@FromValue FromValue
Anonymous long-term quality-growth investor reasoning through moats, reinvestment, and valuation
Posts high-conviction fundamental theses on a focused basket
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 60% hit rate, -0.12% mean alpha, trader score -0.27. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 21 mentions with price data).
FromValue is most constructive on long-duration compounders and selective platform winners, with explicit owned exposure to NVDA and still-owned but questioned TTD. Distinctive reads center on NET benefiting from AI and hyperscaler limits, MELI as the real takeaway from marketplace margin comparisons, and possible SPCX-ASML terrafab acceleration. Late-window activity is more framework-driven than trade-heavy: exits from ROKU were disclosed retrospectively, while TTD drew fresh red-flag scrutiny.
The author’s disclosed activity is concentrated in position context rather than fresh directional calls: held TTD despite red flags, exited ROKU previously, and added NVDA historically. Conviction this week clusters around long-duration compounders, NET’s AI/hyperscaler-limit setup, and MELI as the marketplace margin focal point, while skepticism is concentrated in ad-tech and SNAP. There are no CALL_DIRECTIONAL or NEWS_BREAK signals in the payload, so trade and news evidence is limited.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | SNDK | @FromValue | +0.00 | SNDK down 26.5% over week but up 3,616% over year. | — | tweet ↗ |
| 2026-07-02 | META | @FromValue | -0.35 | Zuckerberg reportedly says AI agents have not accelerated as expected over 4 months. | — | tweet ↗ |
| 2026-07-01 | INTC | @FromValue | -0.35 | Calls GOOGL move risky, says INTC yield is problem, and TSM remains best and safest. | -5.3% | tweet ↗ |
| 2026-07-01 | TSM | @FromValue | +0.65 | Calls GOOGL move risky, says INTC yield is problem, and TSM remains best and safest. | -2.3% | tweet ↗ |
| 2026-07-01 | GOOGL | @FromValue | -0.25 | Calls GOOGL move risky, says INTC yield is problem, and TSM remains best and safest. | -0.4% | tweet ↗ |
| 2026-06-30 | NFLX | @FromValue | +0.35 | Says great investments often started with loyal fanboys professionals looked down on. | +8.8% | tweet ↗ |
| 2026-06-30 | AMZN | @FromValue | +0.35 | Says great investments often started with loyal fanboys professionals looked down on. | +1.8% | tweet ↗ |
| 2026-06-30 | AAPL | @FromValue | +0.35 | Says great investments often started with loyal fanboys professionals looked down on. | +6.7% | tweet ↗ |
| 2026-06-30 | TSLA | @FromValue | +0.35 | Says great investments often started with loyal fanboys professionals looked down on. | -6.5% | tweet ↗ |
| 2026-06-30 | NVDA | @FromValue | +0.65 | Compares NVDA +118% vs SMCI -72.9%, emphasizing quality matters. | -2.6% | tweet ↗ |
| 2026-06-30 | SMCI | @FromValue | -0.65 | Compares NVDA +118% vs SMCI -72.9%, emphasizing quality matters. | -7.2% | tweet ↗ |
| 2026-06-28 | AAPL | @FromValue | -0.15 | Newsletter teaser references possible Chinese spy chip in iPhone and AI spend cuts. | +8.8% | tweet ↗ |
| 2026-06-28 | AXP | @FromValue | +0.00 | Reports Alphabet joining Dow and Verizon being replaced, followed by constituent list. | +3.4% | tweet ↗ |
| 2026-06-28 | AMGN | @FromValue | +0.00 | Reports Alphabet joining Dow and Verizon being replaced, followed by constituent list. | +4.4% | tweet ↗ |
| 2026-06-28 | MMM | @FromValue | +0.00 | Reports Alphabet joining Dow and Verizon being replaced, followed by constituent list. | -2.2% | 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.