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
-0.88
hit rate
35%
mean α
-0.51%
signals 14d
15
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, -0.51% mean alpha, trader score -0.88. Their last-14d mentions, direction-adjusted, have moved +1.8% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | RBRK | @wolfofharcourt | +0.25 | RBRK named a Leader and positioned furthest in Gartner Magic Quadrant. | — | tweet ↗ |
| 2026-07-02 | SE | @wolfofharcourt | +0.60 | Author says emerging markets are catching a bid and he is long SE, MELI and NU heavily. | — | tweet ↗ |
| 2026-07-02 | NU | @wolfofharcourt | +0.60 | Author says emerging markets are catching a bid and he is long SE, MELI and NU heavily. | — | tweet ↗ |
| 2026-07-02 | MELI | @wolfofharcourt | +0.60 | Author says emerging markets are catching a bid and he is long SE, MELI and NU heavily. | — | tweet ↗ |
| 2026-07-01 | META | @wolfofharcourt | +0.35 | Sarcastically defends META AI cloud business takes by noting stock is up 1500% since IPO. | -4.9% | tweet ↗ |
| 2026-07-01 | SE | @wolfofharcourt | +0.25 | Portfolio review lists holdings and says three positions were added to. | +0.9% | tweet ↗ |
| 2026-07-01 | META | @wolfofharcourt | +0.25 | Portfolio review lists holdings and says three positions were added to. | -4.9% | tweet ↗ |
| 2026-07-01 | ASML | @wolfofharcourt | +0.25 | Portfolio review lists holdings and says three positions were added to. | -4.0% | tweet ↗ |
| 2026-07-01 | NU | @wolfofharcourt | +0.25 | Portfolio review lists holdings and says three positions were added to. | +1.6% | tweet ↗ |
| 2026-07-01 | AMZN | @wolfofharcourt | +0.25 | Portfolio review lists holdings and says three positions were added to. | +0.4% | tweet ↗ |
| 2026-07-01 | MELI | @wolfofharcourt | +0.25 | Portfolio review lists holdings and says three positions were added to. | +1.2% | tweet ↗ |
| 2026-07-01 | META | @wolfofharcourt | +0.50 | States META floor is now locked in. | -4.9% | tweet ↗ |
| 2026-06-25 | TTWO | @wolfofharcourt | +0.25 | Brief positive comment on TTWO with no supporting context. | +6.8% | tweet ↗ |
| 2026-06-24 | TTWO | @wolfofharcourt | +0.25 | GTA VI pricing confirmed and preorders start tomorrow for TTWO. | +8.2% | tweet ↗ |
| 2026-06-21 | RBRK | @wolfofharcourt | +0.45 | Suggests Rubrik may be bullish because cyber resilience is essential as breaches are inevitable. | +19.1% | 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.