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
-0.99
hit rate
40%
mean α
-0.59%
signals 14d
19
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, -0.59% mean alpha, trader score -0.99. Their last-14d mentions, direction-adjusted, have moved +3.3% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | META | @hollertotide | +0.30 | Reply says a worst-case scenario for META is acceptable. | -4.9% | tweet ↗ |
| 2026-07-01 | FTNT | @hollertotide | -0.15 | Notes FTNT is hard to hold after a huge run-up. | -1.7% | tweet ↗ |
| 2026-06-30 | META | @hollertotide | +0.55 | Aggressively add to businesses that can compound for the next decade — Author says volatility let them aggressively add to long-term compounders. | +3.5% | tweet ↗ |
| 2026-06-30 | TEA.AX | @hollertotide | +0.55 | Aggressively add to businesses that can compound for the next decade — Author says volatility let them aggressively add to long-term compounders. | · | tweet ↗ |
| 2026-06-30 | TOI.V | @hollertotide | +0.55 | Aggressively add to businesses that can compound for the next decade — Author says volatility let them aggressively add to long-term compounders. | · | tweet ↗ |
| 2026-06-30 | CSGP | @hollertotide | +0.55 | Aggressively add to businesses that can compound for the next decade — Author says volatility let them aggressively add to long-term compounders. | +5.9% | tweet ↗ |
| 2026-06-30 | MELI | @hollertotide | +0.55 | Aggressively add to businesses that can compound for the next decade — Author says volatility let them aggressively add to long-term compounders. | +3.9% | tweet ↗ |
| 2026-06-30 | BN | @hollertotide | +0.55 | Aggressively add to businesses that can compound for the next decade — Author says volatility let them aggressively add to long-term compounders. | +2.0% | tweet ↗ |
| 2026-06-30 | NVDA | @hollertotide | +0.35 | Says Burry's bearish AI/NVDA thesis significantly underperformed. | -2.6% | tweet ↗ |
| 2026-06-30 | PYPL | @hollertotide | +0.00 | Long-form thesis on Adyen's Talon.One acquisition and payments architecture. | +5.3% | tweet ↗ |
| 2026-06-30 | HOOD | @hollertotide | +0.00 | Long-form thesis on Adyen's Talon.One acquisition and payments architecture. | +12.4% | tweet ↗ |
| 2026-06-30 | AMZN | @hollertotide | +0.00 | Long-form thesis on Adyen's Talon.One acquisition and payments architecture. | +1.8% | tweet ↗ |
| 2026-06-30 | FIS | @hollertotide | +0.00 | Long-form thesis on Adyen's Talon.One acquisition and payments architecture. | · | tweet ↗ |
| 2026-06-30 | FISV | @hollertotide | +0.00 | Long-form thesis on Adyen's Talon.One acquisition and payments architecture. | +6.7% | tweet ↗ |
| 2026-06-30 | ADYEN | @hollertotide | +0.55 | Long-form thesis on Adyen's Talon.One acquisition and payments architecture. | · | 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.