Andrew Puzder

2.5 ★★★★★
@AndyPuzder · tracked since Feb 2026
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Ideas 1
Long / short 0 L/1 S
Win rate 100%
Tracked posts 1 0.01/day
Avg return +4.4%
Long return -
Short return +4.4%
New ideas 0 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 1 eval.
-0.0%
L - S -0.0%
Win rate 0%
30 days 1 eval.
+11.3%
L - S +11.3%
Win rate 100%
90 days 0 eval.
-
L - S -
Win rate -
Closed-window returns from the first opened position per ticker/side. 90d = picks opened 90+ days ago
Result
Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
EWG
Short
Macro
$44.32
+4.4%
Ambassador Puzder states Germany's GDP per capita is lower than Virginia's and compares European economies to US states like Mississippi. He explicitly mentions Europe is "deindustrializing" due to energy policies. The US is securing critical minerals and ramping up AI energy production, while Europe is shackled by regulation and high energy costs. Capital will continue to flow from EU industrials to US tech/industrials. SHORT European Industrials/Equities relative to US peers. A surprise reversal in EU energy policy or a trade deal that disproportionately benefits EU exporters.
Feb 20
YOUTUBE
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