Who's saying what.

Investor

Someone we have heard argue a view on a stock, sector or market in public at least 3 times, with their role today.

Score

Points over every name they called whose 90-day result is in: +1 for a name that paid and −1 for one that didn’t, plus 10 points per 100% of signed return, capped at ±50% so one moonshot can’t own the board. A name called five times counts once, at the average of those calls; going long and later short the same name are two names. Shown once 3+ names have a 90-day result; everyone else is listed below, alphabetically.

Names

How many of those names paid, out of how many were scored.

Calls

How many dated calls we have on record for them — one per appearance for each name or theme they argued.

Returns

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone. Green is a gain on the call, red a loss; the deeper the shade, the bigger the move. The small number under each figure is how many calls it averages.

Their calls

The names behind the score, best first, with the 90-day signed return: green paid, red lost; ↓ marks a short (a short’s return is positive when the price fell). A theme priced through a stand-in shows the theme’s name. Up to 8 are shown.

Talks most about

The name or theme they have argued most often, and which way most of those calls pointed.

Last on record

Their newest call on these pages; dates more than a year old are dimmed.

Methodology — how calls are extracted, dated and priced.