Author
@SaaSletter SaaSletter
grade Bx.com/SaaSletter ↗
Enterprise-SaaS analyst synthesizing desk research into skeptical AI-monetization takes
Curates and reasons over sell-side research, GTM reports and
trader score
+1.80
hit rate
100%
mean α
+2.02%
signals 14d
3
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 5 scored bets: 100% hit rate, +2.02% mean alpha, trader score +1.80.
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-30 | · | @SaaSletter | · | Cites Bain AI ROI survey of 100 CEOs and calculates 53% average realization rate. | · | tweet ↗ |
| 2026-06-27 | · | @SaaSletter | · | Mentions new State of AI deck, but no specific ticker or thesis. | · | tweet ↗ |
| 2026-06-26 | · | @SaaSletter | · | Category-level 2026 growth rates from ETR survey with sample sizes. | · | 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.