

Stock picks
CEO/CIO @FirstWaveFund, long-biased hedge fund, interested in undervalued growth stocks w/ under-appreciated fundamentals & catalysts, looking for 3-5x baggers
x.com/jonahluptonNot financial advice.
Returns are direction-adjusted price returns using the leaderboard’s execution logic: entries and explicit exits at the next trading day’s open, open takes at the latest completed close. Bearish returns invert with price. Not adjusted for dividends, fees, or short-borrow costs. Dates are when Drip first tracked the take, not the analyst’s own entry. Price data by CoinGecko.
Across 2 measurable closed takes: average -18.9%, following every one of them equal weight -100.0%, versus -1.8% for SPY over the same windows (-17.1%).