— Standard Poorly · The Audit Trail —

Receipts.

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

as of 2026-11-04
how to verify this →raw JSON ↓⎘
Pundit
33.8%
worked · n=71
Red flag
55%
worked · n=140
Forensic
55.6%
worked · n=295

Our biggest misses

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

SignalDirFiredSince vs SPY
ForensicPDPagerduty, Inc.
Preliminary
▼ short2026-03-12-114.3% ✗
ForensicCYRXCryoport, Inc.
Preliminary
▼ short2026-03-05-85.2% ✗
ForensicMRVLMarvell Technology, Inc.
Preliminary
▼ short2026-03-11-77.9% ✗
ForensicPLPlanet Labs Pbc
Preliminary
▲ long2026-03-23-75.7% ✗
ForensicURGNUrogen Pharma Ltd.
Preliminary
▼ short2026-03-02-70.1% ✗
PunditGOOGLGOOGL · Jason Calacanis
Preliminary
▲ long2026-11-04-66.36% ✗
PunditIRENIREN · Daniel Roberts
Preliminary
▲ long2026-11-04-61.57% ✗
ForensicUSARUsa Rare Earth, Inc.
Preliminary
▲ long2026-03-30-58.8% ✗

Everything else — 152 more resolved calls

PunditMGMMGM · Aaron Cowan
Preliminary
▲ long2026-11-04-37.93% ✗
PunditAMZNAMZN · Bill Ackman
Preliminary
▲ long2026-11-04-3.28% ✗
PunditHHHHHH · Bill Ackman
Preliminary
▲ long2026-11-04+24.28% ✓
PunditMETAMETA · Bill Ackman
Preliminary
▲ long2026-11-04+0.9% ✓
PunditMSFTMSFT · Bill Ackman
Preliminary
▲ long2026-11-04+15.94% ✓
PunditPSUSPSUS · Bill Ackman
Preliminary
▲ long2026-11-04-1.44% ✗
PunditGOOGLGOOGL · Bill Maris
Preliminary
▲ long2026-11-04-26.04% ✗
PunditGOOGLGOOGL · Brad Gerstner
Preliminary
▲ long2026-11-04-12.28% ✗
PunditNVDANVDA · Brad Gerstner
Preliminary
▲ long2026-11-04-6.81% ✗
PunditSPYSPY · Brad Gerstner
Preliminary
▲ long2026-11-04-1.98% ✗
PunditSNOWSNOW · Brad Gerstner
Preliminary
▲ long2026-11-04+64.22% ✓
PunditMETAMETA · Brad Gerstner
Preliminary
▲ long2026-11-04-1.37% ✗
PunditMSFTMSFT · Brad Gerstner
Preliminary
▲ long2026-11-04+22.6% ✓
PunditTSLATSLA · Brad Gerstner
Preliminary
▲ long2026-11-04-6.07% ✗
PunditGOOGLGOOGL · Chamath Palihapitiya
Preliminary
▲ long2026-11-04-42.13% ✗
PunditNVDANVDA · Chamath Palihapitiya
Preliminary
▲ long2026-11-04-10.75% ✗
PunditFCXFCX · Chamath Palihapitiya
Preliminary
▲ long2026-11-04+0.85% ✓
PunditGLDGLD · Chamath Palihapitiya
Preliminary
▲ long2026-11-04-29.82% ✗
PunditUSOUSO · Chamath Palihapitiya
Preliminary
▼ short2026-11-04-49.87% ✗
PunditLNGLNG · Chamath Palihapitiya
Preliminary
▲ long2026-11-04-15.43% ✗
PunditTSLATSLA · Chamath Palihapitiya
Preliminary
▲ long2026-11-04-2.77% ✗
PunditAAPLAAPL · Chamath Palihapitiya
Preliminary
▲ long2026-11-04+11.82% ✓
PunditCRMCRM · Chamath Palihapitiya
Preliminary
▲ long2026-11-04+14.39% ✓
PunditSPYSPY · Chamath Palihapitiya
Preliminary
▲ long2026-11-04+0.06% ✓
