Author

@JonErlichman JonErlichman

Financial journalist posting clean, sourced historical stock-data charts and long-horizon return comparisons.

Publishes bite-sized, attributed data graphics — IPO-to-now

trader score
-0.12
hit rate
50%
mean α
-0.08%
signals 14d
32

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: 50% hit rate, -0.08% mean alpha, trader score -0.12. Their last-14d mentions, direction-adjusted, have moved -4.3% since posting (mean over 26 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02·@JonErlichman·Value investor framework about cash flow quality and long-term stock gains.·
2026-07-02·@JonErlichman·Lists estimated free cash flow growth for many companies over next 5 years.·
2026-07-02·@JonErlichman·Compares Walmart revenue in 1962 with 2026 revenue pace.·
2026-07-01SNDK@JonErlichman+0.60Lists one-year returns on $10,000 invested across major winners.-14.1%
2026-07-01STX@JonErlichman+0.50Lists one-year returns on $10,000 invested across major winners.-10.4%
2026-07-01LITE@JonErlichman+0.55Lists one-year returns on $10,000 invested across major winners.-9.1%
2026-07-01BE@JonErlichman+0.60Lists one-year returns on $10,000 invested across major winners.-6.4%
2026-07-01WDC@JonErlichman+0.55Lists one-year returns on $10,000 invested across major winners.-9.9%
2026-07-01MU@JonErlichman+0.55Lists one-year returns on $10,000 invested across major winners.-5.5%
2026-06-30MRVL@JonErlichman+0.60Lists chip stocks that have doubled or more this year with performance figures.-17.7%
2026-06-30SNDK@JonErlichman+0.60Lists chip stocks that have doubled or more this year with performance figures.-23.3%
2026-06-30ALAB@JonErlichman+0.55Lists chip stocks that have doubled or more this year with performance figures.-15.9%
2026-06-30INTC@JonErlichman+0.60Lists chip stocks that have doubled or more this year with performance figures.-13.8%
2026-06-30MU@JonErlichman+0.60Lists chip stocks that have doubled or more this year with performance figures.-15.5%
2026-06-30ARM@JonErlichman+0.60Lists chip stocks that have doubled or more this year with performance figures.-11.1%

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.