Author

@WillBiddy_ WillBiddy_

grade Bx.com/WillBiddy_ ↗

Long-only quality-compounder investor showing FCF valuation work on concentrated tech/payments names

Builds and narrates a concentrated long-term portfolio of wi

trader score
+1.23
hit rate
70%
mean α
+0.64%
signals 14d
98

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: 70% hit rate, +0.64% mean alpha, trader score +1.23. Their last-14d mentions, direction-adjusted, have moved +2.2% since posting (mean over 93 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@WillBiddy_·Shares a portfolio update and requests allocation feedback, but holdings are visible only in attached media.·
2026-10-16ADBE@WillBiddy_+0.75Discloses four largest holdings at about 60% of the portfolio and a strongly bullish 2027 Adobe outlook.+7.6%
2026-10-16MA@WillBiddy_+0.55Discloses four largest holdings at about 60% of the portfolio and a strongly bullish 2027 Adobe outlook.+1.0%
2026-10-16GOOGL@WillBiddy_+0.60Discloses four largest holdings at about 60% of the portfolio and a strongly bullish 2027 Adobe outlook.-6.0%
2026-10-16META@WillBiddy_+0.55Discloses four largest holdings at about 60% of the portfolio and a strongly bullish 2027 Adobe outlook.-9.4%
2026-10-15ADBE@WillBiddy_+0.80Bullish long-term framework argues aggressive buybacks can compound Adobe EPS growth.+4.8%
2026-10-15INTU@WillBiddy_+0.70Celebrates an 11% weekly gain after previously buying the dip.+4.0%
2026-10-15MA@WillBiddy_+0.80Bullish valuation framework projects a 16% CAGR despite fresh all-time highs.+1.2%
2026-10-15LULU@WillBiddy_-0.65Criticizes Lululemon's deteriorating price action and weak brand moat.-0.1%
2026-10-15ADBE@WillBiddy_+0.65Valuation comparison favors Adobe at 11x over ServiceNow at 60x.+4.8%
2026-10-15NOW@WillBiddy_-0.35Valuation comparison favors Adobe at 11x over ServiceNow at 60x.+7.0%
2026-10-15ASML@WillBiddy_+0.65Praises strong quarters from TSMC and ASML as evidence AI growth continues.-5.2%
2026-10-15TSM@WillBiddy_+0.65Praises strong quarters from TSMC and ASML as evidence AI growth continues.-0.9%
2026-10-14AZO@WillBiddy_+0.55Quantifies AutoZone's 25-year share-count reduction through sustained buybacks.+9.9%
2026-10-14ADBE@WillBiddy_+0.35Names ADBE as one of three stocks investors should consider.+9.6%

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.