#Financials · Pundit Scoreboard · Stock calls

94 calls 47 decided 8 hits 24 partial 15 misses 46 pending

🏆 The Scoreboard

📈 Mid 60-360 days

🌳 Long >360 days

💡 Three time horizons: Short <60d · Mid 60-360d · Long >360d
💰 Avg P/L = equal-weight blind-follower model — average return per decided call

💸 Spectacular Misses

Sorted by loss magnitude. Up to 3 cards per pundit.

ZipTrader · 2022-01-13
🌳 Long #Financials
Miss
SOFI LONG
my price target on so far is 27 which i set as a healthy middle ground between my estimated 2022 fair value and estimated 2023 fair value
VS Reality
Miss: Entry $13.09 → Exit $5.44 · P/L -58.4% · vs SPY -45.6% · Target $27.00
Mad Money · 2025-06-03
🌳 Long #Financials
Miss
PYPL LONG
Alex Chris is really coming. He He did not deliver in a couple of quarters. I now think he is ready to roll. I like the stock of PayPal.
VS Reality
Miss: Entry $70.95 → Exit $42.61 · P/L -39.9% · vs SPY -67.9%
Joseph Carlson · 2025-04-30
🌳 Long #Financials
Miss
SPGI LONG
this is a company that still today right now I believe is attractively valued. When we combine the quality and the current valuation multiple, this one's still…
VS Reality
Miss: Entry $494.97 → Exit $430.23 · P/L -13.1% · vs SPY -44.2%
TheChartGuys · 2025-01-10
⚡ Short #Financials
Miss
XLF SHORT
the financial sector rolled over in a big way today this was the first red flag for me... this is the first close below weekly EMA 12 support since all the way…
VS Reality
Miss: Entry $46.43 → Exit $50.50 · P/L -8.8% · vs SPY -12.4%
📈 Mid #Financials
Miss
SQ SHORT
Square will start to dive lower. Therefore, I bought put options today, and my expectations are that we will go all the way back at least to 197.
VS Reality
Miss: Entry $226.13 → Exit $235.97 · P/L -4.4% · vs SPY -12.5% · Target $197.00
ZipTrader · 2021-11-02
📈 Mid #Financials
Miss
SOFI LONG
I would gander it gets very, very close to being north of 30.
VS Reality
Miss: Entry $22.68 → Exit $11.45 · P/L -49.5% · vs SPY -44.4% · Target $30.00
Joseph Carlson · 2025-04-07
🌳 Long #Financials
Miss
EFX LONG
This morning, I bought $3,000 of Equifax stock and I have another order of $7,000 going into Equifax. That is $10,000 of that stock just today.
VS Reality
Miss: Entry $206.12 → Exit $181.22 · P/L -12.1% · vs SPY -44.3%
Mad Money · 2025-05-16
🌳 Long #Financials
Miss
V LONG
And absolutely. I think Visa is sensational.
VS Reality
Miss: Entry $362.26 → Exit $325.75 · P/L -10.1% · vs SPY -35.9%
TheChartGuys · 2025-03-01
⚡ Short #Financials
Miss
XLF LONG
this is a bull flag at all-time highs and look at this recovery we went straight up 2%... if XLF gets back to all-time highs the S&P 500 Bulls you know can bre…
VS Reality
Miss: Entry $51.20 → Exit $46.72 · P/L -8.8% · vs SPY -2.3%
ZipTrader · 2025-05-06
🌳 Long #Financials
Miss
PYPL LONG
Folks, in my view, PyPL is a must look at right now. We've liked PayPal for a while, and I've long believed they were going to succeed at their pivot. and this…
VS Reality
Miss: Entry $67.69 → Exit $46.27 · P/L -31.6% · vs SPY -64.5%
TheChartGuys · 2025-04-05
⚡ Short #Financials
Miss
XLF SHORT
we confirm that week... still in freef fall at the moment. We don't have a bottom. We're going to look for an hourly lower high. Well, actually, we have a shor…
VS Reality
Miss: Entry $43.53 → Exit $47.29 · P/L -8.6% · vs SPY -17.6%
Mad Money · 2025-05-12
🌳 Long #Financials
Miss
COF LONG
Capital One most sense of the potential defaults because of its poor credit card clientele. That skyrocketed more than 6%. It has been my favorite in the club.…
VS Reality
Miss: Entry $196.42 → Exit $182.92 · P/L -6.9% · vs SPY -34.9%
Joseph Carlson · 2023-12-12
🌳 Long #Financials
Miss
SPGI LONG
even though S&P Global is up 26% this year I believe it has further Catalyst for 2024... with the IHS Market transaction firmly behind them and a clear path ah…
VS Reality
Miss: Entry $418.45 → Exit $506.75 · P/L +21.1% · vs SPY -10.9%

🎯 Spot-On Calls

Sorted by realized gain. Up to 3 per pundit.

