Author

@QuantaraMoose QuantaraMoose

grade Bx.com/QuantaraMoose ↗

Named long-only concentrated quality-compounder investor; SaaS/consumer conviction, stay-the-course preacher

Posts bottom-up fundamental theses on a small basket of high

trader score
+1.96
hit rate
70%
mean α
+1.36%
signals 14d
13

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: 70% hit rate, +1.36% mean alpha, trader score +1.96. Their last-14d mentions, direction-adjusted, have moved +3.8% since posting (mean over 13 mentions with price data).

Recent signals13receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-30NKE@QuantaraMoose-0.85Strongly bearish on NKE quarterly chart and sees carnage lasting at least a few quarters.+7.4%
2026-06-29NOW@QuantaraMoose+0.40Reports buying NOW at $88.65 and being up 14% three days later.+6.4%
2026-06-28NFLX@QuantaraMoose+0.60start or restart positions in listed quality names — States intent to start/restart positions with long-term theses and risk/reward.+5.2%
2026-06-28HD@QuantaraMoose+0.35start or restart positions in listed quality names — States intent to start/restart positions with long-term theses and risk/reward.+2.6%
2026-06-28GEV@QuantaraMoose+0.75start or restart positions in listed quality names — States intent to start/restart positions with long-term theses and risk/reward.+6.5%
2026-06-28CELH@QuantaraMoose+0.65start or restart positions in listed quality names — States intent to start/restart positions with long-term theses and risk/reward.+11.1%
2026-06-28MELI@QuantaraMoose+0.70start or restart positions in listed quality names — States intent to start/restart positions with long-term theses and risk/reward.+5.3%
2026-06-26NOW@QuantaraMoose+0.30Author says NOW is so far so good.+8.1%
2026-06-25NOW@QuantaraMoose+0.90Doubled my NOW position; going parabolic sooner — Author says they doubled NOW position and expects parabolic move.+18.8%
2026-06-24HD@QuantaraMoose-0.20Author says they exited AMZN and HD fully and trimmed OSCR to raise cash.+4.4%
2026-06-24AMZN@QuantaraMoose-0.20Author says they exited AMZN and HD fully and trimmed OSCR to raise cash.+3.6%
2026-06-24OSCR@QuantaraMoose-0.10Author says they exited AMZN and HD fully and trimmed OSCR to raise cash.+10.4%
2026-06-23NOW@QuantaraMoose+0.65Calls NOW below $110 a bargain.+10.8%

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.