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
-1.17
hit rate
25%
mean α
-0.82%
signals 14d
44
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: 25% hit rate, -0.82% mean alpha, trader score -1.17. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 24 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @MichaelKudrna | · | States that restaurants in Schaumburg, Illinois faced a 12.25% rate as of last August. | · | tweet ↗ |
| 2026-10-14 | · | @MichaelKudrna | · | Author argues government policy favors concentrated corporations over small-business ownership. | · | tweet ↗ |
| 2026-10-14 | · | @MichaelKudrna | · | Author argues large businesses can outlast cost pressure while independents suffer disproportionately. | · | tweet ↗ |
| 2026-10-14 | · | @MichaelKudrna | · | Author warns conditions favor survival of the fittest and urges defensiveness. | · | tweet ↗ |
| 2026-10-14 | · | @MichaelKudrna | · | Author argues rising electricity, rent, insurance, and security costs threaten small-business formation. | · | tweet ↗ |
| 2026-10-14 | · | @MichaelKudrna | · | Reports the author's electricity expense has risen 50% in two years. | · | tweet ↗ |
| 2026-10-14 | · | @MichaelKudrna | · | Expects persistent insurance, rent and electricity inflation. | · | tweet ↗ |
| 2026-10-14 | · | @MichaelKudrna | · | Aggressive promotions are presented as evidence retail chains hold excess holiday inventory. | · | tweet ↗ |
| 2026-10-14 | ASTS | @MichaelKudrna | -0.25 | Says ASTS needs to recover roughly $66 to repair momentum after a technical breakdown. | -5.6% | tweet ↗ |
| 2026-10-14 | · | @MichaelKudrna | · | Highlights wage-driven cost inflation in food service. | · | tweet ↗ |
| 2026-10-14 | · | @MichaelKudrna | · | Reports hotter-than-expected CPI, rising hike odds and negative index futures. | · | tweet ↗ |
| 2026-10-13 | WING | @MichaelKudrna | -0.20 | Mocking criticism of Wingstop executives implies dissatisfaction with management. | -4.9% | tweet ↗ |
| 2026-10-13 | · | @MichaelKudrna | · | Trimming and closing positions ahead of CPI due to hot-inflation risk. — Author is reducing exposure before CPI, expecting renewed rate-hike talk and market volatility. | · | tweet ↗ |
| 2026-10-13 | DPZ | @MichaelKudrna | -0.65 | Argues weak profit, openings and comps validate the short thesis despite potential covering rallies. | +5.9% | tweet ↗ |
| 2026-10-13 | DPZ | @MichaelKudrna | -0.65 | Argues coupons failed to generate real sales growth as pricing exceeded comps and tickets declined. | +5.9% | 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.