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
+2.23
hit rate
65%
mean α
+1.17%
signals 14d
14
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: 65% hit rate, +1.17% mean alpha, trader score +2.23. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 11 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | TTD | @DrewCohenMoney | -0.55 | Says TTD's business is suffering and teases a researched alternative explanation for its issues. | — | tweet ↗ |
| 2026-08-27 | IGV | @DrewCohenMoney | +0.30 | Reports IGV up 7% while pointing readers to analysis of software AI risk. | -0.7% | tweet ↗ |
| 2026-08-27 | NFLX | @DrewCohenMoney | +0.05 | Argues Amazon's proprietary consumer data gives its DSP a structural advantage over Trade Desk. | +2.4% | tweet ↗ |
| 2026-08-27 | TTD | @DrewCohenMoney | -0.65 | Argues Amazon's proprietary consumer data gives its DSP a structural advantage over Trade Desk. | +1.1% | tweet ↗ |
| 2026-08-27 | AMZN | @DrewCohenMoney | +0.70 | Argues Amazon's proprietary consumer data gives its DSP a structural advantage over Trade Desk. | +4.0% | tweet ↗ |
| 2026-08-27 | SE | @DrewCohenMoney | +0.55 | Argues MercadoLibre's investment and commission cuts are defensive responses to faster-growing Sea competition. | +0.9% | tweet ↗ |
| 2026-08-27 | MELI | @DrewCohenMoney | -0.60 | Argues MercadoLibre's investment and commission cuts are defensive responses to faster-growing Sea competition. | +1.8% | tweet ↗ |
| 2026-08-26 | TDD | @DrewCohenMoney | +0.20 | Endorses an article's point that a $150M insider purchase matters despite subsequent price weakness. | · | tweet ↗ |
| 2026-08-26 | COST | @DrewCohenMoney | +0.30 | Framework argues Costco's unmonetized consumer surplus can justify intangible valuation value. | -1.1% | tweet ↗ |
| 2026-08-22 | · | @DrewCohenMoney | · | Author promotes a portfolio-strategy discussion arguing diversification improves investment success odds. | · | tweet ↗ |
| 2026-08-20 | MELI | @DrewCohenMoney | +0.00 | Podcast discusses MELI's business update, credit risk, and sustainability of interest margins. | +2.3% | tweet ↗ |
| 2026-08-18 | META | @DrewCohenMoney | -0.20 | Flags litigation risk as a consideration for META, with analysis contained in linked media. | +6.3% | tweet ↗ |
| 2026-08-17 | META | @DrewCohenMoney | -0.55 | Says Meta litigation risk has become an investor concern as shares fall 4%. | +1.6% | tweet ↗ |
| 2026-08-16 | RACE | @DrewCohenMoney | +0.35 | Mocks the prior RACE selloff over criticism of its EV design. | +1.4% | 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.