Standard Poorly · The Audit Trail

Receipts.

Every resolved call we made, graded against SPY, misses first. Nobody asked. We ledger anyway.

as of 2026-09-15
how to verify this →raw JSON ↓
Pundit
29.2%
worked · n=72
Red flag
53.6%
worked · n=28
Forensic
56.9%
worked · n=299

Our biggest misses

Sorted worst-first — this is the section a marketing page would hide. We don't.

SignalDirFiredSince vs SPY
ForensicMRVLMarvell Technology, Inc.
Preliminary
▼ short2026-03-11-129%
ForensicURGNUrogen Pharma Ltd.
Preliminary
▼ short2026-03-02-112.7%
ForensicGEOGeo Group Inc
Preliminary
▼ short2026-02-25-99.2%
ForensicXNCRXencor Inc
Preliminary
▼ short2026-02-25-94.4%
ForensicPDPagerduty, Inc.
Preliminary
▼ short2026-03-12-89.3%
ForensicCYRXCryoport, Inc.
Preliminary
▼ short2026-03-05-78.6%
ForensicPLPlanet Labs Pbc
Preliminary
▲ long2026-03-23-68.5%
ForensicTGTXTg Therapeutics, Inc.
Preliminary
▼ short2026-02-27-68%

Everything else 264 more resolved calls

PunditMGMMGM · Aaron Cowan
Preliminary
▲ long2026-09-15-20.19%
PunditAMZNAMZN · Bill Ackman
Preliminary
▲ long2026-09-15-0.51%
PunditHHHHHH · Bill Ackman
Preliminary
▲ long2026-09-15-3.37%
PunditMETAMETA · Bill Ackman
Preliminary
▲ long2026-09-15+6.14%
PunditMSFTMSFT · Bill Ackman
Preliminary
▲ long2026-09-15+11.71%
PunditPSUSPSUS · Bill Ackman
Preliminary
▲ long2026-09-15-2.56%
PunditGOOGLGOOGL · Bill Maris
Preliminary
▲ long2026-09-15-11.49%
PunditGOOGLGOOGL · Brad Gerstner
Preliminary
▲ long2026-09-15+6.85%
PunditNVDANVDA · Brad Gerstner
Preliminary
▲ long2026-09-15-0.28%
PunditSPYSPY · Brad Gerstner
Preliminary
▲ long2026-09-15-2.01%
PunditSNOWSNOW · Brad Gerstner
Preliminary
▲ long2026-09-15+85.21%
PunditMETAMETA · Brad Gerstner
Preliminary
▲ long2026-09-15+3.81%
PunditMSFTMSFT · Brad Gerstner
Preliminary
▲ long2026-09-15+18.14%
PunditTSLATSLA · Brad Gerstner
Preliminary
▲ long2026-09-15-16.82%
PunditARKKARKK · Cathie Wood
Preliminary
▲ long2026-09-15-17.86%
PunditIBITIBIT · Cathie Wood
Preliminary
▲ long2026-09-15-45.83%
PunditTSLATSLA · Cathie Wood
Preliminary
▲ long2026-09-15-29.78%
PunditGOOGLGOOGL · Chamath Palihapitiya
Preliminary
▲ long2026-09-15-22.21%
PunditNVDANVDA · Chamath Palihapitiya
Preliminary
▲ long2026-09-15-4.23%
PunditFCXFCX · Chamath Palihapitiya
Preliminary
▲ long2026-09-15+13.12%
PunditGLDGLD · Chamath Palihapitiya
Preliminary
▲ long2026-09-15-23.37%
PunditUSOUSO · Chamath Palihapitiya
Preliminary
▼ short2026-09-15-50%
PunditLNGLNG · Chamath Palihapitiya
Preliminary
▲ long2026-09-15-28.43%
PunditTSLATSLA · Chamath Palihapitiya
Preliminary
▲ long2026-09-15-15.2%
