |
| 2026-06-30 | · | @BramVGenechten | · | Says holding and not trimming, but ticker context is absent. | · | tweet ↗ |
| 2026-06-30 | COST | @BramVGenechten | -0.35 | Sarcastic skepticism on COST valuation: 54x forward FCF with 8% growth expected. | +1.7% | tweet ↗ |
| 2026-06-30 | AMZN | @BramVGenechten | +0.00 | Notes Amazon net debt comes in cycles and asks if record highs are next. | +1.8% | tweet ↗ |
| 2026-06-30 | GOOG | @BramVGenechten | +0.25 | Mentions Google Cloud operating leverage with chart link. | +0.8% | tweet ↗ |
| 2026-06-30 | GOOGL | @BramVGenechten | +0.25 | Mentions Google Cloud operating leverage with chart link. | +0.7% | tweet ↗ |
| 2026-06-29 | · | @BramVGenechten | · | Says FCF will explode in some years due to record capex, but no ticker context. | · | 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.