Author

@origoinvest

Japan flows/valuation color

japan

trader score
-2.08
hit rate
25%
mean α
-3.65%
signals 14d
41

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 8 scored bets: 25% hit rate, -3.65% mean alpha, trader score -2.08. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 15 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02HONA@origoinvest+0.25HONA bounced from previously cited levels.·
2026-07-02·@origoinvest·Reports $60B net foreign inflows into Japanese equities in H1 2026.·
2026-07-02·@origoinvest·General advice to take profits along the way.·
2026-07-01·@origoinvest·Characterizes China's industrial strategy as centrally planned hunger games.·
2026-07-01KLAR@origoinvest+0.35Damages came in at $1.97B for KLAR, in line with author's expected value.-3.5%
2026-07-01KLAR@origoinvest+0.35KLAR up 12% premarket, described as an unpriced free option.-3.5%
2026-07-01·@origoinvest·Notes official press release showed about $2B gross value, close to expected value.·
2026-07-01KLAR@origoinvest+0.50Klarna awarded $1.97B damages vs Google; KLAR up premarket and catalyst exceeded visibility.-3.5%
2026-07-01GOOG@origoinvest-0.20Klarna awarded $1.97B damages vs Google; KLAR up premarket and catalyst exceeded visibility.-0.5%
2026-06-30HON@origoinvest+0.25HON RemainCo gains more QNT exposure, improving entry multiple for Automation.+2.7%
2026-06-30QNT@origoinvest+0.30HON RemainCo gains more QNT exposure, improving entry multiple for Automation.-8.8%
2026-06-30NOK@origoinvest+0.10ASN and submarine cables framed as AI infrastructure beneficiaries after NOK sale history.-9.1%
2026-06-30·@origoinvest·Schneider Electric acquiring Cognite for $3.1B, a large Norwegian AI/software exit.·
2026-06-30·@origoinvest·Have added some; expecting new catalysts into Q3/Q4. — Author says they added after no fundamental news and expects Q3/Q4 catalysts, but ticker is omitted.·
2026-06-30·@origoinvest·References a theme and alternative play on long grid connection queues.·

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.