@WillBiddy_ 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
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 45% hit rate, -0.39% mean alpha, trader score -0.60. Their last-14d mentions, direction-adjusted, have moved +4.1% since posting (mean over 142 mentions with price data).
WillBiddy_ is concentrated in high-quality compounders and beaten-down software, especially ADBE, INTU, SPOT, MA, GOOGL, DUOL, SPGI and META, with fresh buying emphasis on INTU and renewed interest in NFLX. His distinctive read is that AI distribution and cash-flow durability are being underpriced in names like ADBE and INTU, while speculative vehicles and momentum-heavy indices look frothy. Late week, he surfaced a PYPL-to-AMZN swap idea and sharpened the cash-flow-over-momentum framework.
Conviction is centered on buying beaten-down quality software and compounders, led by INTU and ADBE, while maintaining portfolio exposure to SPOT, MA, GOOGL, SPGI, META and DUOL. The clearest add is INTU under 20x earnings, with a renewed NFLX long call and a late-week PYPL-to-AMZN pair-trade idea. Bearish attention sits in froth warnings around SPCX and QQQ-style momentum, with pump-risk highest in repeated ADBE and INTU advocacy.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | MU | @WillBiddy_ | -0.45 | States Burry is short MU. | — | tweet ↗ |
| 2026-07-02 | AMD | @WillBiddy_ | -0.65 | Author worries META selling compute may imply overbuilt AI capacity and ugliness for chip stocks like AMD. | — | tweet ↗ |
| 2026-07-02 | META | @WillBiddy_ | -0.10 | Author worries META selling compute may imply overbuilt AI capacity and ugliness for chip stocks like AMD. | — | tweet ↗ |
| 2026-07-02 | DUOL | @WillBiddy_ | +0.80 | Author expects DUOL can compound 50% CAGR over five years from AI-driven education tailwinds. | — | tweet ↗ |
| 2026-07-02 | SPOT | @WillBiddy_ | +0.15 | Author lists upcoming earnings-season metrics to watch for holdings, capped at first six tickers. | — | tweet ↗ |
| 2026-07-02 | NFLX | @WillBiddy_ | +0.15 | Author lists upcoming earnings-season metrics to watch for holdings, capped at first six tickers. | — | tweet ↗ |
| 2026-07-02 | META | @WillBiddy_ | +0.15 | Author lists upcoming earnings-season metrics to watch for holdings, capped at first six tickers. | — | tweet ↗ |
| 2026-07-02 | MA | @WillBiddy_ | +0.15 | Author lists upcoming earnings-season metrics to watch for holdings, capped at first six tickers. | — | tweet ↗ |
| 2026-07-02 | SPGI | @WillBiddy_ | +0.15 | Author lists upcoming earnings-season metrics to watch for holdings, capped at first six tickers. | — | tweet ↗ |
| 2026-07-02 | GOOGL | @WillBiddy_ | +0.15 | Author lists upcoming earnings-season metrics to watch for holdings, capped at first six tickers. | — | tweet ↗ |
| 2026-07-01 | META | @WillBiddy_ | +0.45 | Author says META CAPEX concerns were non-news and market was wrong. | -4.9% | tweet ↗ |
| 2026-07-01 | ACN | @WillBiddy_ | +0.35 | Author says ACN looks interesting with 5% dividend yield and dividend growth history. | +4.7% | tweet ↗ |
| 2026-07-01 | META | @WillBiddy_ | +0.75 | Author argues META can grow 30% top line at 19x TTM P/E. | -4.9% | tweet ↗ |
| 2026-07-01 | DUOL | @WillBiddy_ | +0.35 | Author says META, SPGI and DUOL led a strong green day for him. | +3.7% | tweet ↗ |
| 2026-07-01 | META | @WillBiddy_ | +0.35 | Author says META, SPGI and DUOL led a strong green day for him. | -4.9% | 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.