Author
@VincentAuGondor VincentAuGondor
grade Cx.com/VincentAuGondor ↗
Fund PM dissecting private-credit plumbing while sniping at consumer stocks and loving Japan
Reaction-and-analysis commentator who reads capital structur
trader score
-0.12
hit rate
44%
mean α
-0.12%
signals 14d
8
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 9 scored bets: 44% hit rate, -0.12% mean alpha, trader score -0.12. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 2 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | JBHT | @VincentAuGondor | -0.55 | Calls the business tough as rising labor and fuel costs pressure the falling stock. | · | tweet ↗ |
| 2026-10-16 | TCXB | @VincentAuGondor | -0.40 | Sarcastically treats a SPAC's 10% IPO-day rise as evidence of market froth. | · | tweet ↗ |
| 2026-10-14 | · | @VincentAuGondor | · | Reports that the CPI release was modestly hotter than expected. | · | tweet ↗ |
| 2026-10-14 | · | @VincentAuGondor | · | Argues unrestricted Chinese auto imports would hollow out European manufacturing. | · | tweet ↗ |
| 2026-10-14 | GFS | @VincentAuGondor | +0.60 | Reports a $21B U.S.-Japan investment in a new New York semiconductor plant benefiting GlobalFoundries. | -9.3% | tweet ↗ |
| 2026-10-14 | BAC | @VincentAuGondor | -0.50 | Reports a $1.2 billion penalty against Bank of America for anti-money-laundering violations. | -1.6% | tweet ↗ |
| 2026-10-07 | · | @VincentAuGondor | · | Reports a pharmaceutical lobbying group suing the administration over drug-pricing policy. | · | tweet ↗ |
| 2026-10-07 | · | @VincentAuGondor | · | Relays an FT report about weak oversight of related-party lending at Mark Walter's insurer. | · | 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.