Author
@pitdesi
grade Cx.com/pitdesi ↗
Sheel Mohnot is a fintech/vertical-AI seed investor with a large audience and occasional fintech/public-company commentary, but the feed is mostly VC, startups, policy, and general
trader score
-1.81
hit rate
35%
mean α
-0.80%
signals 14d
8
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: 35% hit rate, -0.80% mean alpha, trader score -1.81. Their last-14d mentions, direction-adjusted, have moved -4.0% since posting (mean over 5 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | BSP | @pitdesi | +0.30 | Reports Berkshire's $1.3B BSP position and a $330M private-placement purchase at $33 per share. | -17.5% | tweet ↗ |
| 2026-10-13 | AAPL | @pitdesi | -0.35 | Criticizes Amazon's historic Alexa losses and says Apple's Siri still performs poorly. | +1.9% | tweet ↗ |
| 2026-10-13 | AMZN | @pitdesi | -0.35 | Criticizes Amazon's historic Alexa losses and says Apple's Siri still performs poorly. | -4.1% | tweet ↗ |
| 2026-10-10 | COIN | @pitdesi | -0.75 | Criticizes Coinbase withdrawal UX and fees while favorably comparing Robinhood. | -8.3% | tweet ↗ |
| 2026-10-10 | HOOD | @pitdesi | +0.35 | Criticizes Coinbase withdrawal UX and fees while favorably comparing Robinhood. | -12.8% | tweet ↗ |
| 2026-10-09 | · | @pitdesi | · | Questions Starlink's India adoption given the large affordability gap versus local internet. | · | tweet ↗ |
| 2026-10-09 | · | @pitdesi | · | Argues contextual AI assistants will disrupt online travel agencies and their fee pool. | · | tweet ↗ |
| 2026-10-08 | · | @pitdesi | · | Notes major venture firms are increasing fund size, signaling a changed venture-capital environment. | · | 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.