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
+0.08
hit rate
60%
mean α
+0.06%
signals 14d
43
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, +0.06% mean alpha, trader score +0.08. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 25 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | HEI | @invest091 | +0.00 | Identifies accounting issues that can obscure underlying economics across three firms. | · | tweet ↗ |
| 2026-10-15 | WM | @invest091 | +0.00 | Identifies accounting issues that can obscure underlying economics across three firms. | +6.8% | tweet ↗ |
| 2026-10-15 | SNOW | @invest091 | -0.10 | Identifies accounting issues that can obscure underlying economics across three firms. | -2.9% | tweet ↗ |
| 2026-10-15 | STX | @invest091 | +0.45 | STX stands out on a screener combining price, business and analyst momentum. | -8.7% | tweet ↗ |
| 2026-10-14 | ASML | @invest091 | +0.35 | Reports ASML sold 113 lithography systems in Q3, its best total in nearly two years. | -4.7% | tweet ↗ |
| 2026-10-14 | AAPL | @invest091 | +0.00 | Says APP navigated Apple's privacy changes well while questioning its platform-data dependence. | +1.4% | tweet ↗ |
| 2026-10-14 | APP | @invest091 | +0.35 | Says APP navigated Apple's privacy changes well while questioning its platform-data dependence. | -0.7% | tweet ↗ |
| 2026-10-14 | TYL | @invest091 | +0.15 | Models roughly 10% annual returns at 349 and a 12% hurdle price near 320. | · | tweet ↗ |
| 2026-10-13 | KMLM | @invest091 | +0.40 | Recommends an ETF program and discloses ownership of CTA and KMLM. | · | tweet ↗ |
| 2026-10-13 | DBMF | @invest091 | +0.20 | Recommends an ETF program and discloses ownership of CTA and KMLM. | · | tweet ↗ |
| 2026-10-13 | CTA | @invest091 | +0.40 | Recommends an ETF program and discloses ownership of CTA and KMLM. | · | tweet ↗ |
| 2026-10-13 | WCN | @invest091 | +0.00 | Glassdoor comparison is presented as favorable for WM against peers. | · | tweet ↗ |
| 2026-10-13 | WM | @invest091 | +0.35 | Glassdoor comparison is presented as favorable for WM against peers. | +13.0% | tweet ↗ |
| 2026-10-13 | RSG | @invest091 | +0.00 | Glassdoor comparison is presented as favorable for WM against peers. | · | tweet ↗ |
| 2026-10-12 | FICO | @invest091 | +0.25 | Author argues recent policy news attacks FICO's pricing-growth engine but not its durable moat. | +10.2% | 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.