Author
@SuEricGP SuEricGP
grade Bx.com/SuEricGP ↗
Bottom-up fundamental analyst writing reasoned deep dives on quality compounders
Publishes original fundamental theses and valuation scenario
trader score
-0.83
hit rate
29%
mean α
-0.24%
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 14 scored bets: 29% hit rate, -0.24% mean alpha, trader score -0.83. Their last-14d mentions, direction-adjusted, have moved -5.0% since posting (mean over 2 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-09 | CRM | @SuEricGP | +0.90 | Long CRM. — Explicitly declares a long CRM position. | +8.5% | tweet ↗ |
| 2026-10-09 | MNSO | @SuEricGP | +0.15 | A quarterly report did not invalidate the MNSO thesis but forced the author to reassess assumptions. | · | tweet ↗ |
| 2026-10-04 | AMD | @SuEricGP | +0.45 | Discloses that AMD constitutes 32% of the author's portfolio. | -18.5% | 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.