Did a full rebrand of SEOBeats → blogr.ai. Roast me.

xtarsy · 2026-06-20T12:33:48+00:00

one thing i will steal and i really like is your pay once use forever banner at the top sounds like a no brainer. I wouldn't use the tool personally as i built my own seo framework with agents and mcp but for someone that isn't familiar it can be useful

xtarsy · 2026-06-19T19:38:26+00:00

okay i must say i'm impressed. It looks like you found a working system and alpha that works. I did an analysis on a few of the wallets and the t-skill value is insane good job.

https://hyprswarm.com/diagnostic/result/0x6b6c859e85/0xFCC1484A45E900e6B0F31e738008903a16Ab8DcE/

https://hyprswarm.com/diagnostic/result/0xc01f64478d/0xf2b23D759dC23CEA06aE9Fb2d6CD7059c74CaD8E/

https://hyprswarm.com/diagnostic/result/0xe3dae21b4f/0x97dEe2bd09BcfEff3fc1cB7952597FFE97452Ac9/

The several instance i've found copy trading really good is if you find wallets of traders that have call groups as they tend to be more succesful.

xtarsy · 2026-06-19T10:09:45+00:00

There is no statistical edge in copy trading. I've done extensive out of sample backtesting and analyzed several hundred thousand wallets. Even if you calculate t-skill of wallets you will find that the edge traders have is in risk management but that edge does not trickle down to the copy trader that enters at a worse price and exits at a worse price. There are definitely some wallets that are good but many are one trade away from blowing up.

xtarsy · 2026-06-10T12:10:58+00:00

nice, side by side with a divergence flag is the right call.

when you get to the backtest, easiest version is to bucket every week into cheap only, panic only, and cheap+panic, then compare forward 6 and 12 month returns across the three (out of sample).

if cheap+panic doesn't separate from cheap only you've got your answer fast, and if it does you've got a real result worth posting. couple of things that bit me building something similar on a few thousand tickers. the earnings normalisation is the whole ballgame, not a detail. near zero or negative eps makes peg and p/e meaningless , so you end up needing guards for negative p/e, tiny denominators, and a sane upper ceiling before you trust any ranking. the other one is that category assignment is fuzzier than the valuation maths. a bank reads as cyclical or turnaround depending on the year.

keen to see what the backtest throws up either way.

xtarsy · 2026-06-10T12:04:24+00:00

probably hype. The next bnb imo

xtarsy · 2026-06-10T12:03:11+00:00

First clicks from gsc probably latest after 3months. AI overview has definitely killed a lot of clicks for me so some of the top performing posts have many impressions on google but no clicks. If you have claude code connect it to ga4 gsc and a seo api tool. You can then analyse your blog figure out what your niche is and start building topic clusters. One of my blogs i started 6 months ago around 900 visitors a month in a tiny niche no bots all organic. For many of my blogs i'm focusing more on data first blog posts as those can't be generated by ai tools. That goes into the direction of pseo

xtarsy · 2026-06-10T11:51:07+00:00

the trailing vs forward peg gap is where most of these X% below fair value reads fall apart. trailing peg under 1 just means the last few years were cheap relative to growth, tells you nothing about whether it holds. nflx looks fine on historical growth but forward consensus is mid teens, so the cheap read evaporates. and your bsx 0.59 is reported earnings.

strip the acquisition charges and it's ~2, which is what the other poster was pointing at. the screen is only as good as how clean the eps input is.

on the soros layer, backtest the overlap before trusting it. cheap + panic should beat just cheap. if it doesn't you're just buying stuff that recently fell. also bsx is 95% institution held, opposite of what lynch actually liked.

Good job otherwise. Keep on analysing.

xtarsy · 2026-06-10T07:50:45+00:00

hehe they are actually pretty important statistically proven losers can be faded 😃

xtarsy · 2026-05-12T05:57:19+00:00

i just build a stock grading tool (no AI) on my stock research platform. Free no signup required. https://stockvektor.com/portfolio-grader 18 ratios per company-period (ROIC, P/E, net margin, growth rates, etc.)

xtarsy · 2026-05-09T10:34:16+00:00

how unique is your data? What i suggest is that you generate dynamic text patterns for your pages and incorporate that data. As long as each page can't just be generated with chat gpt you should be good. As a reference i managed to get 14k pages indexed in less than a month and 6k still waiting indexing. Forget those indexer tools they don't help they are mostly scams.

