kaizen_investor
Long-Term Investor, Space & AI Infrastructure
kaizen_investor is a pseudonymous X account posting as "KaizenInvestor" that describes itself as a long-term investor rather than a trader. On X since September 2025, it publishes full investment theses and monthly portfolio updates without a paywall. In an August 2026 interview it said it first learned to build a thesis writing sell-side company reports in a student job, began investing seriously in 2022 and researches alongside a full-time corporate job, using AI tools for research and reverse-DCF valuation and preferring to buy once a stock is back above its 21-day moving average. Its coverage centres on space and satellite companies such as Planet Labs and Rocket Lab, lidar, photonics and AI networking, memory, batteries and energy storage, and power for AI data centres.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #34 | #40 | #56 | #161 | — | #42 |
| Calls | 55 | 52 | 49 | 33 | 0/10 | 53 |
| Avg return | +3.2% | +8.2% | +14.4% | +14.3% | — | +11.9% |
| vs S&P 500 | +3.4 pp | +7.4 pp | +11.1 pp | +5.3 pp | — | +8.2 pp |
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kaizen_investor has 51 trade ideas tracked on Buzzberg across 51 tickers since January 2026. Win rate 46% across 50 evaluated calls, average return +11.1%. Ranked #40 on Buzzberg's 30-day Authors leaderboard. Most covered: PL, RKLB, AMPX.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
