Author
@TSOH_Investing TSOH_Investing
grade Ax.com/TSOH_Investing ↗
Named long-term fundamental analyst dissecting consumer and platform compounders with proprietary data.
Publishes deep bottom-up equity research and self-built mult
trader score
-0.84
hit rate
35%
mean α
-0.21%
signals 14d
32
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: 35% hit rate, -0.21% mean alpha, trader score -0.84. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | RL | @TSOH_Investing | +0.20 | Suggests Ralph Lauren's turnaround is a useful constructive comparison for Nike investors. | -3.5% | tweet ↗ |
| 2026-10-15 | NKE | @TSOH_Investing | +0.25 | Suggests Ralph Lauren's turnaround is a useful constructive comparison for Nike investors. | +0.4% | tweet ↗ |
| 2026-10-14 | · | @TSOH_Investing | · | Quantifies the gap between U.S. deposit rates and prevailing interest rates as roughly $600B. | · | tweet ↗ |
| 2026-10-14 | · | @TSOH_Investing | · | Reports that Super Lyte sold more than 300,000 cases before summer after a March launch. | · | tweet ↗ |
| 2026-10-14 | STZ | @TSOH_Investing | +0.00 | Announces an STZ research and portfolio update for tomorrow morning. | · | tweet ↗ |
| 2026-10-14 | · | @TSOH_Investing | · | Quantifies worsening U.S. used-car affordability through vehicle age and loan duration. | · | tweet ↗ |
| 2026-10-14 | · | @TSOH_Investing | · | Reports Jellycat's 2025 revenue and annual growth from its annual report. | · | tweet ↗ |
| 2026-10-13 | · | @TSOH_Investing | · | NAR economist describes very weak home sales and improving buyer negotiating power. | · | tweet ↗ |
| 2026-10-13 | BBW | @TSOH_Investing | +0.45 | Highlights low enterprise value relative to estimated pre-tax income. | · | tweet ↗ |
| 2026-10-13 | · | @TSOH_Investing | · | References Nielsen data on streaming's share of U.S. television time. | · | tweet ↗ |
| 2026-10-13 | BMBL | @TSOH_Investing | -0.45 | Shows Bumble repurchased stock far above the subsequently announced deal price. | +0.2% | tweet ↗ |
| 2026-10-13 | · | @TSOH_Investing | · | Reports a rise from 27% to 51% in adults viewing moderate alcohol use as unhealthy. | · | tweet ↗ |
| 2026-10-12 | · | @TSOH_Investing | · | Argues personal AI agents can reduce the skill and hiring tax of entrepreneurship. | · | tweet ↗ |
| 2026-10-11 | RL | @TSOH_Investing | +0.00 | Announces a Ralph Lauren research case study scheduled for tomorrow. | +1.6% | tweet ↗ |
| 2026-10-09 | STZ | @TSOH_Investing | +0.00 | Points to a chart of Modelo Especial volumes without stating a directional interpretation. | · | 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.