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
+0.42
hit rate
45%
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: 45% hit rate, +0.21% mean alpha, trader score +0.42. Their last-14d mentions, direction-adjusted, have moved +1.1% since posting (mean over 18 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | BBW | @TSOH_Investing | +0.00 | References a chart of Build-A-Bear year-over-year revenue without visible values. | · | tweet ↗ |
| 2026-08-27 | DLTR | @TSOH_Investing | +0.35 | Reports DLTR's two-year stacked same-store sales at 10%, 300 bps ahead of Walmart U.S. | +1.0% | tweet ↗ |
| 2026-08-27 | WMT | @TSOH_Investing | +0.00 | Reports DLTR's two-year stacked same-store sales at 10%, 300 bps ahead of Walmart U.S. | +0.4% | tweet ↗ |
| 2026-08-27 | MNST | @TSOH_Investing | +0.35 | Highlights MNST's $3.7B share repurchase and endorses the capital-allocation decision. | +0.3% | tweet ↗ |
| 2026-08-27 | DG | @TSOH_Investing | +0.35 | Reports DG's first quarterly comparable-sales outperformance versus Walmart US since FY20 Q4. | -2.4% | tweet ↗ |
| 2026-08-27 | WMT | @TSOH_Investing | -0.10 | Reports DG's first quarterly comparable-sales outperformance versus Walmart US since FY20 Q4. | +0.4% | tweet ↗ |
| 2026-08-26 | CELH | @TSOH_Investing | +0.05 | Quotes management explaining SKU reductions and Alani integration priorities. | -6.4% | tweet ↗ |
| 2026-08-26 | NVDA | @TSOH_Investing | +0.50 | Compares Nvidia's roughly $458B revenue over 18 months with about $350B over the preceding decade. | +3.8% | tweet ↗ |
| 2026-08-26 | MNST | @TSOH_Investing | +0.00 | References a chart of Monster Beverage annual revenue without a textual directional conclusion. | -2.0% | tweet ↗ |
| 2026-08-26 | DKS | @TSOH_Investing | +0.00 | Links to the author's initiation research on DKS without stating a directional conclusion. | +4.2% | tweet ↗ |
| 2026-08-25 | DKS | @TSOH_Investing | +0.15 | Links a prior DKS investment write-up titled A Position Of Strength. | +8.7% | tweet ↗ |
| 2026-08-25 | ALRM | @TSOH_Investing | +0.00 | Adds ALRM to a prospective research initiation and solicits owner feedback. | · | tweet ↗ |
| 2026-08-25 | ADT | @TSOH_Investing | +0.50 | Recalls Google's August 2020 purchase of a 6.6% ADT stake for $450 million and ADT's 57% gain. | · | tweet ↗ |
| 2026-08-25 | GOOGL | @TSOH_Investing | -0.10 | Recalls Google's August 2020 purchase of a 6.6% ADT stake for $450 million and ADT's 57% gain. | -0.1% | tweet ↗ |
| 2026-08-24 | · | @TSOH_Investing | · | A company president and COO reportedly departed, but the issuer is not identified. | · | 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.