TheLAPurchaser

5.0 ★★★★★ Posted today
L/S Equity trader
@thelapurchaser · tracked since Mar 2026
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Ideas 33
Long / short 26 L/7 S
Win rate 67%
Tracked posts 303 5.51/day
Avg return +13.9%
Long return +17.7%
Short return -0.1%
New ideas 15 last 30d
Most mentioned
Best trades
Worst trades

Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 25 eval.
+0.3%
L +0.2% S +1.0%
Win rate 60%
30 days 18 eval.
+14.9%
L +14.9% S -
Win rate 89%
90 days 0 eval.
-
L - S -
Win rate -
Computed from the first opened position per ticker/side. 180d ready when data exists
Result Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
Short
Healthcare
$54.77
-
Short INSP as GLP-1 drugs are structurally destroying its business, turning a prior tailwind into a headwind amid a maturing category.
May 04
TWITTER
Short
Consumer
$45.20
-
Short $FND as management repeatedly misled on comp trends; actual declines (Q3 -9%, Q4 guided -12-15%) confirm structural weakness after four consecutive years of negative comps.
May 01
TWITTER
Long
Healthcare
$81.00
-
Long MDT based on the speaker’s view that it offers the best risk-reward profile, despite recent poor performance.
May 01
TWITTER
Short
Healthcare
$50.71
-
Short medtech stocks/ETF as the speaker expects further multiples compression tomorrow, driven by a directional bearish view on the sector's valuation.
May 01
TWITTER
Short
Healthcare
$57.55
-
Short medtech stocks/ETF as the speaker expects further multiples compression tomorrow, driven by a directional bearish view on the sector's valuation.
May 01
TWITTER
Short
Healthcare
$314.00
-
Short medtech stocks/ETF as the speaker expects further multiples compression tomorrow, driven by a directional bearish view on the sector's valuation.
May 01
TWITTER
Long
Healthcare
$901.21
-
Buy LLY on strong earnings beat and EPS raise, with ex-US blowouts supporting the upside despite structural concerns.
Apr 30
TWITTER
Long
Fintech
$1038.99
-
Buy FICO on oversold conditions with management signaling stock too cheap sub-$1200 and an annualized buyback rate of 10% of shares outstanding as a catalyst.
Apr 28
TWITTER
Short
Healthcare
$220.60
-
Short RMD due to GLP-1-driven CPAP attrition, slowing growth into FY27, and no multi-product floor for a single-product medtech.
Apr 27
TWITTER
Long
AI/Semi
$116.30
-
Long SOXL or semiconductor supply chain names after Jensen Huang’s statement that NVDA needs much more capacity, signaling broad demand tailwinds.
Apr 23
-
Long
Consumer
$252.49
-
Buy AMZN because its pharmacy expansion leverages existing same-day delivery logistics and One Medical's digital script capabilities to capture consumer healthcare spend and data, starting with GLP-1 medications.
Apr 22
TWITTER
Long
Healthcare
$451.93
-
Buy ISRG as Q1 results show strong margin expansion and record buybacks, while the stock trades at a historically low forward P/E with an AI-enabled product catalyst on the horizon.
Apr 22
TWITTER
Long
Healthcare
$0.38
-
Long DIM.FP due to strong order growth in bioprocessing equipment (>30% in Q1), indicating a sustained recovery and acceleration in the bioprocessing thematic.
Apr 21
TWITTER
Long
AI/Semi
$422.34
-
Buy MSFT as its Azure/CoPilot evolution into a reliable, secure, multimodal product will drive future enterprise adoption and revenue growth, overcoming current performance issues.
Apr 19
TWITTER
Short
Consumer
$78.43
-
Short NYT due to deteriorating fundamental data trends, specifically a 20% drop in gross additions and rising churn, alongside significant insider selling by the CEO and CFO.
Apr 17
TWITTER
Showing 15 of 33 picks