Author
@LOGOinvestor LOGOinvestor
grade Ax.com/LOGOinvestor ↗
PM-style quality-compounder investor mapping AI-concentration regime to contrarian rotation bets
Posts original fundamental theses on quality compounders plu
trader score
-0.12
hit rate
50%
mean α
-0.04%
signals 14d
77
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, -0.04% mean alpha, trader score -0.12. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 56 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | VIX | @LOGOinvestor | -0.50 | Says weekly VIX gains above 40% historically mark terminal volatility events and equity buying opportunities. | · | tweet ↗ |
| 2026-10-15 | IBKR | @LOGOinvestor | +0.65 | Argues Interactive Brokers' automation, account growth, and margin economics support further upside. | -6.7% | tweet ↗ |
| 2026-10-15 | PLD | @LOGOinvestor | +0.40 | Reports Scotiabank upgrading Prologis to Outperform with a $150 target. | · | tweet ↗ |
| 2026-10-15 | SCHW | @LOGOinvestor | +0.70 | SCHW's roughly 3% earnings dip offers a solid long entry. — Explicitly identifies Schwab's post-earnings dip as an entry, supported by record operating metrics. | -3.8% | tweet ↗ |
| 2026-10-15 | APO | @LOGOinvestor | +0.25 | Frames Blackstone as a durable financing-layer beneficiary of the AI infrastructure build-out. | +0.9% | tweet ↗ |
| 2026-10-15 | BX | @LOGOinvestor | +0.65 | Frames Blackstone as a durable financing-layer beneficiary of the AI infrastructure build-out. | +8.0% | tweet ↗ |
| 2026-10-15 | BLK | @LOGOinvestor | +0.25 | Frames Blackstone as a durable financing-layer beneficiary of the AI infrastructure build-out. | -0.2% | tweet ↗ |
| 2026-10-15 | GOOGL | @LOGOinvestor | +0.25 | Frames Blackstone as a durable financing-layer beneficiary of the AI infrastructure build-out. | -8.3% | tweet ↗ |
| 2026-10-15 | ORCL | @LOGOinvestor | +0.25 | Frames Blackstone as a durable financing-layer beneficiary of the AI infrastructure build-out. | -6.2% | tweet ↗ |
| 2026-10-15 | NVDA | @LOGOinvestor | +0.30 | Frames Blackstone as a durable financing-layer beneficiary of the AI infrastructure build-out. | -2.9% | tweet ↗ |
| 2026-10-15 | BTC | @LOGOinvestor | -0.30 | Provides a quantitative daily cross-asset recap covering AI credit, equities, rates, crypto, and commodities. | · | tweet ↗ |
| 2026-10-15 | ETH | @LOGOinvestor | -0.40 | Provides a quantitative daily cross-asset recap covering AI credit, equities, rates, crypto, and commodities. | · | tweet ↗ |
| 2026-10-15 | UNH | @LOGOinvestor | +0.30 | Provides a quantitative daily cross-asset recap covering AI credit, equities, rates, crypto, and commodities. | +2.8% | tweet ↗ |
| 2026-10-15 | TSM | @LOGOinvestor | +0.00 | Provides a quantitative daily cross-asset recap covering AI credit, equities, rates, crypto, and commodities. | -0.9% | tweet ↗ |
| 2026-10-15 | LLY | @LOGOinvestor | +0.35 | Provides a quantitative daily cross-asset recap covering AI credit, equities, rates, crypto, and commodities. | +1.7% | 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.