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
-2.77
hit rate
20%
mean α
-0.96%
signals 14d
16
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: 20% hit rate, -0.96% mean alpha, trader score -2.77. Their last-14d mentions, direction-adjusted, have moved -5.2% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SE | @hollertotide | +0.25 | Considering deeper research into Sea as a possible future long while noting LatAm overlap. | -20.4% | tweet ↗ |
| 2026-10-16 | MELI | @hollertotide | +0.10 | Considering deeper research into Sea as a possible future long while noting LatAm overlap. | -1.3% | tweet ↗ |
| 2026-10-16 | SE | @hollertotide | -0.15 | Argues MercadoLibre's logistics, fintech and loyalty moat is not overcome by Sea's faster growth. | -20.4% | tweet ↗ |
| 2026-10-16 | MELI | @hollertotide | +0.55 | Argues MercadoLibre's logistics, fintech and loyalty moat is not overcome by Sea's faster growth. | -1.3% | tweet ↗ |
| 2026-10-16 | SE | @hollertotide | -0.25 | Says Sea is unlikely to take share in MercadoLibre's entrenched markets. | -20.4% | tweet ↗ |
| 2026-10-16 | MELI | @hollertotide | +0.55 | Says Sea is unlikely to take share in MercadoLibre's entrenched markets. | -1.3% | tweet ↗ |
| 2026-10-16 | SE | @hollertotide | +0.10 | Calls the Sea-displaces-MercadoLibre thesis silly and emphasizes MELI's moat. | -20.4% | tweet ↗ |
| 2026-10-16 | MELI | @hollertotide | +0.55 | Calls the Sea-displaces-MercadoLibre thesis silly and emphasizes MELI's moat. | -1.3% | tweet ↗ |
| 2026-10-15 | SE | @hollertotide | +0.20 | Explicitly predicts MercadoLibre will win while Sea remains a respectable second. | -23.5% | tweet ↗ |
| 2026-10-15 | MELI | @hollertotide | +0.70 | Explicitly predicts MercadoLibre will win while Sea remains a respectable second. | -2.5% | tweet ↗ |
| 2026-10-15 | SE | @hollertotide | +0.25 | Sees room for both firms while describing their different market strengths. | -23.5% | tweet ↗ |
| 2026-10-15 | MELI | @hollertotide | +0.30 | Sees room for both firms while describing their different market strengths. | -2.5% | tweet ↗ |
| 2026-10-13 | RBA | @hollertotide | +0.15 | Questions Copart's growth runway and argues insurers may diversify share toward RBA. | · | tweet ↗ |
| 2026-10-13 | CPRT | @hollertotide | -0.45 | Questions Copart's growth runway and argues insurers may diversify share toward RBA. | +10.0% | tweet ↗ |
| 2026-10-09 | KO | @hollertotide | -0.45 | Says KO's current prospects are appropriately described as limited. | +5.3% | 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.