PunditAAPLAAPL · Chamath Palihapitiya
Preliminary
▲ long2026-09-15+8.14%
PunditCRMCRM · Chamath Palihapitiya
Preliminary
▲ long2026-09-15+23.8%
PunditSPYSPY · Chamath Palihapitiya
Preliminary
▲ long2026-09-15+0.06%
PunditLQDLQD · Chamath Palihapitiya
Preliminary
▲ long2026-09-15-4.12%
PunditTLNTLN · Dan Dreyfus
Preliminary
▲ long2026-09-15-13.69%
PunditNVDANVDA · Dan Loeb
Preliminary
▲ long2026-09-15-1.88%
PunditIRENIREN · Daniel Roberts
Preliminary
▲ long2026-09-15-10.75%
PunditGOOGLGOOGL · David Friedberg
Preliminary
▲ long2026-09-15-11.69%
PunditAMDAMD · David Friedberg
Preliminary
▲ long2026-09-15+104.69%
PunditMSFTMSFT · David Friedberg
Preliminary
▲ long2026-09-15-18.34%
PunditMGMMGM · David Friedberg
Preliminary
▲ long2026-09-15-20.19%
PunditPYPLPYPL · David Friedberg
Preliminary
▲ long2026-09-15-7.89%
PunditSMHSMH · David Friedberg
Preliminary
▼ short2026-09-15-4.29%
PunditGOOGLGOOGL · David Sacks
Preliminary
▲ long2026-09-15-9.22%
PunditCRMCRM · David Sacks
Preliminary
▲ long2026-09-15+12.36%
PunditXLKXLK · David Sacks
Preliminary
▲ long2026-09-15+8.89%
PunditSPYSPY · David Sacks
Preliminary
▲ long2026-09-15+0.4%
PunditSMHSMH · David Sacks
Preliminary
▲ long2026-09-15-0.33%
PunditMSFTMSFT · David Sacks
Preliminary
▲ long2026-09-15-0.42%
PunditNVDANVDA · David Sacks
Preliminary
▲ long2026-09-15-0.45%
PunditNVDANVDA · Gavin Baker
Preliminary
▲ long2026-09-15-4.98%
PunditMGMMGM · Gavin Baker
Preliminary
▲ long2026-09-15-20.19%
PunditMUMU · Gavin Baker
Preliminary
▲ long2026-09-15-19.22%
PunditIGVIGV · Gavin Baker
Preliminary
▲ long2026-09-15-3.1%
PunditGOOGLGOOGL · Jason Calacanis
Preliminary
▲ long2026-09-15-48.88%
PunditPLTRPLTR · Jason Calacanis
Preliminary
▲ long2026-09-15-16.76%
PunditAMZNAMZN · Jason Calacanis
Preliminary
▲ long2026-09-15-2.19%
PunditHOODHOOD · Jason Calacanis
Preliminary
▲ long2026-09-15-11.63%
PunditMGMMGM · Jason Calacanis
Preliminary
▲ long2026-09-15-20.19%
PunditTLNTLN · Jason Calacanis
Preliminary
▲ long2026-09-15-13.69%
PunditAAPLAAPL · Jason Calacanis
Preliminary
▲ long2026-09-15-3.36%
PunditMETAMETA · Jason Calacanis
Preliminary
▲ long2026-09-15+10.1%
PunditNVDANVDA · Jason Calacanis
Preliminary
▲ long2026-09-15-4.77%
PunditGEOD-USDGEOD-USD · Kyle Samani
Preliminary
▲ long2026-09-15+27.47%
PunditCRMCRM · Mark Benioff
Preliminary
▲ long2026-09-15+42.96%
PunditCRWVCRWV · Michael Intrator
Preliminary
▲ long2026-09-15-7.83%
PunditGOOGLGOOGL · Nikesh Arora
Preliminary
▲ long2026-09-15-10.7%
PunditMDBMDB · Nikesh Arora
Preliminary
▲ long2026-09-15+0.69%
PunditSNOWSNOW · Nikesh Arora
Preliminary
▲ long2026-09-15+33.8%
