Author
@DividendTalks DividendTalks
grade Cx.com/DividendTalks ↗
Mega-cap quality-compounder curator pitching valuation-gap buys with disclosed positions
Compiles tickered valuation and screen data (Mag-7 multiples
trader score
-0.53
hit rate
35%
mean α
-0.20%
signals 14d
47
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: 35% hit rate, -0.20% mean alpha, trader score -0.53. Their last-14d mentions, direction-adjusted, have moved +1.0% since posting (mean over 42 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | NVDA | @DividendTalks | +0.75 | Reports broad NVDA earnings beat, above-consensus revenue guidance and accelerating AI demand. | +3.8% | tweet ↗ |
| 2026-08-26 | META | @DividendTalks | -0.15 | Reports META is down 1%. | +0.3% | tweet ↗ |
| 2026-08-26 | META | @DividendTalks | +0.20 | Reports META's $16.68B settlement and explains reduced worst-case legal exposure. | +0.3% | tweet ↗ |
| 2026-08-25 | SPGI | @DividendTalks | +0.30 | Reports Ackman's new positions and additions from a major portfolio reshuffle. | +2.3% | tweet ↗ |
| 2026-08-25 | META | @DividendTalks | +0.20 | Reports Ackman's new positions and additions from a major portfolio reshuffle. | +1.4% | tweet ↗ |
| 2026-08-25 | NFLX | @DividendTalks | +0.30 | Reports Ackman's new positions and additions from a major portfolio reshuffle. | -0.6% | tweet ↗ |
| 2026-08-25 | MA | @DividendTalks | +0.30 | Reports Ackman's new positions and additions from a major portfolio reshuffle. | -0.7% | tweet ↗ |
| 2026-08-25 | V | @DividendTalks | +0.30 | Reports Ackman's new positions and additions from a major portfolio reshuffle. | -0.7% | tweet ↗ |
| 2026-08-25 | UBER | @DividendTalks | +0.20 | Reports Ackman's new positions and additions from a major portfolio reshuffle. | -1.9% | tweet ↗ |
| 2026-08-24 | · | @DividendTalks | · | Would buy the unnamed top-ranked stock today. — States that four screened stocks made the buy list and identifies an unnamed top choice for today. | · | tweet ↗ |
| 2026-08-24 | META | @DividendTalks | +0.15 | Ranks stocks by the number of super-investor holders; tickers capped at six. | +3.4% | tweet ↗ |
| 2026-08-24 | TSM | @DividendTalks | +0.15 | Ranks stocks by the number of super-investor holders; tickers capped at six. | +1.8% | tweet ↗ |
| 2026-08-24 | AAPL | @DividendTalks | +0.15 | Ranks stocks by the number of super-investor holders; tickers capped at six. | +3.0% | tweet ↗ |
| 2026-08-24 | MA | @DividendTalks | +0.15 | Ranks stocks by the number of super-investor holders; tickers capped at six. | -0.8% | tweet ↗ |
| 2026-08-24 | V | @DividendTalks | +0.15 | Ranks stocks by the number of super-investor holders; tickers capped at six. | -0.2% | 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.