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
-2.66
hit rate
35%
mean α
-1.21%
signals 14d
21
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: 35% hit rate, -1.21% mean alpha, trader score -2.66. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | TTWO | @wolfofharcourt | +0.55 | Frames GTA VI as Take-Two's metaverse strategy. | — | tweet ↗ |
| 2026-08-27 | RBRK | @wolfofharcourt | +0.00 | References a chart of Rubrik subscription ARR without visible values or stated direction. | -13.1% | tweet ↗ |
| 2026-08-27 | RBRK | @wolfofharcourt | +0.60 | Rubrik revenue beat estimates by about 10%, with 38% year-over-year growth. | -13.1% | tweet ↗ |
| 2026-08-27 | RBRK | @wolfofharcourt | +0.00 | Calls pre-earnings price action interesting without stating a clear direction. | -13.1% | tweet ↗ |
| 2026-08-25 | NFLX | @wolfofharcourt | +0.65 | Argues Netflix can become the legal aggregation layer and own streaming discovery. | -0.6% | tweet ↗ |
| 2026-08-25 | SE | @wolfofharcourt | +0.30 | Briefly praises data analysis concerning SE, with details absent. | -3.1% | tweet ↗ |
| 2026-08-25 | MELI | @wolfofharcourt | +0.70 | Argues MELI has substantial untapped fintech growth across Latin America. | -1.5% | tweet ↗ |
| 2026-08-24 | V | @wolfofharcourt | +0.45 | Reports Visa reached a new all-time high. | -0.2% | tweet ↗ |
| 2026-08-21 | RBRK | @wolfofharcourt | -0.25 | Says sub-30% growth may not sustain RBRK's valuation after a 100% rally. | -7.0% | tweet ↗ |
| 2026-08-21 | UBER | @wolfofharcourt | +0.40 | Positive assessment of Uber's autonomous-vehicle execution. | +0.0% | tweet ↗ |
| 2026-08-20 | MELI | @wolfofharcourt | +0.00 | Author flags a second consecutive day of unspecified MELI price behavior. | +2.3% | tweet ↗ |
| 2026-08-20 | NU | @wolfofharcourt | +0.70 | Cohort analysis argues NU's 139M existing customers are becoming more valuable, with major revenue implications. | +0.6% | tweet ↗ |
| 2026-08-19 | NU | @wolfofharcourt | +0.45 | Teases an updated bullish customer-cohort revenue analysis for Nu. | -2.1% | tweet ↗ |
| 2026-08-19 | UBER | @wolfofharcourt | +0.50 | Reports Uber launching autonomous vehicles in Europe with an explicitly bullish framing. | +1.0% | tweet ↗ |
| 2026-08-19 | MELI | @wolfofharcourt | +0.20 | Observes improving relative strength in MercadoLibre. | +3.0% | 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.