PunditAKTSAKTS · Oleg Nodelman
Preliminary
▲ long2026-09-15+6.04%
PunditGLDGLD · Ray Dalio
Preliminary
▲ long2026-09-15-28%
PunditEBAYEBAY · Ryan Cohen
Preliminary
▲ long2026-09-15-1.66%
PunditGMEGME · Ryan Cohen
Preliminary
▲ long2026-09-15-3.48%
PunditTSLATSLA · Elon Musk
Preliminary
▲ long2026-09-10-12.48%
PunditSPYSPY · Chamath Palihapitiya
Preliminary
▲ long2026-07-24-2.04%
ForensicCRDOCredo Technology Group Holding Ltd
Preliminary
▼ short2026-06-15+43.2%
ForensicESTCElastic N.V.
Preliminary
▼ short2026-06-08-33.8%
ForensicWRLDWorld Acceptance Corp
Preliminary
▲ long2026-06-04+13.6%
ForensicCPRICapri Holdings Ltd
Preliminary
▼ short2026-05-27+24.1%
ForensicHELEHelen Of Troy Ltd
Preliminary
▲ long2026-04-23+7.9%
PunditTLTTLT · Ben Shapiro
Preliminary
▲ long2026-04-07-36.4%
PunditIBITIBIT · Jason Calacanis
Preliminary
▲ long2026-04-06-37.95%
ForensicKRMNKarman Holdings Inc.
Preliminary
▼ short2026-04-03+75.4%
PunditNVDANVDA · Gavin Baker
Preliminary
▲ long2026-03-31+49.63%
ForensicKODKodiak Sciences Inc.
Preliminary
▲ long2026-03-31-30.4%
ForensicPVLAPalvella Therapeutics, Inc.
Preliminary
▲ long2026-03-31+4.4%
ForensicFBRXForte Biosciences, Inc.
Preliminary
▲ long2026-03-31+40%
ForensicUSARUsa Rare Earth, Inc.
Preliminary
▲ long2026-03-30-10.3%
ForensicVORVor Biopharma Inc.
Preliminary
▲ long2026-03-30+36.3%
ForensicMGTXMeiragtx Holdings Plc
Preliminary
▲ long2026-03-30+38.5%
ForensicAGXArgan Inc
Preliminary
▲ long2026-03-26-22.5%
ForensicDBVTDbv Technologies S.A.
Preliminary
▲ long2026-03-26-57.1%
ForensicTTANServicetitan, Inc.
Preliminary
▲ long2026-03-25-22.6%
ForensicBRZEBraze, Inc.
Preliminary
▲ long2026-03-25+2.4%
ForensicPGENPrecigen, Inc.
Preliminary
▲ long2026-03-25+104.8%
ForensicPAYSPaysign, Inc.
Preliminary
▲ long2026-03-25+133%
ForensicCMPSCompass Pathways Plc
Preliminary
▲ long2026-03-24+161.8%
ForensicSMTCSemtech Corp
Preliminary
▲ long2026-03-23+75.8%
ForensicAMBAAmbarella Inc
Preliminary
▲ long2026-03-23+0.8%
ForensicAVTXAvalo Therapeutics, Inc.
Preliminary
▲ long2026-03-23+3.5%
ForensicTBPHTheravance Biopharma, Inc.
Preliminary
▲ long2026-03-23-0.9%
ForensicSNOWSnowflake Inc.
Preliminary
▲ long2026-03-20+80.2%
ForensicAEVAAeva Technologies, Inc.
Preliminary
▲ long2026-03-20-13.6%
ForensicRBRKRubrik, Inc.
Preliminary
▲ long2026-03-19+80.8%
ForensicSSentinelone, Inc.
Preliminary
▲ long2026-03-19+39.4%
ForensicDMRADamora Therapeutics, Inc.
Preliminary
▲ long2026-03-19+31.9%

272 shown · 399 resolved in the trailing 180d. See something wrong? flag it in the Audit Hall.

Receipts — Our Track Record · Standard Poorly