PunditLQDLQD · Chamath Palihapitiya
Preliminary
▲ long2026-11-04-3.06% ✗
PunditXLEXLE · Chamath Palihapitiya
Preliminary
▲ long2026-11-04+0.85% ✓
PunditTLNTLN · Dan Dreyfus
Preliminary
▲ long2026-11-04-6.26% ✗
PunditNVDANVDA · Dan Loeb
Preliminary
▲ long2026-11-04-7.78% ✗
PunditGOOGLGOOGL · David Friedberg
Preliminary
▲ long2026-11-04-29.83% ✗
PunditMGMMGM · David Friedberg
Preliminary
▲ long2026-11-04-37.93% ✗
PunditPYPLPYPL · David Friedberg
Preliminary
▲ long2026-11-04+2.7% ✓
PunditSMHSMH · David Friedberg
Preliminary
▼ short2026-11-04+8.14% ✓
PunditGOOGLGOOGL · David Sacks
Preliminary
▲ long2026-11-04-18.73% ✗
PunditCRMCRM · David Sacks
Preliminary
▲ long2026-11-04+3.7% ✓
PunditXLKXLK · David Sacks
Preliminary
▲ long2026-11-04+2.32% ✓
PunditSPYSPY · David Sacks
Preliminary
▲ long2026-11-04+0.4% ✓
PunditSMHSMH · David Sacks
Preliminary
▲ long2026-11-04-9.5% ✗
PunditMSFTMSFT · David Sacks
Preliminary
▲ long2026-11-04+3.44% ✓
PunditNVDANVDA · David Sacks
Preliminary
▲ long2026-11-04-6.17% ✗
PunditNVDANVDA · Gavin Baker
Preliminary
▲ long2026-11-04-10.6% ✗
PunditMGMMGM · Gavin Baker
Preliminary
▲ long2026-11-04-37.93% ✗
PunditMUMU · Gavin Baker
Preliminary
▲ long2026-11-04-29.99% ✗
PunditIGVIGV · Gavin Baker
Preliminary
▲ long2026-11-04-1.17% ✗
PunditPLTRPLTR · Jason Calacanis
Preliminary
▲ long2026-11-04-8.4% ✗
PunditAMZNAMZN · Jason Calacanis
Preliminary
▲ long2026-11-04-5.12% ✗
PunditHOODHOOD · Jason Calacanis
Preliminary
▲ long2026-11-04-34.97% ✗
PunditMGMMGM · Jason Calacanis
Preliminary
▲ long2026-11-04-37.93% ✗
PunditTLNTLN · Jason Calacanis
Preliminary
▲ long2026-11-04-6.26% ✗
PunditAAPLAAPL · Jason Calacanis
Preliminary
▲ long2026-11-04+0.09% ✓
PunditMETAMETA · Jason Calacanis
Preliminary
▲ long2026-11-04+4.75% ✓
PunditNVDANVDA · Jason Calacanis
Preliminary
▲ long2026-11-04-10.21% ✗
PunditGEOD-USDGEOD-USD · Kyle Samani
Preliminary
▲ long2026-11-04+40.11% ✓
PunditCRMCRM · Mark Benioff
Preliminary
▲ long2026-11-04+31.89% ✓
PunditSMHSMH · Martin Shkreli
Preliminary
▲ long2026-11-04-11.72% ✗
PunditCRWVCRWV · Michael Intrator
Preliminary
▲ long2026-11-04-53.45% ✗
PunditGOOGLGOOGL · Nikesh Arora
Preliminary
▲ long2026-11-04-25.34% ✗
PunditMDBMDB · Nikesh Arora
Preliminary
▲ long2026-11-04-6.79% ✗
PunditSNOWSNOW · Nikesh Arora
Preliminary
▲ long2026-11-04+19.48% ✓
PunditAKTSAKTS · Oleg Nodelman
Preliminary
▲ long2026-11-04-33.09% ✗
PunditGLDGLD · Ray Dalio
Preliminary
▲ long2026-11-04-34.06% ✗
PunditEBAYEBAY · Ryan Cohen
Preliminary
▲ long2026-11-04+12.55% ✓
PunditGMEGME · Ryan Cohen
Preliminary
▲ long2026-11-04+12.67% ✓
PunditMSFTMSFT · David Friedberg
