Author

@qualtrim qualtrim

grade Bx.com/qualtrim ↗

Data-driven quality-compounder bull tracking mega-cap fundamentals versus valuation

Publishes ticker'd fundamental snapshots and valuation argum

trader score
+1.61
hit rate
65%
mean α
+1.16%
signals 14d
39

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: 65% hit rate, +1.16% mean alpha, trader score +1.61. Their last-14d mentions, direction-adjusted, have moved +1.8% since posting (mean over 37 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28META@qualtrim+0.55States Meta trades 33% below its normalized 10-year valuation multiple.—
2026-08-28UBER@qualtrim+0.70Presents a $166 Q1 2029 valuation case based on Ackman's EPS-growth projection and a 20x multiple.—
2026-08-27NVDA@qualtrim+0.55NVDA data-center revenue reached $89B, with ACIE growing 138% and comprising about 45% of client allocation.-4.6%
2026-08-27CRWD@qualtrim+0.35States CrowdStrike compounded 53.3% annually across 34 quarters since its IPO.-4.2%
2026-08-27CRM@qualtrim+0.40Shows Salesforce EPS nearly doubled while its P/E compressed from 39x to 18x, implying improved value.+1.6%
2026-08-26NVDA@qualtrim+0.65States Nvidia generated more FCF in 12 months than Mastercard did cumulatively since 2015.+3.8%
2026-08-26MA@qualtrim+0.00States Nvidia generated more FCF in 12 months than Mastercard did cumulatively since 2015.-0.5%
2026-08-26NVDA@qualtrim+0.70Highlights Nvidia's 111% EPS growth and 18x forward multiple as a favorable growth-valuation combination.+3.8%
2026-08-26MELI@qualtrim+0.40Reports nearly 30% annual growth in MercadoLibre fintech monthly active users since 2023.+0.8%
2026-08-26GOOG@qualtrim+0.60Uses AI Mode users and token-processing growth to rebut the bearish Google narrative.+1.1%
2026-08-26GOOGL@qualtrim+0.60Uses AI Mode users and token-processing growth to rebut the bearish Google narrative.+1.3%
2026-08-25AMZN@qualtrim+0.65Highlights Amazon's roughly 78% retail-media share as evidence of market dominance.+2.1%
2026-08-25GOOG@qualtrim+0.60Google Cloud CEO says committed customers spend about 50% more while backlog grew 375% YoY.-0.1%
2026-08-25GOOGL@qualtrim+0.60Google Cloud CEO says committed customers spend about 50% more while backlog grew 375% YoY.-0.1%
2026-08-25MA@qualtrim+0.60Quantifies Mastercard's 15-year revenue, cash-flow, dividend and share-count performance.-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.