Author

@ragingbullcap ragingbullcap

Deep-value special-situations modeler hunting overlooked microcaps with falsifiable valuation theses

Originates bottom-up fundamental and special-situations thes

trader score
+0.49
hit rate
45%
mean α
+0.60%
signals 14d
32

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: 45% hit rate, +0.60% mean alpha, trader score +0.49. Their last-14d mentions, direction-adjusted, have moved +4.4% since posting (mean over 13 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02RAVE@ragingbullcap+0.65Bullish thesis citing growth runway, FCF yield, cash, no debt and value-to-growth potential.·
2026-07-01·@ragingbullcap·Says Rothera exposure is a hedge against perps pressure on exchange sector.·
2026-07-01HOOD@ragingbullcap+0.30HOOD event contract volumes have grown substantially since February.+3.8%
2026-07-01MIAX@ragingbullcap+0.65Says retained 10% stake in Rothera could be immensely valuable.·
2026-07-01·@ragingbullcap·Skeptical Digi can sustain price leadership while funding capex ambitions.·
2026-06-30HOOD@ragingbullcap+0.50Defends growth, valuation, and earnings power of exchange/options business with HOOD event contract profit read-through.+12.4%
2026-06-30VBNK@ragingbullcap+0.65Bullish update on VBNK partners, Real-Time SRP program, CEO, and valuation re-rating.·
2026-06-29APP@ragingbullcap+0.20Says EVC could keep going as customers onboard and operating leverage kicks in, analogizing APP.+5.7%
2026-06-29EVC@ragingbullcap+0.60Says EVC could keep going as customers onboard and operating leverage kicks in, analogizing APP.-3.2%
2026-06-29CBOE@ragingbullcap+0.45Argues novel derivatives innovation will be additive for exchange incumbents' moats.+7.6%
2026-06-29CME@ragingbullcap+0.45Argues novel derivatives innovation will be additive for exchange incumbents' moats.+8.2%
2026-06-29MIAX@ragingbullcap+0.45Argues novel derivatives innovation will be additive for exchange incumbents' moats.·
2026-06-29ICE@ragingbullcap+0.45Argues novel derivatives innovation will be additive for exchange incumbents' moats.+8.2%
2026-06-26TPB@ragingbullcap+0.60Expects TPB top-line guidance to be shattered after 3.7x retail footprint growth.·
2026-06-26EVC@ragingbullcap+0.40Reports EVC was a 6-bagger with dividend yield compression.+8.5%

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.