Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
Substack coverage was mostly public previews; only a performance disclosure and a diesel-themed teaser cleared the bar, with no falsifiable market claims exposed.
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Performance disclosure
Outlier Capital reported +42.47% YTD in its portfolio update.
Substack - Outlier Capital
Outlier Capital reports +42.47% YTD
Outlier Capital's portfolio update headline states '+42.47% YTD' and promises updates on key portfolio moves, performance, and highest-conviction asymmetric long stocks.
A disclosed YTD return provides a benchmark for evaluating the manager's subsequent positioning and conviction claims.
Watch Whether subsequent updates disclose specific holdings and whether the YTD figure is sustained or reverses.
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public excerpt
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