Author
@ClariFinance ClariFinance
grade Bx.com/ClariFinance ↗
Disciplined retail quality-compounder investor blending moats, macro and put-selling income
Posts real-time tickered buy/trim/exit decisions, cash-secur
trader score
-0.43
hit rate
55%
mean α
-0.12%
signals 14d
62
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: 55% hit rate, -0.12% mean alpha, trader score -0.43. Their last-14d mentions, direction-adjusted, have moved +1.7% since posting (mean over 33 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | MA | @ClariFinance | +0.75 | Says Mastercard is the author's largest holding and praises its duopoly. | +1.0% | tweet ↗ |
| 2026-10-16 | MSCI | @ClariFinance | +0.00 | Discusses MSCI classification power and Indonesia's nearly uninvestable market. | +8.2% | tweet ↗ |
| 2026-10-16 | OMSE | @ClariFinance | +0.70 | Added 2 TSM shares and 100 OMSE shares. — Explicitly reports current additions to TSM and OMSE positions. | · | tweet ↗ |
| 2026-10-16 | TSM | @ClariFinance | +0.70 | Added 2 TSM shares and 100 OMSE shares. — Explicitly reports current additions to TSM and OMSE positions. | +1.4% | tweet ↗ |
| 2026-10-16 | FICO | @ClariFinance | +0.15 | Reports closing a FICO put after a 31% annualized return. | +5.7% | tweet ↗ |
| 2026-10-16 | AAPL | @ClariFinance | +0.25 | Positive personal assessment of Apple's interface and usability. | +1.2% | tweet ↗ |
| 2026-10-16 | · | @ClariFinance | · | Expects higher real-estate taxation under current French law and fiscal policy. | · | tweet ↗ |
| 2026-10-16 | WKL | @ClariFinance | -0.15 | Expresses surprise at the SaaS rebound, especially laggard WKL. | · | tweet ↗ |
| 2026-10-16 | · | @ClariFinance | · | Forecasts a severe housing decline based on weak growth, demographics and fiscal pressures. | · | tweet ↗ |
| 2026-10-16 | V | @ClariFinance | -0.05 | Compares Mastercard and Visa valuations with their historical medians. | +1.3% | tweet ↗ |
| 2026-10-16 | MA | @ClariFinance | +0.20 | Compares Mastercard and Visa valuations with their historical medians. | +1.0% | tweet ↗ |
| 2026-10-16 | TSLA | @ClariFinance | +0.25 | Says the author will no longer criticize Tesla, implying improved sentiment. | +4.9% | tweet ↗ |
| 2026-10-15 | · | @ClariFinance | · | Views AI doubts as an opportunity and continues watching small caps. | · | tweet ↗ |
| 2026-10-15 | TSM | @ClariFinance | +0.55 | Calls TSMC and Nvidia inexpensive while favoring memory and REITs over rebounded SaaS. | -0.9% | tweet ↗ |
| 2026-10-15 | NVDA | @ClariFinance | +0.55 | Calls TSMC and Nvidia inexpensive while favoring memory and REITs over rebounded SaaS. | -2.9% | 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.