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
+1.02
hit rate
65%
mean α
+0.27%
signals 14d
86
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: 65% hit rate, +0.27% mean alpha, trader score +1.02. Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 65 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NKE | @MattJMcClintock | +0.20 | Uses Nike as a favorable product-quality comparison against another brand. | — | tweet ↗ |
| 2026-08-27 | TGT | @MattJMcClintock | +0.20 | Notes Ulta's 3.8% comp trails Target beauty and expects intense competition. | -1.7% | tweet ↗ |
| 2026-08-27 | ULTA | @MattJMcClintock | -0.15 | Notes Ulta's 3.8% comp trails Target beauty and expects intense competition. | -4.2% | tweet ↗ |
| 2026-08-27 | TGT | @MattJMcClintock | +0.05 | Questions Ulta's sales advantage given 10% store growth and Target's limited openings. | -1.7% | tweet ↗ |
| 2026-08-27 | ULTA | @MattJMcClintock | -0.20 | Questions Ulta's sales advantage given 10% store growth and Target's limited openings. | -4.2% | tweet ↗ |
| 2026-08-27 | TGT | @MattJMcClintock | +0.30 | Says Ulta remains linked to Target while Target beauty is growing faster. | -1.7% | tweet ↗ |
| 2026-08-27 | ULTA | @MattJMcClintock | -0.05 | Says Ulta remains linked to Target while Target beauty is growing faster. | -4.2% | tweet ↗ |
| 2026-08-27 | LULU | @MattJMcClintock | -0.10 | Compares brands' limited or problematic presence in the referenced retail channel. | +5.1% | tweet ↗ |
| 2026-08-27 | WWW | @MattJMcClintock | -0.20 | Compares brands' limited or problematic presence in the referenced retail channel. | · | tweet ↗ |
| 2026-08-27 | URBN | @MattJMcClintock | +0.10 | Compares brands' limited or problematic presence in the referenced retail channel. | +2.9% | tweet ↗ |
| 2026-08-27 | · | @MattJMcClintock | · | Argues long-term strategic consumer investing can work despite short-term difficulty. | · | tweet ↗ |
| 2026-08-27 | NKE | @MattJMcClintock | -0.15 | Sees Vuori nearing an IPO and cites strong wholesale shelf presence versus Nike. | +3.0% | tweet ↗ |
| 2026-08-26 | · | @MattJMcClintock | · | The author criticizes persistent U.S. food inflation and ineffective policy responses. | · | tweet ↗ |
| 2026-08-26 | AMZN | @MattJMcClintock | +0.60 | Recounts a past profitable Citadel pair trade short ANF and long AMZN. | +2.4% | tweet ↗ |
| 2026-08-26 | ANF | @MattJMcClintock | -0.60 | Recounts a past profitable Citadel pair trade short ANF and long AMZN. | +0.5% | 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.