Author
@leevalueroach leevalueroach
grade Ax.com/leevalueroach ↗
Forensic deep-value microcap hunter digging hidden value out of neglected OTC names
Publishes original bottom-up deep value theses on obscure mi
trader score
-2.77
hit rate
25%
mean α
-3.73%
signals 14d
21
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: 25% hit rate, -3.73% mean alpha, trader score -2.77. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @leevalueroach | · | Uses Peter Lynch examples to argue structurally uncovered, uncategorizable companies can remain mispriced. | · | tweet ↗ |
| 2026-08-28 | · | @leevalueroach | · | Discloses ownership of illiquid businesses and indifference to a rate-driven market selloff. | · | tweet ↗ |
| 2026-08-28 | · | @leevalueroach | · | May re-establish the unnamed deep-value position after the buyout rumor fades. — Expresses forward intent to re-enter an unnamed former holding, but the ticker requires missing thread context. | · | tweet ↗ |
| 2026-08-28 | PYPL | @leevalueroach | +0.75 | Plans to buy PYPL again after the failed buyout-driven selloff. — Explicit forward buy intent supported by enterprise value, free cash flow and yield estimates. | — | tweet ↗ |
| 2026-08-27 | · | @leevalueroach | · | Describes severe local affordability damage from inflation. | · | tweet ↗ |
| 2026-08-27 | BAC | @leevalueroach | -0.30 | Mocks Bank of America's view due to underwater low-yield bond holdings. | +1.9% | tweet ↗ |
| 2026-08-27 | · | @leevalueroach | · | Presents revolver capacity exceeding market cap as a deep-value stock screen. | · | tweet ↗ |
| 2026-08-26 | · | @leevalueroach | · | Lists strong nanocap fundamentals but leaves the company unidentified and asks whether it is a trap. | · | tweet ↗ |
| 2026-08-25 | MILFF | @leevalueroach | +0.60 | Reports MILFF rising sharply during the session. | · | tweet ↗ |
| 2026-08-24 | · | @leevalueroach | · | Unnamed nano-cap posted improving revenue and profitability while its CEO bought shares in the open market. | · | tweet ↗ |
| 2026-08-24 | · | @leevalueroach | · | Author predicts hyperinflation and advocates gold and assets outside the taxable financial system. | · | tweet ↗ |
| 2026-08-24 | · | @leevalueroach | · | Own commodities. — Explicitly advocates holding commodities. | · | tweet ↗ |
| 2026-08-23 | · | @leevalueroach | · | Explains a liquidation-value strategy for companies trading below conservatively adjusted net assets. | · | tweet ↗ |
| 2026-08-22 | · | @leevalueroach | · | Says Treasury buybacks failed to contain long-term yields and concludes policymakers lost bond-market control. | · | tweet ↗ |
| 2026-08-21 | BTC | @leevalueroach | +0.35 | Uses Bitcoin at $77,000 to express a contrarian preference for hated assets. | · | 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.