Author
@ID_Research_ ID_Research_
grade Ax.com/ID_Research_ ↗
Bottom-up quality-compounder investor publishing reasoned, ticker'd long theses
Writes original fundamental research and real-time portfolio
trader score
+0.82
hit rate
60%
mean α
+0.36%
signals 14d
13
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: 60% hit rate, +0.36% mean alpha, trader score +0.82. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 11 mentions with price data).
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MA | @ID_Research_ | +0.55 | Reports Mastercard and Fortinet making all-time highs. | — | tweet ↗ |
| 2026-08-28 | FTNT | @ID_Research_ | +0.55 | Reports Mastercard and Fortinet making all-time highs. | — | tweet ↗ |
| 2026-08-26 | COST | @ID_Research_ | +0.45 | Compares last-mile economics, favoring Uber, Walmart, Costco and Instacart over Amazon and DoorDash. | -1.1% | tweet ↗ |
| 2026-08-26 | UBER | @ID_Research_ | +0.75 | Compares last-mile economics, favoring Uber, Walmart, Costco and Instacart over Amazon and DoorDash. | +0.4% | tweet ↗ |
| 2026-08-26 | AMZN | @ID_Research_ | +0.15 | Compares last-mile economics, favoring Uber, Walmart, Costco and Instacart over Amazon and DoorDash. | +2.4% | tweet ↗ |
| 2026-08-26 | DASH | @ID_Research_ | -0.40 | Compares last-mile economics, favoring Uber, Walmart, Costco and Instacart over Amazon and DoorDash. | -0.1% | tweet ↗ |
| 2026-08-26 | WMT | @ID_Research_ | +0.45 | Compares last-mile economics, favoring Uber, Walmart, Costco and Instacart over Amazon and DoorDash. | -1.2% | tweet ↗ |
| 2026-08-26 | CART | @ID_Research_ | +0.45 | Compares last-mile economics, favoring Uber, Walmart, Costco and Instacart over Amazon and DoorDash. | -0.5% | tweet ↗ |
| 2026-08-25 | NFLX | @ID_Research_ | +0.50 | Defends Netflix paying to show the GTA VI trailer as a valuable small-scale data-gathering experiment. | -0.6% | tweet ↗ |
| 2026-08-24 | MA | @ID_Research_ | -0.15 | Sarcastically attributes MA's move to astrology; chart context is required. | -0.8% | tweet ↗ |
| 2026-08-24 | UBER | @ID_Research_ | +0.85 | Argues Uber's global account, trust and demand network form a durable, vehicle-agnostic moat. | -0.6% | tweet ↗ |
| 2026-08-23 | TMDX | @ID_Research_ | +0.40 | Says TMDX is halfway toward the desired outcome while cautioning that victory is premature. | -6.7% | tweet ↗ |
| 2026-08-23 | AAPL | @ID_Research_ | -0.25 | Highlights Zuckerberg's criticism that Apple is not innovating. | +3.3% | 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.