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
+0.60
hit rate
40%
mean α
+0.44%
signals 14d
33
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, +0.44% mean alpha, trader score +0.60. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 25 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @FromValue | · | Explicitly states that the market is bullish. | · | tweet ↗ |
| 2026-08-26 | NVDA | @FromValue | +0.85 | Enthusiastically discloses long-held positions in both NVDA and CRWD. | +3.8% | tweet ↗ |
| 2026-08-26 | CRWD | @FromValue | +0.85 | Enthusiastically discloses long-held positions in both NVDA and CRWD. | +15.4% | tweet ↗ |
| 2026-08-26 | META | @FromValue | -0.30 | References META's $16.8 billion settlements, though the sentence is incomplete. | +0.3% | tweet ↗ |
| 2026-08-26 | NVDA | @FromValue | +0.05 | Argues Nvidia's reduced HBM content due to shortage supports a bullish view of memory suppliers. | +3.8% | tweet ↗ |
| 2026-08-26 | SKHY | @FromValue | +0.65 | Argues Nvidia's reduced HBM content due to shortage supports a bullish view of memory suppliers. | · | tweet ↗ |
| 2026-08-26 | MU | @FromValue | +0.65 | Argues Nvidia's reduced HBM content due to shortage supports a bullish view of memory suppliers. | -0.6% | tweet ↗ |
| 2026-08-25 | · | @FromValue | · | States that investing at all-time highs historically produces better returns. | · | tweet ↗ |
| 2026-08-24 | NVDA | @FromValue | -0.15 | NVDA closed red for seven straight sessions for the first time since 2022. | +4.4% | tweet ↗ |
| 2026-08-24 | QQQ | @FromValue | +0.45 | Argues Chinese equities are unsuitable for long-term investing versus US indexes. | +1.4% | tweet ↗ |
| 2026-08-24 | SPX | @FromValue | +0.35 | Argues Chinese equities are unsuitable for long-term investing versus US indexes. | · | tweet ↗ |
| 2026-08-24 | BABA | @FromValue | -0.85 | Argues Chinese equities are unsuitable for long-term investing versus US indexes. | +0.4% | tweet ↗ |
| 2026-08-24 | BABA | @FromValue | -0.80 | Cites weak long-term BABA performance and warns against investing in China. | +0.4% | tweet ↗ |
| 2026-08-23 | SHOP | @FromValue | +0.70 | Author discloses holding SHOP since 2017 and praises its founder-led investment thesis. | +2.4% | tweet ↗ |
| 2026-08-23 | SPX | @FromValue | +0.00 | Reports historical performance of annual stock picks versus the S&P 500. | · | 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.