Author

@ondrejslunecko ondrejslunecko

Disciplined earnings-quality grader covering AI/growth names with transparent positions

Reacts to quarterly earnings with line-by-line breakdowns an

trader score
+0.61
hit rate
55%
mean α
+0.35%
signals 14d
23

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, +0.35% mean alpha, trader score +0.61. Their last-14d mentions, direction-adjusted, have moved +0.5% since posting (mean over 17 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16BSP@ondrejslunecko+0.35Interested in BSP only if it falls into the low $30s — Expresses conditional buying interest at a lower price zone-6.4%
2026-10-15TSLA@ondrejslunecko-0.30States a clear preference for Porsche over Tesla+2.7%
2026-10-14BSP@ondrejslunecko+0.30Reports Berkshire now owns 4% of BSP.-17.5%
2026-10-14BSP@ondrejslunecko+0.90BSP should exceed $130 within three years and deliver at least a 2x return. — Makes an explicit multi-year bullish price target and minimum-return forecast for BSP.-17.5%
2026-10-12BSP@ondrejslunecko+0.70Buy BSP if it falls close to $30 again. — Author explicitly recommends buying BSP near a stated conditional entry level.+19.0%
2026-10-12·@ondrejslunecko·Author argues inflation-adjusted index-fund returns are insufficient for most investors' ambitions.·
2026-10-11SPY@ondrejslunecko+0.65Reports SPY was positive one year after all 21 cited midterm cycles, averaging 15.2%.-2.4%
2026-10-10·@ondrejslunecko·Reports a portfolio being down 40% after the fact.·
2026-10-10·@ondrejslunecko·Uses Buffett's early and career returns to argue that smaller portfolios can sustain higher targets.·
2026-10-09APLD@ondrejslunecko-0.60APLD revenue surged, but operating and net losses widened sharply with heavy financing costs and dilution.-22.9%
2026-10-09·@ondrejslunecko·Criticizes a 40% two-year stock-picking return for merely matching an index fund.·
2026-10-09PEP@ondrejslunecko+0.60PEP posted 5.6% revenue growth, 19% operating-profit growth and EPS rising to $2.23.+7.8%
2026-10-08AAPL@ondrejslunecko+0.35Mentions starting with one AAPL share while describing a long-term investing track record.+2.1%
2026-10-08PLTR@ondrejslunecko+0.60Recalls past excitement when TSLA tripled and PLTR rallied toward $100.-1.0%
2026-10-08TSLA@ondrejslunecko+0.60Recalls past excitement when TSLA tripled and PLTR rallied toward $100.-0.7%

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.