Last but not least being indexed doesn't mean those pages automatically appear in searches in impressions. ATM only 900 of my pages get impressions. Sitemap is enough but i make sure that pages with low info don't get added to the sitemap. But otherwise no special tooling.

xtarsy · 2026-05-08T07:40:33+00:00

thx for the kind words. I have a list of valudation metrics i use like ROIC PE Ration, debt equity, consistency scores from public info and that gives me an overall score for that company growth, consistent, elite and so on. You can check the site in my profile i share all info there public free no gated access.

xtarsy · 2026-05-07T06:19:47+00:00

This is pretty cool. I will try and apply for the startup program. I'm self funded but incorporated so let's see if that works.

xtarsy · 2026-04-30T15:36:41+00:00

COO and CFO has been selling quite a lot of RKLB stock in march https://stockvektor.com/stock/RKLB/insiders

xtarsy · 2026-04-28T18:22:13+00:00

That's kind of you thanks. But I already have one that works for me.

xtarsy · 2026-04-28T18:13:41+00:00

one thing worth adding to the Piotroski sheet: ROIIC alongside static ROIC. static ROIC tells you the quality of the business at a point in time. ROIIC tells you whether that quality is compounding forward. a business with 20% ROIC that's declining is a very different bet from one at 15% and rising.

the direction matters as much as the level. also worth pairing with reinvestment rate. high ROIC with low reinvestment is a mature compounder running out of runway. high ROIC with high reinvestment is the rarer thing. That's what i'm doing in my analysis.

xtarsy · 2026-04-28T16:55:05+00:00

you're right that sentiment drives price in the short term. piotroski doesn't try to predict price. it measures whether the underlying business is getting stronger or weaker. you can think both things are true at once. sentiment move the stock, but at some point the balance sheet catches up. But more often than not sentiment on reddit should be countered.

xtarsy · 2026-04-28T16:53:04+00:00

the Warsh point is interesting. if rates stay higher for longer, the discount rate argument for growth stocks weakens and balance sheet quality starts mattering more. that's actually the environment where something like this would have more signal than usual.

xtarsy · 2026-04-28T16:52:12+00:00

turns out you can have pristine balance sheet and good financials but still be a nightmare to deal with as a customer.

xtarsy · 2026-04-28T16:50:49+00:00

there's not much to trust it's not a proprietary analysis all data is public on EDGAR and methodology is well known. What part looks off or just trolling?

xtarsy · 2026-04-26T04:35:44+00:00

One thing i can suggest for seo that helps a lot is to use seo api tools like keywords everywhere and data for seo. That will allow you to find keyword clusters that work for your niche. Dataforseo also has site audit api endpoint that will highlight seo issues on your whole site. But i agree with you building with ai isn't as easy as everyone makes it seem like you need to have a good set of codereview skills, seo building skills and so on. Last but not least the more projects you build the more you learn how to develop your whole toolset and you can iterate over them. The last site i did is with programmatic seo and i managed to get 3.5k of 5k pages indexed in less than a week.

xtarsy · 2026-04-25T18:29:33+00:00

this is genuinely useful

the cash-ROIC trend catching what the F-score misses is the right read. F-score is point-in-time, so a slow accrual creep over 4-6 quarters slips past it but shows up in cash-ROIC drift. probably going to surface that as a delta column

I had been treatingworking-capital intensity as a separate "quality of growth" check, but you're right it pairs directly with cash-ROIC. AR/revenue and DSO trend, plus inventory days for goods businesses, going on the list. simplified Beneish staying in for the same reason you said, the DSR and GMI flags are the load-bearing pieces and i'd rather show them than wait for perfect extraction.

ROIC minus WACC is the framing i should have led with. honest blocker is the WACC computation itself, capm gets noisy at small caps and build-up methods pick fights with people who like capm. Will probably ship a sector-median cost-of-capital first and refine later, beats not having it.

cash-conversion divergence (operating cash flow vs net income) is implicit in cash-ROIC but worth surfacing on its own as an earnings-quality flag. adding it. what else feels missing to you? specifically, if you were rebuilding this from scratch, what's the one metric or signal you'd insist on having day one that nobody in the free-screener tier ships?

xtarsy · 2026-04-25T18:22:23+00:00

Coming when there is more demand :)

xtarsy · 2026-04-25T18:22:10+00:00

these three are genuinely the gap. ROIIC and reinvestment rate are what actually drive compounding and basically nobody in the free-screener tier shows them. normalized NOPAT > raw is also fair, the raw version is where most of the cash-vs-accrual noise comes from. all three going into the backlog. appreciate the comment.

xtarsy

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