Preliminary
▲ long2026-10-27-12.4% ✗
PunditARKKARKK · Cathie Wood
Preliminary
▲ long2026-10-14-17.61% ✗
PunditIBITIBIT · Cathie Wood
Preliminary
▲ long2026-10-14-42.71% ✗
PunditTSLATSLA · Cathie Wood
Preliminary
▲ long2026-10-14-30.18% ✗
PunditAMDAMD · David Friedberg
Preliminary
▲ long2026-10-12+136.14% ✓
PunditTSLATSLA · Elon Musk
Preliminary
▲ long2026-09-10-12.48% ✗
ForensicKLACKla Corp
Preliminary
▼ short2026-08-06+17.5% ✓
ForensicPTONPeloton Interactive, Inc.
Preliminary
▲ long2026-08-06-1.9% ✗
PunditSPYSPY · Chamath Palihapitiya
Preliminary
▲ long2026-07-24-2.04% ✗
ForensicCAGConagra Brands Inc.
Preliminary
▲ long2026-07-15+3.3% ✓
ForensicKMTSKestra Medical Technologies, Ltd.
Preliminary
▲ long2026-07-14+19.4% ✓
ForensicQMCOQuantum Corp /De/
Preliminary
▲ long2026-06-25+33.7% ✓
ForensicAIC3.Ai, Inc.
Preliminary
▲ long2026-06-24+20.7% ✓
ForensicCRDOCredo Technology Group Holding Ltd
Preliminary
▼ short2026-06-15+42.3% ✓
ForensicESTCElastic N.V.
Preliminary
▼ short2026-06-08-43% ✗
ForensicWRLDWorld Acceptance Corp
Preliminary
▲ long2026-06-04-1.4% ✗
ForensicCPRICapri Holdings Ltd
Preliminary
▼ short2026-05-27-8.8% ✗
ForensicHELEHelen Of Troy Ltd
Preliminary
▲ long2026-04-23+17% ✓
ForensicKRMNKarman Holdings Inc.
Preliminary
▼ short2026-04-03+69.2% ✓
ForensicKODKodiak Sciences Inc.
Preliminary
▲ long2026-03-31+142.8% ✓
ForensicPVLAPalvella Therapeutics, Inc.
Preliminary
▲ long2026-03-31+6.1% ✓
ForensicONDSOndas Inc.
Preliminary
▲ long2026-03-30-48.9% ✗
ForensicVORVor Biopharma Inc.
Preliminary
▲ long2026-03-30+15.1% ✓
ForensicMGTXMeiragtx Holdings Plc
Preliminary
▲ long2026-03-30-2.3% ✗
ForensicAGXArgan Inc
Preliminary
▲ long2026-03-26-32.5% ✗
ForensicPEverpure, Inc.
Preliminary
▲ long2026-03-25+64.3% ✓
ForensicTTANServicetitan, Inc.
Preliminary
▲ long2026-03-25+16.4% ✓
ForensicBRZEBraze, Inc.
Preliminary
▲ long2026-03-25+96.6% ✓
ForensicPGENPrecigen, Inc.
Preliminary
▲ long2026-03-25+53.9% ✓
ForensicPAYSPaysign, Inc.
Preliminary
▲ long2026-03-25+178.4% ✓
ForensicCMPSCompass Pathways Plc
Preliminary
▲ long2026-03-24+48.5% ✓
ForensicSMTCSemtech Corp
Preliminary
▲ long2026-03-23+50.8% ✓
ForensicAMBAAmbarella Inc
Preliminary
▲ long2026-03-23-2.1% ✗
ForensicSNOWSnowflake Inc.
Preliminary
▲ long2026-03-20+58.7% ✓
ForensicAEVAAeva Technologies, Inc.
Preliminary
▲ long2026-03-20-53.5% ✗
ForensicRBRKRubrik, Inc.
Preliminary
▲ long2026-03-19+113.6% ✓
ForensicSSentinelone, Inc.
Preliminary
▲ long2026-03-19+43.5% ✓
ForensicNLSTNetlist Inc
Preliminary
▲ long2026-03-19+265.8% ✓

160 shown · 506 resolved in the trailing 180d. See something wrong? flag it in the Audit Hall.