Follow LF0 researchXLinkedInSubstackFacebookTelegram

Public scorecard

75% of our stock calls are right.

+18.7% average return per call across 81 public Buy/Sell calls (61 right).

Our biggest calls so far. BW: we rated it a Sell at $17.76, and the stock is now $3.25, down 81.7% since our entry. CIFR: we rated it a Sell at $21.85, and the stock is now $6.55, down 70.0% since our entry. SMR: we rated it a Strong Sell at $8.81, and the stock is now $5.08, down 42.3% since our entry. FLNC: we rated it a Sell at $14.42, and the stock is now $5.27, down 63.5% since our entry. SMTC: we rated it a Strong Sell at $172.78, and the stock is now $103.21, down 40.3% since our entry.

Read what we said on every call  Full scorecard →

Return is direction-adjusted: a Sell gains when the stock falls. Open calls, not a trading P&L; not a recommendation. Updated 2026-11-06.

Hit rate: 75.3% of LF0 Buy/Sell calls are right (61 of 81) Average return per call: +18.7% across 81 public Buy/Sell calls

Independent equity research

Stock research.
The evidence behind the view.

Company analysis, SEC filing changes and public follow-ups. Read the thesis, inspect the assumptions, and see what happened next.

Free research to read now. Premium research is coming.

From the research desk

Find your next read.

All research →

LF0 Research Desk

Know how the research works.

A rating is a thesis to examine. The original analysis and later scorecard reviews let you see both the reasoning and the outcome.