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
+0.78
hit rate
56%
mean α
+1.06%
signals 14d
31
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 16 scored bets: 56% hit rate, +1.06% mean alpha, trader score +0.78. Their last-14d mentions, direction-adjusted, have moved +0.0% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | PYPL | @VincentAuGondor | -0.60 | States the prospective PayPal deal is dead with a negative reaction. | -12.7% | tweet ↗ |
| 2026-08-26 | META | @VincentAuGondor | -0.75 | Author says Meta's settlement validates longstanding criticism of its youth-targeting business model. | +0.3% | tweet ↗ |
| 2026-08-26 | DY | @VincentAuGondor | -0.50 | Author suspects Dycom's weak pre-earnings trading indicates the results leaked. | -5.3% | tweet ↗ |
| 2026-08-26 | META | @VincentAuGondor | -0.75 | Author argues Meta's settlement will not change harmful practices central to its engagement model. | +0.3% | tweet ↗ |
| 2026-08-26 | KSS | @VincentAuGondor | -0.50 | Mediocre earnings reinforce the author's bearish view of direct consumer businesses. | -2.5% | tweet ↗ |
| 2026-08-26 | WSM | @VincentAuGondor | -0.50 | Mediocre earnings reinforce the author's bearish view of direct consumer businesses. | · | tweet ↗ |
| 2026-08-25 | · | @VincentAuGondor | · | Reports an SEC investigation into the collapse and trading around Situational Awareness's holdings. | · | tweet ↗ |
| 2026-08-25 | · | @VincentAuGondor | · | Explicitly says retail is a terrible sector in which to invest. | · | tweet ↗ |
| 2026-08-25 | DKS | @VincentAuGondor | -0.75 | Calls Dick's Foot Locker purchase a terrible, substantially overpriced acquisition. | +8.7% | tweet ↗ |
| 2026-08-24 | SNDK | @VincentAuGondor | +0.10 | Criticizes a possible policy allowing Apple to buy Chinese memory while U.S. suppliers face restrictions. | -0.5% | tweet ↗ |
| 2026-08-24 | AAPL | @VincentAuGondor | -0.25 | Criticizes a possible policy allowing Apple to buy Chinese memory while U.S. suppliers face restrictions. | +3.0% | tweet ↗ |
| 2026-08-24 | MU | @VincentAuGondor | +0.10 | Criticizes a possible policy allowing Apple to buy Chinese memory while U.S. suppliers face restrictions. | +2.5% | tweet ↗ |
| 2026-08-23 | BX | @VincentAuGondor | -0.45 | Author wagers UC's BREIT investment will not achieve the claimed 11.25% annualized return. | -0.7% | tweet ↗ |
| 2026-08-23 | · | @VincentAuGondor | · | Calls direct-to-consumer businesses generally terrible investments. | · | tweet ↗ |
| 2026-08-23 | · | @VincentAuGondor | · | Calls direct-to-consumer businesses generally terrible investments. | · | 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.