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
-1.08
hit rate
40%
mean α
-0.63%
signals 14d
9
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: 40% hit rate, -0.63% mean alpha, trader score -1.08. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 3 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MA | @SteadyCompound | +0.72 | Endorses Mastercard as a durable buy-and-hold investment and says the thesis still works. | — | tweet ↗ |
| 2026-08-27 | · | @SteadyCompound | · | Offers a portfolio-risk framework emphasizing greater fragility as wealth grows. | · | tweet ↗ |
| 2026-08-23 | · | @SteadyCompound | · | Warns that rapid gains can create overconfidence, excessive sizing and weak research in new investors. | · | tweet ↗ |
| 2026-08-20 | SBUX | @SteadyCompound | +0.45 | Says CEO Brian Niccol is doing a decent job turning Starbucks around. | +3.7% | tweet ↗ |
| 2026-08-18 | · | @SteadyCompound | · | Flags plateauing Garena users and missing AOV updates as negative operating indicators. | · | tweet ↗ |
| 2026-08-18 | · | @SteadyCompound | · | Compares Q2 RevPAR growth across ten named travel companies. | · | tweet ↗ |
| 2026-08-16 | BKNG | @SteadyCompound | +0.40 | Earnings-call metrics show AI assistants lowering customer-support costs at Booking and Airbnb. | -3.0% | tweet ↗ |
| 2026-08-16 | ABNB | @SteadyCompound | +0.45 | Earnings-call metrics show AI assistants lowering customer-support costs at Booking and Airbnb. | +2.9% | tweet ↗ |
| 2026-08-15 | · | @SteadyCompound | · | Framework argues same-store sales are the key quality test for retail and restaurant expansion. | · | 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.