Author
@SteadyCompound SteadyCompound
grade Bx.com/SteadyCompound ↗
Quality-compounder analyst mapping AI supply-chain mechanics with primary-source channel checks
Writes original fundamental theses on quality compounders, a
trader score
-0.22
hit rate
36%
mean α
-0.16%
signals 14d
11
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 11 scored bets: 36% hit rate, -0.16% mean alpha, trader score -0.22. Their last-14d mentions, direction-adjusted, have moved -4.3% since posting (mean over 5 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-13 | · | @SteadyCompound | · | Presents Greenwald's three-layer framework for valuing assets, franchise earnings power, and moat-protected growth. | · | tweet ↗ |
| 2026-10-12 | META | @SteadyCompound | +0.15 | Views Zuckerberg and Wang's collaboration on Muse positively. | -13.5% | tweet ↗ |
| 2026-10-09 | · | @SteadyCompound | · | Frames early-career market crashes and pullbacks as opportunities for accumulation and learning. | · | tweet ↗ |
| 2026-10-09 | · | @SteadyCompound | · | Warns that a large price decline alone does not make a stock attractive and may reflect genuine deterioration. | · | tweet ↗ |
| 2026-10-07 | NFLX | @SteadyCompound | -0.15 | Notes Netflix's forward multiple compressed from 48x to 19x amid growth, engagement and YouTube concerns. | -5.5% | tweet ↗ |
| 2026-10-06 | · | @SteadyCompound | · | Advocates assessing business fragility rather than attempting to predict specific crises. | · | tweet ↗ |
| 2026-10-05 | NET | @SteadyCompound | +0.00 | Cloudflare CEO argues AI agents will force internet advertising models to evolve. | -9.4% | tweet ↗ |
| 2026-10-05 | PARA | @SteadyCompound | -0.20 | Ted Sarandos says Netflix declined to pay more for Warner Bros. because returns would turn negative. | · | tweet ↗ |
| 2026-10-05 | NFLX | @SteadyCompound | +0.15 | Ted Sarandos says Netflix declined to pay more for Warner Bros. because returns would turn negative. | -2.4% | tweet ↗ |
| 2026-10-03 | · | @SteadyCompound | · | Expresses concern about an unnamed company due to debt and references Paramount only as an analogy. | · | tweet ↗ |
| 2026-10-02 | NFLX | @SteadyCompound | +0.35 | The author suggests industry value ultimately accrues back to Netflix. | -1.8% | 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.