Author
@invest091 invest091
grade Bx.com/invest091 ↗
Disciplined quality-compounder analyst with self-built DCFs, comps, and transparent positions
Researches and writes up long-term quality-compounder ideas,
trader score
-1.85
hit rate
30%
mean α
-0.66%
signals 14d
37
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: 30% hit rate, -0.66% mean alpha, trader score -1.85. Their last-14d mentions, direction-adjusted, have moved -2.5% since posting (mean over 18 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MA | @invest091 | +0.50 | Shows MA's multi-year quarterly free-cash-flow trend remains strong. | — | tweet ↗ |
| 2026-08-27 | EVVTY | @invest091 | +0.10 | Provides a quantitative Q3 earnings checklist and guidance items to monitor. | · | tweet ↗ |
| 2026-08-27 | EVO | @invest091 | +0.10 | Provides a quantitative Q3 earnings checklist and guidance items to monitor. | -3.0% | tweet ↗ |
| 2026-08-27 | VEEV | @invest091 | +0.65 | Celebrates VEEV reaching $287 after an earlier bullish podcast thesis. | -1.9% | tweet ↗ |
| 2026-08-26 | NSSC | @invest091 | +0.45 | Interested in buying NSSC in the low $30s. — States a concrete prospective entry region after reviewing ARR growth. | · | tweet ↗ |
| 2026-08-26 | KRMN | @invest091 | +0.10 | Previews an upcoming investment memo and valuation model for KRMN | -5.8% | tweet ↗ |
| 2026-08-26 | NVDA | @invest091 | +0.60 | Reports revenue and earnings beats across all three reporting holdings | +3.8% | tweet ↗ |
| 2026-08-26 | WSM | @invest091 | +0.60 | Reports revenue and earnings beats across all three reporting holdings | · | tweet ↗ |
| 2026-08-26 | VEEV | @invest091 | +0.60 | Reports revenue and earnings beats across all three reporting holdings | +13.0% | tweet ↗ |
| 2026-08-26 | WSM | @invest091 | +0.65 | Reports a strong Q2 comp and raised revenue and operating-margin guidance | · | tweet ↗ |
| 2026-08-26 | · | @invest091 | · | Argues managed futures can diversify stock portfolios when bonds are absent | · | tweet ↗ |
| 2026-08-25 | IDXX | @invest091 | +0.25 | Notes management believes its growth framework does not require veterinary visits to recover first. | · | tweet ↗ |
| 2026-08-24 | · | @invest091 | · | Defines a quantitative framework for selecting durable hypergrowth companies. | · | tweet ↗ |
| 2026-08-22 | IPAR | @invest091 | -0.20 | Flags Lacoste's 19% Q2 sales decline after strong 2025 growth as likely normalization but worth watching. | · | tweet ↗ |
| 2026-08-21 | IPAR | @invest091 | +0.00 | Describes compiling IPAR brand-level net-sales data from 2019 through 2025. | · | 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.