Author
@FromValue FromValue
grade Bx.com/FromValue ↗
Anonymous long-term quality-growth investor reasoning through moats, reinvestment, and valuation
Posts high-conviction fundamental theses on a focused basket
trader score
-0.32
hit rate
50%
mean α
-0.12%
signals 14d
31
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: 50% hit rate, -0.12% mean alpha, trader score -0.32. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @FromValue | · | Expresses skepticism about an unspecified projection 33% above the US market within a decade. | · | tweet ↗ |
| 2026-10-14 | NBIS | @FromValue | +0.50 | Prefers NBIS over CRWV among neocloud companies while remaining selective on the sector. | -14.7% | tweet ↗ |
| 2026-10-14 | CRWV | @FromValue | -0.30 | Prefers NBIS over CRWV among neocloud companies while remaining selective on the sector. | -17.6% | tweet ↗ |
| 2026-10-14 | AMZN | @FromValue | +0.45 | Shows AMZN revenue and stock-price CAGRs have closely tracked since 2005. | -2.4% | tweet ↗ |
| 2026-10-13 | MU | @FromValue | +0.35 | Calls an unspecified Elon reference an endorsement of MU | -7.9% | tweet ↗ |
| 2026-10-13 | MRK | @FromValue | +0.35 | Discloses a long LLY position backed by retatrutide's potential benefits | +2.3% | tweet ↗ |
| 2026-10-13 | MRNA | @FromValue | +0.35 | Discloses a long LLY position backed by retatrutide's potential benefits | -7.5% | tweet ↗ |
| 2026-10-13 | LLY | @FromValue | +0.80 | Discloses a long LLY position backed by retatrutide's potential benefits | +9.2% | tweet ↗ |
| 2026-10-12 | · | @FromValue | · | Argues current rates are manageable because nominal economic and earnings growth remains higher. | · | tweet ↗ |
| 2026-10-10 | MELI | @FromValue | +0.45 | Highlights MELI's Rule-of-40-style growth and margin score of 79% as a bullish fundamental datapoint. | -4.2% | tweet ↗ |
| 2026-10-10 | NET | @FromValue | +0.40 | The author highlights NET's near-10x return since 2020 and 84% YTD gain. | -9.8% | tweet ↗ |
| 2026-10-09 | NET | @FromValue | +0.55 | Highlights Cloudflare's view that non-human traffic may grow to 1,000x human traffic. | -9.8% | tweet ↗ |
| 2026-10-09 | · | @FromValue | · | Sarcastically rejects the claim that AI has no real-world impact. | · | tweet ↗ |
| 2026-10-09 | TOI.V | @FromValue | -0.10 | Flags Topicus CEO's sudden departure and raises questions about quality and valuation. | · | tweet ↗ |
| 2026-10-09 | CSU.TO | @FromValue | +0.40 | Uses CSU.TO and market charts to argue revenue growth is the main driver of appreciation. | · | 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.