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
-0.85
hit rate
50%
mean α
-0.64%
signals 14d
42
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, -0.64% mean alpha, trader score -0.85. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 32 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | STZ | @longriverCM | +0.25 | Playful positive endorsement of the alcoholic-beverage company. | · | tweet ↗ |
| 2026-08-27 | NVDA | @longriverCM | -0.50 | Uses Buffett quotes about fabricated numbers and opaque footnotes to question NVDA reporting. | -4.6% | tweet ↗ |
| 2026-08-27 | AFRM | @longriverCM | +0.35 | Frames fintech growth as both genuine disruption and a warning of rising consumer financial strain. | +0.3% | tweet ↗ |
| 2026-08-27 | CHYM | @longriverCM | +0.35 | Frames fintech growth as both genuine disruption and a warning of rising consumer financial strain. | -0.5% | tweet ↗ |
| 2026-08-27 | TWI | @longriverCM | +0.75 | Added to HHH, TWI and INTR today at lower prices. — Explicitly reports adding to three positions and endorses buying at lower cost. | · | tweet ↗ |
| 2026-08-27 | INTR | @longriverCM | +0.75 | Added to HHH, TWI and INTR today at lower prices. — Explicitly reports adding to three positions and endorses buying at lower cost. | +0.0% | tweet ↗ |
| 2026-08-27 | HHH | @longriverCM | +0.75 | Added to HHH, TWI and INTR today at lower prices. — Explicitly reports adding to three positions and endorses buying at lower cost. | · | tweet ↗ |
| 2026-08-26 | GBX | @longriverCM | +0.70 | Bull thesis combines railcar-cycle upside, recurring leases, and modest valuation | · | tweet ↗ |
| 2026-08-25 | MTZ | @longriverCM | +0.75 | Discloses a new small MTZ position backed by backlog, guidance, margin and infrastructure-spending analysis. | -2.4% | tweet ↗ |
| 2026-08-25 | DKS | @longriverCM | -0.60 | Calls DKS free-falling and questions broader economic strength. | +8.7% | tweet ↗ |
| 2026-08-24 | LULU | @longriverCM | +0.55 | Remain bullish JD and PDD; add TME, MTZ and LULU. — States continued bullishness and explicitly reports adding three positions. | -1.6% | tweet ↗ |
| 2026-08-24 | PDD | @longriverCM | +0.60 | Remain bullish JD and PDD; add TME, MTZ and LULU. — States continued bullishness and explicitly reports adding three positions. | -1.6% | tweet ↗ |
| 2026-08-24 | TME | @longriverCM | +0.55 | Remain bullish JD and PDD; add TME, MTZ and LULU. — States continued bullishness and explicitly reports adding three positions. | · | tweet ↗ |
| 2026-08-24 | MTZ | @longriverCM | +0.55 | Remain bullish JD and PDD; add TME, MTZ and LULU. — States continued bullishness and explicitly reports adding three positions. | -5.6% | tweet ↗ |
| 2026-08-24 | JD | @longriverCM | +0.70 | Remain bullish JD and PDD; add TME, MTZ and LULU. — States continued bullishness and explicitly reports adding three positions. | -1.6% | 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.