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
-1.25
hit rate
40%
mean α
-0.76%
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: 40% hit rate, -0.76% mean alpha, trader score -1.25. Their last-14d mentions, direction-adjusted, have moved -4.7% since posting (mean over 6 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | PLTR | @ID_Research_ | +0.40 | Author says they are starting to understand the Palantir thesis positively. | — | tweet ↗ |
| 2026-07-02 | MELI | @ID_Research_ | +0.35 | Announces upcoming full investment thesis on Mercado Libre, framed as more than Amazon in LatAm. | — | tweet ↗ |
| 2026-07-01 | META | @ID_Research_ | +0.60 | Spanish recap says META +10% happened within two weeks as expected. | -4.9% | tweet ↗ |
| 2026-07-01 | FTNT | @ID_Research_ | -0.15 | Spanish tweet questions Fortinet among semiconductor companies, stance limited by chart context. | -1.7% | tweet ↗ |
| 2026-06-26 | FIG | @ID_Research_ | +0.55 | Says Figma is the SaaS by-seat name that most interests them and market still misunderstands it. | · | tweet ↗ |
| 2026-06-25 | TMDX | @ID_Research_ | +0.75 | Says TMDX recovered half the drop and duplicating position at $64 will be a top decision. | -11.4% | tweet ↗ |
| 2026-06-24 | FIG | @ID_Research_ | +0.60 | Says Figma keeps eating Adobe vertical by vertical and Adobe faces disruption risk. | · | tweet ↗ |
| 2026-06-24 | ADBE | @ID_Research_ | -0.45 | Says Figma keeps eating Adobe vertical by vertical and Adobe faces disruption risk. | +11.8% | tweet ↗ |
| 2026-06-24 | META | @ID_Research_ | +0.85 | I just bought META — Author explicitly says they just bought META and has a target in subscriber article. | +4.5% | tweet ↗ |
| 2026-06-23 | NFLX | @ID_Research_ | -0.20 | Says market dislikes NFLX whether it buys Warner or not Roku. | +6.6% | tweet ↗ |
| 2026-06-21 | SAF | @ID_Research_ | +0.70 | Bullish long-term Safran thesis with asymmetry, margin upside and 2031 targets. | · | 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.