Author

@longriverCM longriverCM

grade Bx.com/longriverCM ↗

Disciplined value stock-picker blending bottom-up fundamentals with super-investor 13F tracking

Posts real-time, tickered value and special-situations inves

trader score
-0.35
hit rate
40%
mean α
-0.15%
signals 14d
62

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: 40% hit rate, -0.15% mean alpha, trader score -0.35. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 49 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16NVDA@longriverCM+0.80Explicitly expresses bullish sentiment on Nvidia.-1.5%
2026-10-15PDD@longriverCM+0.75Argues PDD's supply-chain advantage, cash and low valuation leave Temu optionality underpriced.-4.1%
2026-10-15CPRT@longriverCM+0.60Encourages fellow Copart bulls and implies recent weakness was an opportunity to add.+4.5%
2026-10-15SBUX@longriverCM-0.20Questions merger value and prefers both companies prove standalone economics before combining.+4.0%
2026-10-15CMG@longriverCM-0.15Questions merger value and prefers both companies prove standalone economics before combining.-10.0%
2026-10-14PDD@longriverCM+0.45Argues PDD retains a structural cost advantage despite maturing domestic growth and competitive pressure.-3.0%
2026-10-14JD@longriverCM-0.20Argues PDD retains a structural cost advantage despite maturing domestic growth and competitive pressure.-4.9%
2026-10-14PGR@longriverCM+0.15Discloses a sizable PGR position near $190 while cautiously assessing mixed earnings quality.+6.8%
2026-10-14LEN@longriverCM+0.20Highlights Greg Abel's reported purchases of Google, Lennar and Bending Spoons shares.+15.5%
2026-10-14BSP@longriverCM+0.25Highlights Greg Abel's reported purchases of Google, Lennar and Bending Spoons shares.-17.5%
2026-10-14GOOGL@longriverCM+0.20Highlights Greg Abel's reported purchases of Google, Lennar and Bending Spoons shares.-7.9%
2026-10-14LEN@longriverCM-0.25Notes LEN is cheaper but expresses current bearishness on housing despite long-term recovery potential.+15.5%
2026-10-14CPNG@longriverCM+0.40Frames Korea's demographics and logistics density as potential long-term advantages for Coupang.-3.5%
2026-10-13MBC@longriverCM+0.25Presents a cautious value thesis based on normalized earnings and turnaround risk.·
2026-10-13FNMA@longriverCM+0.00Describes both names as polarizing and prone to extreme sentiment.+15.0%

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.