Author
@wolfofharcourt wolfofharcourt
grade Bx.com/wolfofharcourt ↗
Bottom-up quality-growth investor dissecting platform and fintech compounders' unit economics
Posts concise, fundamentals-driven analysis and recurring po
trader score
+1.14
hit rate
75%
mean α
+0.46%
signals 14d
19
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: 75% hit rate, +0.46% mean alpha, trader score +1.14. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @wolfofharcourt | · | Warns that unaudited FinTwit performance can collapse from +100% to -17% under scrutiny. | · | tweet ↗ |
| 2026-10-15 | · | @wolfofharcourt | · | Describes portfolio exposures concentrated in the AI capital cycle, Brazil, and payments. | · | tweet ↗ |
| 2026-10-15 | V | @wolfofharcourt | +0.40 | Reports that Visa and AbbVie reached new all-time highs despite market fear. | +2.0% | tweet ↗ |
| 2026-10-15 | ABBV | @wolfofharcourt | +0.40 | Reports that Visa and AbbVie reached new all-time highs despite market fear. | +0.8% | tweet ↗ |
| 2026-10-14 | ASML | @wolfofharcourt | +0.45 | Expresses strong approval of third-party research on ASML, though the underlying analysis is absent. | -4.7% | tweet ↗ |
| 2026-10-14 | ABBV | @wolfofharcourt | +0.55 | Reports ABBV reaching a new all-time high. | +0.8% | tweet ↗ |
| 2026-10-14 | · | @wolfofharcourt | · | Concludes from a podcast that the memory shortage will persist for a long time. | · | tweet ↗ |
| 2026-10-12 | META | @wolfofharcourt | +0.60 | Calls META an obvious and easy investment opportunity. | -13.5% | tweet ↗ |
| 2026-10-12 | V | @wolfofharcourt | +0.20 | Reports Visa reaching a new all-time high. | +4.8% | tweet ↗ |
| 2026-10-11 | SE | @wolfofharcourt | +0.25 | Corinthians confirms Shopee as its main shirt sponsor for the remainder of 2026. | -21.6% | tweet ↗ |
| 2026-10-11 | UBER | @wolfofharcourt | +0.55 | Expresses strong satisfaction with the value provided by Uber's app. | -6.7% | tweet ↗ |
| 2026-10-11 | MELI | @wolfofharcourt | -0.30 | Warns Brazilian labor shortages are constraining MELI fulfillment-center location and operations. | -4.2% | tweet ↗ |
| 2026-10-07 | ABBV | @wolfofharcourt | +0.30 | Reports AbbVie reaching a new all-time high. | +5.3% | tweet ↗ |
| 2026-10-05 | RBRK | @wolfofharcourt | +0.40 | Discloses strong same-day portfolio gains and a combined 30% allocation to the named holdings. | +4.9% | tweet ↗ |
| 2026-10-05 | MELI | @wolfofharcourt | +0.65 | Discloses strong same-day portfolio gains and a combined 30% allocation to the named holdings. | -2.7% | 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.