Author

@MrMojoRisinX MrMojoRisinX

Sophisticated anon PM dissecting merger-arb and special-situation deal mechanics

Analyzes event-driven, merger-arb, activist and special-situ

trader score
-0.23
hit rate
40%
mean α
-0.14%
signals 14d
48

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: 40% hit rate, -0.14% mean alpha, trader score -0.23. Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 23 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@MrMojoRisinX·Questions whether evidence supports adult-use cannabis rescheduling despite a positively skewed probability.·
2026-08-27·@MrMojoRisinX·Explains BHF calendar-call-spread versus short-stock payoff structures and quoted spread ranges.·
2026-08-27WDAY@MrMojoRisinX+0.30Says Elliott's $2B Workday investment initiated events and produced gains on both sides.+5.8%
2026-08-27CYTK@MrMojoRisinX-0.70Criticizes CYTK management for rejecting buyers and activists while insiders sold shares.-7.5%
2026-08-27MSOS@MrMojoRisinX+0.00Argues MSOS fund flows have no predictive signal for the scope of cannabis rescheduling.+3.3%
2026-08-27·@MrMojoRisinX·Explains the generic convertible-arbitrage strategy of owning converts and shorting stock.·
2026-08-27MRNA@MrMojoRisinX-0.35Reports Moderna's proposed $2.0B convertible senior-notes placement, potentially $2.3B.-3.3%
2026-08-25TRLV@MrMojoRisinX+0.10Detailed cannabis framework sees a major sector catalyst but limited scalable buying and squeeze mechanics above $7-$7.50.·
2026-08-25MSOX@MrMojoRisinX+0.05Detailed cannabis framework sees a major sector catalyst but limited scalable buying and squeeze mechanics above $7-$7.50.·
2026-08-25MSOS@MrMojoRisinX+0.20Detailed cannabis framework sees a major sector catalyst but limited scalable buying and squeeze mechanics above $7-$7.50.+1.4%
2026-08-25GLAS@MrMojoRisinX+0.15Detailed cannabis framework sees a major sector catalyst but limited scalable buying and squeeze mechanics above $7-$7.50.·
2026-08-25CURA@MrMojoRisinX+0.15Detailed cannabis framework sees a major sector catalyst but limited scalable buying and squeeze mechanics above $7-$7.50.·
2026-08-25DKS@MrMojoRisinX+0.10DKS is described as a crowded hedge-fund holding across multiple investment styles.+8.7%
2026-08-25WD@MrMojoRisinX-0.65Falling estimates and earnings power undermine WD's cheap-multiple thesis after a 55% decline.·
2026-08-24MSOS@MrMojoRisinX-0.15Makes a critical distinction about MSOS operators selling THC hemp beverages under a legal loophole.+2.0%

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.