Author

@JakeMRuth JakeMRuth

Software engineer turned conviction GTLB/ABNB long who reasons from product experience

Posts long-term, position-disclosing fundamental theses on a

trader score
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hit rate
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mean α
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signals 14d
3

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -4.9% since posting (mean over 3 mentions with price data).

Recent signals3receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15GTLB@JakeMRuth+0.60Reports same-day portfolio gains of 6.0% in AEM and 5.2% in GTLB.+0.6%
2026-10-15AEM@JakeMRuth+0.60Reports same-day portfolio gains of 6.0% in AEM and 5.2% in GTLB.-7.3%
2026-10-15GOOG@JakeMRuth+0.70Discloses a $137 average cost and a 2.5x gain in an existing GOOG position.-8.0%

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.