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
+0.10
hit rate
35%
mean α
+0.06%
signals 14d
11
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: 35% hit rate, +0.06% mean alpha, trader score +0.10. Their last-14d mentions, direction-adjusted, have moved -5.9% since posting (mean over 7 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | HIMS | @ID_Research_ | +0.85 | Says a perfect setup is forming and expresses unprecedented optimism on HIMS. | -1.3% | tweet ↗ |
| 2026-10-15 | BN | @ID_Research_ | +0.80 | Long BN. — Explicitly declares a long directional position in BN. | +3.2% | tweet ↗ |
| 2026-10-15 | HEI | @ID_Research_ | +0.75 | Develops an aerospace supply-chain thesis favoring HEICO and Honeywell Aerospace. | · | tweet ↗ |
| 2026-10-15 | RR | @ID_Research_ | +0.10 | Develops an aerospace supply-chain thesis favoring HEICO and Honeywell Aerospace. | -18.3% | tweet ↗ |
| 2026-10-15 | GE | @ID_Research_ | +0.10 | Develops an aerospace supply-chain thesis favoring HEICO and Honeywell Aerospace. | -8.4% | tweet ↗ |
| 2026-10-15 | HONA | @ID_Research_ | +0.65 | Develops an aerospace supply-chain thesis favoring HEICO and Honeywell Aerospace. | · | tweet ↗ |
| 2026-10-14 | ASTS | @ID_Research_ | +0.35 | Says the author's management of ASTS exposure has been ideal. | -5.6% | tweet ↗ |
| 2026-10-14 | HONA | @ID_Research_ | +0.55 | Presents a long-term aerospace spin-off thesis after a 30% decline | · | tweet ↗ |
| 2026-10-13 | ASML | @ID_Research_ | +0.80 | Argues AI memory demand is structurally reducing ASML's cyclicality | -8.5% | tweet ↗ |
| 2026-10-13 | LVMH | @ID_Research_ | -0.65 | Calls Q3 weak in crucial fashion and China segments and says LVMH is not yet investable. | · | tweet ↗ |
| 2026-10-07 | UBER | @ID_Research_ | +0.90 | Long UBER. — Explicit current long call on Uber. | -2.6% | 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.