Author
@ragingbullcap ragingbullcap
grade Ax.com/ragingbullcap ↗
Deep-value special-situations modeler hunting overlooked microcaps with falsifiable valuation theses
Originates bottom-up fundamental and special-situations thes
trader score
-0.36
hit rate
55%
mean α
-0.16%
signals 14d
41
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: 55% hit rate, -0.16% mean alpha, trader score -0.36. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | BTI | @ragingbullcap | +0.45 | BAT's premium investments, executive involvement, and investor materials are cited as evidence of a cannabis strategy. | +2.6% | tweet ↗ |
| 2026-10-15 | ACB | @ragingbullcap | +0.30 | The author argues acquiring Aurora would be immaterial relative to BAT's annual cash flow. | -5.4% | tweet ↗ |
| 2026-10-15 | BTI | @ragingbullcap | +0.35 | The author argues acquiring Aurora would be immaterial relative to BAT's annual cash flow. | +2.6% | tweet ↗ |
| 2026-10-15 | OGI | @ragingbullcap | +0.70 | The celebratory exclamation expresses strong positive sentiment toward OGI. | · | tweet ↗ |
| 2026-10-15 | BTI | @ragingbullcap | +0.25 | The author believes BAT wants the unidentified target enough to overpay for it. | +2.6% | tweet ↗ |
| 2026-10-15 | RIG | @ragingbullcap | +0.50 | The author discloses currently owning RIG and NE and views a broader basket as reasonable. | +16.3% | tweet ↗ |
| 2026-10-15 | NE | @ragingbullcap | +0.50 | The author discloses currently owning RIG and NE and views a broader basket as reasonable. | · | tweet ↗ |
| 2026-10-15 | · | @ragingbullcap | · | Offshore-driller consolidation is argued to create lasting pricing power and rational supply behavior. | · | tweet ↗ |
| 2026-10-15 | GME | @ragingbullcap | +0.40 | GME's EBAY stake is reported to have appreciated by roughly $800 million. | -11.4% | tweet ↗ |
| 2026-10-15 | EBAY | @ragingbullcap | +0.00 | GME's EBAY stake is reported to have appreciated by roughly $800 million. | -1.2% | tweet ↗ |
| 2026-10-15 | NOL.OL | @ragingbullcap | +0.35 | The author expects NOL.OL to be sold soon, potentially to Noble, amid further consolidation. | · | tweet ↗ |
| 2026-10-15 | NE | @ragingbullcap | +0.10 | The author expects NOL.OL to be sold soon, potentially to Noble, amid further consolidation. | · | tweet ↗ |
| 2026-10-15 | · | @ragingbullcap | · | A mission-critical asset oligopoly is presented as overlooked while investors focus elsewhere. | · | tweet ↗ |
| 2026-10-15 | · | @ragingbullcap | · | The author argues modern investors underweight the importance of market power. | · | tweet ↗ |
| 2026-10-15 | RIG | @ragingbullcap | +0.70 | The author treats RIG, NE, and SDRL as permanent holdings until values approach replacement cost. | +16.3% | 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.