Author
@DrewCohenMoney DrewCohenMoney
grade Bx.com/DrewCohenMoney ↗
Long-only quality investor dissecting AI's threat to incumbent business moats
Writes deep fundamental analysis on whether AI disrupts or s
trader score
-0.28
hit rate
40%
mean α
-0.18%
signals 14d
18
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: 40% hit rate, -0.18% mean alpha, trader score -0.28. Their last-14d mentions, direction-adjusted, have moved -6.8% since posting (mean over 18 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | APP | @DrewCohenMoney | +0.00 | Announces a newly published investment research report on AppLovin. | -6.8% | tweet ↗ |
| 2026-10-15 | AAPL | @DrewCohenMoney | +0.00 | Assesses AppLovin's recovery, competitive threats, valuation and potential investment opportunity. | +1.7% | tweet ↗ |
| 2026-10-15 | APP | @DrewCohenMoney | +0.25 | Assesses AppLovin's recovery, competitive threats, valuation and potential investment opportunity. | -6.8% | tweet ↗ |
| 2026-10-15 | META | @DrewCohenMoney | +0.00 | Assesses AppLovin's recovery, competitive threats, valuation and potential investment opportunity. | -12.8% | tweet ↗ |
| 2026-10-15 | BKNG | @DrewCohenMoney | +0.00 | Flags potential implications of Meta Muse for online travel agencies. | -6.0% | tweet ↗ |
| 2026-10-15 | ABNB | @DrewCohenMoney | +0.00 | Flags potential implications of Meta Muse for online travel agencies. | -1.3% | tweet ↗ |
| 2026-10-15 | META | @DrewCohenMoney | +0.10 | Flags potential implications of Meta Muse for online travel agencies. | -12.8% | tweet ↗ |
| 2026-10-13 | AAPL | @DrewCohenMoney | +0.10 | Contrasts Apple's execution and partner dependence with Meta's stronger current consumer-AI position. | +1.9% | tweet ↗ |
| 2026-10-13 | META | @DrewCohenMoney | +0.50 | Contrasts Apple's execution and partner dependence with Meta's stronger current consumer-AI position. | -15.7% | tweet ↗ |
| 2026-10-10 | AMZN | @DrewCohenMoney | +0.05 | Contrasts Buffett-style certainty with probabilistic investing, using an early Amazon investment as an example. | -5.5% | tweet ↗ |
| 2026-10-10 | GOOGL | @DrewCohenMoney | -0.65 | Argues AI agents threaten Google Search traffic, monetization and gross margins despite offsets from Cloud and YouTube. | -8.9% | tweet ↗ |
| 2026-10-08 | AAPL | @DrewCohenMoney | +0.65 | Argues Apple's consumer lock-in lets it adopt commoditized external AI models late and still win. | +2.1% | tweet ↗ |
| 2026-10-07 | META | @DrewCohenMoney | +0.20 | Frames a successful Meta Muse consumer app as a plausible upside possibility. | -10.9% | tweet ↗ |
| 2026-10-06 | SNDK | @DrewCohenMoney | +0.15 | Argues index valuation depends heavily on sustained semiconductor earnings growth and questions cyclicality assumptions. | -25.4% | tweet ↗ |
| 2026-10-06 | AVGO | @DrewCohenMoney | +0.20 | Argues index valuation depends heavily on sustained semiconductor earnings growth and questions cyclicality assumptions. | -14.4% | 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.