Author
@MattJMcClintock MattJMcClintock
grade Ax.com/MattJMcClintock ↗
Named athletic-apparel specialist writing deep bottom-up theses on LULU, Nike, Adidas
Publishes long-form fundamental research and post-earnings t
trader score
+0.71
hit rate
60%
mean α
+0.15%
signals 14d
54
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: 60% hit rate, +0.15% mean alpha, trader score +0.71. Their last-14d mentions, direction-adjusted, have moved -2.0% since posting (mean over 41 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | WSM | @MattJMcClintock | +0.35 | Author says WSM leadership has earned greater respect, expressing an improved company view. | · | tweet ↗ |
| 2026-10-16 | GOOS | @MattJMcClintock | -0.70 | Channel checks challenge GOOS's year-round luxury thesis and show weak non-outerwear distribution. | · | tweet ↗ |
| 2026-10-16 | GOOS | @MattJMcClintock | -0.45 | Author questions GOOS's business model and criticizes its product pricing. | · | tweet ↗ |
| 2026-10-16 | NKE | @MattJMcClintock | +0.45 | Author praises Converse Japan and argues its successful model could be replicated domestically. | +0.5% | tweet ↗ |
| 2026-10-16 | NKE | @MattJMcClintock | +0.50 | Author says Converse could become huge if operated like its Japanese business. | +0.5% | tweet ↗ |
| 2026-10-14 | NKE | @MattJMcClintock | +0.15 | Reports that Dave Denton is already making significant unpublicized changes at Nike. | +5.7% | tweet ↗ |
| 2026-10-14 | ATZ.TO | @MattJMcClintock | +0.50 | Says strong store traffic supports the sustainability of Aritzia's recent earnings. | · | tweet ↗ |
| 2026-10-14 | DKS | @MattJMcClintock | +0.35 | Calls related news evidence that DKS leader Ed Stack may be able to fix Foot Locker. | +5.6% | tweet ↗ |
| 2026-10-13 | NKE | @MattJMcClintock | -0.50 | Says Nike's Hong Kong underperformance stands out despite the city's Western-brand orientation. | +5.6% | tweet ↗ |
| 2026-10-13 | NKE | @MattJMcClintock | -0.70 | Criticizes Nike's weak Hong Kong retail presence and longstanding China problem. | +5.6% | tweet ↗ |
| 2026-10-13 | NKE | @MattJMcClintock | -0.45 | Suggests Nike has conceded apparel share and could itself become an acquisition target. | +5.6% | tweet ↗ |
| 2026-10-13 | URBN | @MattJMcClintock | +0.20 | Observed poor Nike placement behind competing brands at Nordstrom's NYC flagship. | +2.0% | tweet ↗ |
| 2026-10-13 | NKE | @MattJMcClintock | -0.70 | Observed poor Nike placement behind competing brands at Nordstrom's NYC flagship. | +5.6% | tweet ↗ |
| 2026-10-13 | · | @MattJMcClintock | · | Criticizes sell-side research for using point observations where time series are needed. | · | tweet ↗ |
| 2026-10-13 | · | @MattJMcClintock | · | Calls most sell-side consumer surveys biased while endorsing one survey as credible. | · | 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.