Author
@MichaelKudrna MichaelKudrna
grade Ax.com/MichaelKudrna ↗
Bottom-up restaurant/QSR analyst fusing unit economics with a stagflation macro lens
Writes detailed fundamental theses on restaurant and QSR equ
trader score
+2.21
hit rate
55%
mean α
+1.93%
signals 14d
30
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: 55% hit rate, +1.93% mean alpha, trader score +2.21. Their last-14d mentions, direction-adjusted, have moved +4.3% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | VIX | @MichaelKudrna | -0.45 | Weak jobs data supports rate-cut hopes without recession panic; stocks green and VIX crushed. | · | tweet ↗ |
| 2026-07-01 | · | @MichaelKudrna | · | Weak jobs print could confirm growth fears; big miss becomes a growth scare. | · | tweet ↗ |
| 2026-07-01 | · | @MichaelKudrna | · | Bond selloff and 10yr at 4.47% seen bracing for hot NFP; soft payrolls could spark violent reaction. | · | tweet ↗ |
| 2026-06-29 | SBUX | @MichaelKudrna | +0.00 | Author says Sweetgreen turnaround has real structural fixes but demand and profitability issues remain. | +0.2% | tweet ↗ |
| 2026-06-29 | SG | @MichaelKudrna | -0.35 | Author says Sweetgreen turnaround has real structural fixes but demand and profitability issues remain. | +2.6% | tweet ↗ |
| 2026-06-29 | AMZN | @MichaelKudrna | +0.00 | Author says Sweetgreen turnaround has real structural fixes but demand and profitability issues remain. | +1.1% | tweet ↗ |
| 2026-06-29 | CMG | @MichaelKudrna | +0.00 | Author says Sweetgreen turnaround has real structural fixes but demand and profitability issues remain. | +7.3% | tweet ↗ |
| 2026-06-28 | · | @MichaelKudrna | · | Argues NYC rent freeze squeezes landlords into distress sales. | · | tweet ↗ |
| 2026-06-28 | · | @MichaelKudrna | · | Says restaurant loses money at 700k sales against 12k rent. | · | tweet ↗ |
| 2026-06-28 | · | @MichaelKudrna | · | Restaurant deal terms cited as unattractive: 12k monthly rent, 700k sales, 200k price. | · | tweet ↗ |
| 2026-06-27 | · | @MichaelKudrna | · | Predicts Korean food becomes a major US food category. | · | tweet ↗ |
| 2026-06-27 | · | @MichaelKudrna | · | Argues online operators are underpaid and central to revenue. | · | tweet ↗ |
| 2026-06-27 | · | @MichaelKudrna | · | Argues AI use skill is the moat, citing client sales and SEO outcomes. | · | tweet ↗ |
| 2026-06-26 | · | @MichaelKudrna | · | Criticizes record spending, debt, money supply growth, and fiscal mismanagement. | · | tweet ↗ |
| 2026-06-26 | · | @MichaelKudrna | · | Sales tax burden framed as hurting restaurant and retail consumer perception. | · | 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.