Author
@hollertotide hollertotide
grade Ax.com/hollertotide ↗
Concentrated compounder bull who does deep forensic bottom-up homework and shows his work
Publishes original long-term fundamental theses and deep div
trader score
-0.31
hit rate
45%
mean α
-0.13%
signals 14d
17
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: 45% hit rate, -0.13% mean alpha, trader score -0.31. Their last-14d mentions, direction-adjusted, have moved +1.8% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | VEEV | @hollertotide | +0.50 | States Veeva increased guidance. | — | tweet ↗ |
| 2026-08-28 | SE | @hollertotide | +0.55 | Views MELI's defensive response to strong competitor SE as sensible if it protects or grows market share. | — | tweet ↗ |
| 2026-08-28 | MELI | @hollertotide | +0.45 | Views MELI's defensive response to strong competitor SE as sensible if it protects or grows market share. | — | tweet ↗ |
| 2026-08-24 | NFLX | @hollertotide | +0.45 | Views NFLX's role as premier content provider and competitor aggregator as beneficial. | +2.1% | tweet ↗ |
| 2026-08-24 | · | @hollertotide | · | Discloses a small position but the company is unavailable in the reply text. | · | tweet ↗ |
| 2026-08-24 | APP | @hollertotide | -0.40 | Author explicitly questions AppLovin's durable competitive edge. | +6.4% | tweet ↗ |
| 2026-08-22 | APP | @hollertotide | +0.35 | Discloses a long APP position equal to 6% of the portfolio while questioning durability of long-term execution. | +3.9% | tweet ↗ |
| 2026-08-22 | META | @hollertotide | +0.70 | Strongly defends Meta's advertising business and cites a gain exceeding 1300% since its IPO. | +5.1% | tweet ↗ |
| 2026-08-21 | APP | @hollertotide | +0.25 | Discloses owning APP while doubting that 20%-30% growth can persist for ten years. | +3.9% | tweet ↗ |
| 2026-08-20 | META | @hollertotide | +0.40 | Says RDDT is attractive but discloses large META exposure and a recent APP purchase. | +5.9% | tweet ↗ |
| 2026-08-20 | APP | @hollertotide | +0.50 | Says RDDT is attractive but discloses large META exposure and a recent APP purchase. | +2.9% | tweet ↗ |
| 2026-08-20 | RDDT | @hollertotide | +0.45 | Says RDDT is attractive but discloses large META exposure and a recent APP purchase. | +1.8% | tweet ↗ |
| 2026-08-20 | RDDT | @hollertotide | +0.65 | Defines Reddit's bull case as monetizing users through ads rather than data licensing. | +1.8% | tweet ↗ |
| 2026-08-19 | APP | @hollertotide | +0.20 | Discloses APP as 3% of portfolio while expressing moat uncertainty. | +2.2% | tweet ↗ |
| 2026-08-18 | APP | @hollertotide | -0.45 | Warns that rising advertiser demand and supply costs could squeeze APP's spread. | +3.4% | 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.