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
-0.59
hit rate
17%
mean α
-0.92%
signals 14d
4
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 6 scored bets: 17% hit rate, -0.92% mean alpha, trader score -0.59.
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @SaaSletter | · | Says Uber data show the scale of AI spending is underappreciated, but no public ticker is explicit. | · | tweet ↗ |
| 2026-08-28 | · | @SaaSletter | · | Reports primary research showing rising bank AI spend and decelerating pharma spend. | · | tweet ↗ |
| 2026-08-26 | · | @SaaSletter | · | Warns that customer and panel mix must be considered before interpreting public datasets. | · | tweet ↗ |
| 2026-08-26 | · | @SaaSletter | · | Suggests annual resets in labor, insurance and corporate pricing help concentrate inflation in Q1. | · | 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.