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
-0.02
hit rate
45%
mean α
-0.01%
signals 14d
67
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: 45% hit rate, -0.01% mean alpha, trader score -0.02. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 30 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @LOGOinvestor | · | Warns current policy will isolate U.S. corporations and cause economic pain over two years. | · | tweet ↗ |
| 2026-08-26 | NOW | @LOGOinvestor | +0.65 | Rejects the software-is-dead thesis and argues AI will create new growth opportunities for CRM and NOW. | +15.0% | tweet ↗ |
| 2026-08-26 | CRM | @LOGOinvestor | +0.55 | Rejects the software-is-dead thesis and argues AI will create new growth opportunities for CRM and NOW. | +24.5% | tweet ↗ |
| 2026-08-25 | · | @LOGOinvestor | · | Concludes a thread by arguing U.S. pressure will deepen isolation and Iran will resist. | · | tweet ↗ |
| 2026-08-25 | · | @LOGOinvestor | · | Introduces a thread segment about financial repression and its policy tools. | · | tweet ↗ |
| 2026-08-25 | · | @LOGOinvestor | · | Favors Druckenmiller's policy view over a short-term election strategy. | · | tweet ↗ |
| 2026-08-25 | · | @LOGOinvestor | · | Frames Treasury operations as temporary rate containment that cannot overcome fiscal reality. | · | tweet ↗ |
| 2026-08-25 | · | @LOGOinvestor | · | Argues U.S. actions are damaging the major U.S.-Canada trading relationship. | · | tweet ↗ |
| 2026-08-25 | DKS | @LOGOinvestor | -0.45 | Mocks Dick's acquisition of Foot Locker as a poor transaction. | +8.7% | tweet ↗ |
| 2026-08-25 | DKS | @LOGOinvestor | -0.65 | Calls the Foot Locker acquisition evidence of management incompetence that damages fundamentals. | +8.7% | tweet ↗ |
| 2026-08-25 | · | @LOGOinvestor | · | Warns aggressive U.S. policy is isolating America and increasing geopolitical danger. | · | tweet ↗ |
| 2026-08-24 | BNO | @LOGOinvestor | +0.65 | Warns Iran may attack energy assets, creating chaos and higher oil prices. | -2.5% | tweet ↗ |
| 2026-08-24 | USO | @LOGOinvestor | +0.65 | Warns Iran may attack energy assets, creating chaos and higher oil prices. | -1.9% | tweet ↗ |
| 2026-08-21 | · | @LOGOinvestor | · | Argues bonds are now a wasting asset because their former returns and stock diversification have disappeared. | · | tweet ↗ |
| 2026-08-21 | · | @LOGOinvestor | · | Buy more of the unnamed favored stock next week. — Explicitly plans to own more next week but does not identify the company. | · | 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.