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
+2.77
hit rate
80%
mean α
+1.05%
signals 14d
4
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: 80% hit rate, +1.05% mean alpha, trader score +2.77. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 2 mentions with price data).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | MCD | @MichaelKudrna | -0.15 | Dismisses McDonald's characterization of a beverage as a latte. | -0.7% | tweet ↗ |
| 2026-08-26 | UMICH | @MichaelKudrna | -0.50 | Weak real-income expectations and depleted savings are framed as a worsening outlook for restaurant demand. | · | tweet ↗ |
| 2026-08-20 | MCD | @MichaelKudrna | +0.25 | Uses MCD as evidence that review scores do not determine restaurant profitability or operating quality. | -1.5% | tweet ↗ |
| 2026-08-19 | · | @MichaelKudrna | · | Offers a constructive general view that careful prompting makes AI more useful. | · | 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.