Mad Money · 2025-04-28
🌳 Long #Financials
Hit
C LONG
I want you to buy City. I It's not my favorite. You're absolutely right. So wells just one more consent degree knockdown. Capital One is my absolute favorite. …
VS Reality
Bullseye: Entry $66.24 → Exit $127.92 · P/L +93.1% · vs SPY +62.5%
IBD Live · 2025-01-10
🌳 Long #Financials
Hit
JPM LONG
there's a lot of positive backdrop for J.P. Morgan... this is acting well... this one has generally been seen as one of the better run big banks... that RELA s…
VS Reality
Bullseye: Entry $233.85 → Exit $327.51 · P/L +40.1% · vs SPY +19.1%
🌳 Long #Financials
Hit
XLF LONG
buying the dip in financial names makes a lot of sense.
VS Reality
Bullseye: Entry $30.82 → Exit $36.77 · P/L +19.3% · vs SPY +3.3%
TheChartGuys · 2024-12-31
⚡ Short #Financials
Hit
XLF LONG
however an hourly higher low compared to 4857 is likely the more likely scenario
VS Reality
Bullseye: Entry $47.42 → Exit $47.34 · P/L -0.2% · vs SPY +0.5% · Target $48.57
Mad Money · 2025-04-23
🌳 Long #Financials
Hit
GS LONG
I think Goldman at 11.8 times earnings is the way to go.
VS Reality
Bullseye: Entry $516.29 → Exit $927.21 · P/L +79.6% · vs SPY +45.8%
Mad Money · 2025-05-19
🌳 Long #Financials
Hit
GS LONG
Now that the IPO market's making a comeback, I think it can continue barring any additional insanity on the tariff front. Same goes for M&A. So, if I'm right, …
VS Reality
Bullseye: Entry $597.24 → Exit $924.66 · P/L +54.8% · vs SPY +30.1%

🔮 Pending Verdicts

Bold calls whose horizon hasn't expired yet. Bullseye or miss?

Mad Money · 2025-06-05
🌳 Long #Financials
Pending
COF LONG
And I'm hoping that COF Capital One, which just bought Discover Financial, that it could enter the 52- week hollow ground. It's cheap. It'll have a gigantic bu…
VS Reality
Horizon: 2026-06-05 · 1 days remaining
Sven Carlin · 2023-06-11
🌳 Long #Financials
Pending
PYPL SHORT
I wouldn't touch it because I don't see being there in 10 years something else will come somebody will go after this market cap of 70 billion to make it easier…
VS Reality
Horizon: 2026-06-11 · 7 days remaining
ZipTrader · 2025-07-01
🌳 Long #Financials
Pending
HOOD LONG
longer term a lot of upside potential here and there's a lot that this company can work with
VS Reality
Horizon: 2026-07-01 · 27 days remaining
TheChartGuys · 2026-04-25
📈 Mid #Financials
Pending
XLF LONG
start daily consolidation and with it, XLF, XLV, XLI, XLB, all these sectors drop as well. And everything's dropping together. Best case for the bulls, semi se…
VS Reality
Horizon: 2026-07-25 · 51 days remaining
ARK Invest · 2025-08-27
🌳 Long #Financials
Pending
HOOD LONG
If you think about like the product development of Robin Hood from the beginning, has always been we're going to lower costs uh such that we're really the only…
VS Reality
Horizon: 2026-08-27 · 84 days remaining
Joseph Carlson · 2025-09-19
🌳 Long #Financials
Pending
EFX LONG
I consider Equifax a buy right now. I think that it's a great company. It's at an attractive price and I believe that there's more upside than downside.
VS Reality
Horizon: 2026-09-19 · 107 days remaining
IBD Live · 2026-01-09
🌳 Long #Financials
Pending
JPM LONG
The money center banks have tended to outperform the regional banks because of that capital market stuff, that investment banking, the M&A, IPOs... the earning…
VS Reality
Horizon: 2027-01-09 · 219 days remaining
Meet Kevin · 2026-02-26
🌳 Long #Financials
Pending
MA LONG
I personally think it's more likely that Visa and Mastercard are going to profit off of stable coins before they pass on some of those benefits to us.
VS Reality
Horizon: 2027-02-26 · 267 days remaining
Aswath Damodaran · 2023-05-08
🌳 Long #Financials
Pending
C LONG
Yesterday I did pull the trigger on City where I bought city city trades at a half of Book value it has below average returns and Equity it's it's well below i…
VS Reality
Horizon: 2028-05-08 · 704 days remaining
Mad Money · 2025-06-06
🌳 Long #Financials
Pending
COF LONG
Capital One speaking at a Morgan Stanley conference, which will be the first time it's told the story of its merger with Discover Financial, which I think will…
VS Reality
Horizon: 2026-06-06 · 2 days remaining
ZipTrader · 2025-08-18
🌳 Long #Financials
Pending
SOFI LONG
I believe it has significantly more to run. And you got to make sure that this is a top stock on your radar
VS Reality
Horizon: 2026-08-18 · 75 days remaining
ARK Invest · 2025-08-27
🌳 Long #Financials
Pending
HOOD LONG
it's probably not good for Robin Hood. makes going to the app even better and much better experience. They're probably getting some new customers as well just …
VS Reality
Horizon: 2026-08-27 · 84 days remaining
Joseph Carlson · 2025-09-29
🌳 Long #Financials
Pending
SPGI LONG
S&P Global is a tremendously powerful, diversified, wide remote company... I believe this is a good entry price.
VS Reality
Horizon: 2026-09-29 · 117 days remaining
Mad Money · 2025-06-23
🌳 Long #Financials
Pending
V LONG
There have been many, many times in my career that people have challenged Visa. Many times that people have sold Visa. Every time they are wrong and they will …
VS Reality
Horizon: 2026-06-23 · 19 days remaining
ARK Invest · 2025-09-26
🌳 Long #Financials
Pending
HOOD LONG
Robin Hood on the brokerage side clearly taking share from these legacy financial institutions that have trillions under custody... Coinbase on the real core b…
VS Reality
Horizon: 2026-09-26 · 114 days remaining
Joseph Carlson · 2023-11-02
🌳 Long #Financials
Pending
SPGI LONG
S&P Global This company I've talked about routinely as being a compounder, having a diversified set of businesses within its name and all of them are high qual…
VS Reality
Horizon: 2026-11-02 · 151 days remaining
ZipTrader · 2022-05-11
🌳 Long #Financials
Pending
SOFI LONG
in 2025 and 52 31 in 2026
VS Reality
Horizon: 2026-12-31 · 210 days remaining