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
+1.04
hit rate
60%
mean α
+0.37%
signals 14d
84
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, +0.37% mean alpha, trader score +1.04. Their last-14d mentions, direction-adjusted, have moved +0.8% since posting (mean over 66 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | AMAT | @BramVGenechten | +0.45 | Expects Applied Materials to increase free cash flow significantly. | — | tweet ↗ |
| 2026-08-28 | FTNT | @BramVGenechten | -0.25 | Warns that Fortinet's valuation remains elevated. | — | tweet ↗ |
| 2026-08-28 | META | @BramVGenechten | +0.75 | Calls for buying more META. — Brief but explicit request to increase META exposure. | — | tweet ↗ |
| 2026-08-28 | TSM | @BramVGenechten | +0.35 | Views sustained TSMC capacity bookings as supportive of an unspecified expansion plan. | — | tweet ↗ |
| 2026-08-28 | ASML | @BramVGenechten | +0.35 | Suggests concerns that China can replicate ASML's EUV technology are overstated. | — | tweet ↗ |
| 2026-08-28 | MSCI | @BramVGenechten | +0.30 | States MSCI repurchased 35% of its shares over ten years. | — | tweet ↗ |
| 2026-08-27 | FICO | @BramVGenechten | +0.65 | Forecasts FICO operating profit doubling again by 2028. | -0.3% | tweet ↗ |
| 2026-08-27 | TSM | @BramVGenechten | +0.55 | Cites Morningstar's view that TSM remains undervalued, possibly due to a Taiwan discount. | -2.3% | tweet ↗ |
| 2026-08-27 | RMS | @BramVGenechten | -0.25 | Warns that valuation eventually matters for RMS, implying downside caution. | · | tweet ↗ |
| 2026-08-26 | BESI | @BramVGenechten | +0.00 | Reports BESI up 60% in one year but 40% below its all-time high, then asks a question. | · | tweet ↗ |
| 2026-08-26 | NVDA | @BramVGenechten | +0.15 | States that NVDA's market capitalization is ten times MA's. | +3.8% | tweet ↗ |
| 2026-08-26 | MA | @BramVGenechten | +0.00 | States that NVDA's market capitalization is ten times MA's. | -0.5% | tweet ↗ |
| 2026-08-26 | AMZN | @BramVGenechten | +0.45 | AWS growth is described as the highest in four years and accelerating. | +2.4% | tweet ↗ |
| 2026-08-26 | · | @BramVGenechten | · | Expresses a constructive view of the energy sector. | · | tweet ↗ |
| 2026-08-26 | VST | @BramVGenechten | +0.30 | Reports that Vistra's CEO is buying shares near a one-year low. | -2.1% | 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.