Author
@CasinoCapital CasinoCapital
grade Cx.com/CasinoCapital ↗
Contrarian UK-macro and special-situations commentator with reasoned, regulation-aware theses
Posts conversational, reply-heavy commentary mixing contrari
trader score
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hit rate
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mean α
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signals 14d
9
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved +6.7% since posting (mean over 6 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | TTWO | @CasinoCapital | -0.65 | Sarcastically warns TTWO could suffer a Ubisoft-like collapse after GTA6. | -2.7% | tweet ↗ |
| 2026-10-13 | BMBL | @CasinoCapital | +0.35 | Regrets selling the entire BMBL position one day before additional takeover upside. | +0.2% | tweet ↗ |
| 2026-10-13 | BMBL | @CasinoCapital | +0.50 | Discusses a takeover bid carrying a reported 138% premium for BMBL. | +0.2% | tweet ↗ |
| 2026-10-08 | GOOGL | @CasinoCapital | +0.20 | Approves a Google-related product development but the linked context is required | -8.1% | tweet ↗ |
| 2026-10-07 | · | @CasinoCapital | · | Argues UK political parties persistently refuse to reduce longstanding tax rates. | · | tweet ↗ |
| 2026-10-06 | RNO.FP | @CasinoCapital | +0.55 | Considers buying Renault based on low sales valuation and a decent underlying business despite margin risks. | · | tweet ↗ |
| 2026-10-05 | · | @CasinoCapital | · | Anecdote suggests US households appear financially fragile despite high incomes. | · | tweet ↗ |
| 2026-10-02 | SNAP | @CasinoCapital | +0.55 | Discloses a SNAP long and contrasts its revenue and valuation with ARM. | +13.6% | tweet ↗ |
| 2026-10-02 | ARM | @CasinoCapital | -0.10 | Discloses a SNAP long and contrasts its revenue and valuation with ARM. | -31.6% | 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.