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
+0.77
hit rate
35%
mean α
+0.85%
signals 14d
6

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, +0.85% mean alpha, trader score +0.77. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 2 mentions with price data).

Recent signals6receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28NOW@QuantaraMoose+0.60Microphone-drop emoji conveys a triumphant positive reaction to NOW—
2026-08-28VST@QuantaraMoose+0.70Added more VST to the portfolio — Explicitly states that more VST was added to the author's portfolio—
2026-08-28NVDA@QuantaraMoose+0.15Started VST at starter size and will add if the position begins working — New VST position backed by growth, buybacks, AI-power demand and valuation evidence—
2026-08-28VST@QuantaraMoose+0.75Started VST at starter size and will add if the position begins working — New VST position backed by growth, buybacks, AI-power demand and valuation evidence—
2026-08-26ELF@QuantaraMoose+0.55States that the author did not trim ELF and continues holding the position.-2.7%
2026-08-18NFLX@QuantaraMoose+0.75Discloses adding NFLX on a dip with a valuation and earnings-growth thesis.+5.1%

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.