Author
@BramVGenechten BramVGenechten
grade Bx.com/BramVGenechten ↗
Bottom-up quality-compounder investor obsessed with FCF/share growth, ROIC, and moats
Posts conviction-driven fundamental theses on high-quality c
trader score
+1.68
hit rate
70%
mean α
+0.50%
signals 14d
77
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: 70% hit rate, +0.50% mean alpha, trader score +1.68. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 67 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AMZN | @BramVGenechten | +0.75 | Highlights a record quarterly operating margin and says growth is only starting. | -0.8% | tweet ↗ |
| 2026-10-16 | AMAT | @BramVGenechten | -0.55 | Warns that AMAT's $416 valuation may be extreme and prices can fall. | -7.8% | tweet ↗ |
| 2026-10-16 | GOOG | @BramVGenechten | +0.45 | Observes Alphabet's quarterly operating profit continuing to increase. | -5.8% | tweet ↗ |
| 2026-10-16 | GOOGL | @BramVGenechten | +0.45 | Observes Alphabet's quarterly operating profit continuing to increase. | -6.0% | tweet ↗ |
| 2026-10-15 | ASML | @BramVGenechten | -0.10 | Questions whether 1–2% annual buybacks materially affect management bonuses. | -5.2% | tweet ↗ |
| 2026-10-15 | V | @BramVGenechten | +0.55 | Links renewed inflation with Visa and Mastercard reaching all-time highs. | +2.0% | tweet ↗ |
| 2026-10-15 | MA | @BramVGenechten | +0.55 | Links renewed inflation with Visa and Mastercard reaching all-time highs. | +1.2% | tweet ↗ |
| 2026-10-15 | · | @BramVGenechten | · | Predicts a weak period for software, without naming a security. | · | tweet ↗ |
| 2026-10-15 | ASML | @BramVGenechten | +0.55 | Frames ASML as mission-critical despite company-specific risks. | -5.2% | tweet ↗ |
| 2026-10-15 | ASML | @BramVGenechten | +0.55 | Argues management's buybacks signal ASML remains undervalued. | -5.2% | tweet ↗ |
| 2026-10-15 | ASML | @BramVGenechten | +0.35 | Says ASML earnings calls provide more insight than headline numbers. | -5.2% | tweet ↗ |
| 2026-10-15 | FICO | @BramVGenechten | +0.00 | Questions a comparison between FICO and ASML without stating a conclusion. | +5.9% | tweet ↗ |
| 2026-10-15 | ASML | @BramVGenechten | +0.00 | Questions a comparison between FICO and ASML without stating a conclusion. | -5.2% | tweet ↗ |
| 2026-10-15 | META | @BramVGenechten | +0.45 | Reports META operating margins above 35% across a decade except 2022. | -12.8% | tweet ↗ |
| 2026-10-15 | AMZN | @BramVGenechten | +0.70 | Forecasts Amazon operating profit doubling again by 2028. | -2.7% | 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.