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Adrien Chantreuil
Founder, ACCE Investments
Founder of ACCE Investments. I build the scoring engine and the indices behind it, and publish every pick with its outcome — including the losers. Research here is drafted with AI assistance and reviewed by me before it goes out.
Publicaciones (50)
Análisis de índices
Do politicians beat the stock market? We tested 6,487 trades
House members' disclosed stock purchases returned +6.0% over 6 months. The S&P 500 returned +7.1% over the same windows. We tested 6,487 trades.
EducaciónSep 14, 2026
AI Customer Support and Margins: What "the Easy 80%" Means for Small Businesses
AI support agents now handle the routine 80% of customer queries. Here is what that does to margins, cash flow and operating leverage, and the risks to watch.
Actualización de valorSep 10, 2026
$AEO Reports 9.7% Revenue Growth, Trades at 60% Discount to Fair Value
American Eagle Outfitters reported 9.7% YoY revenue growth. With a 6-model fair value of $27.16 vs a $16.89 price, $AEO trades at a significant discount.
Actualización de valorSep 8, 2026
$GME Posts 76.5% EPS Jump in Quarter Ended June 2, 2026
GameStop reported EPS of $0.30 for the quarter ended June 2, 2026, up 76.5% from $0.17 a year earlier. Revenue grew 14.1% year over year.
Análisis de índicesSep 7, 2026
ACCE Defense & Aerospace Index 2026: RTX, LMT, GD, NOC Analyzed
ACCE Defense & Aerospace sits at NAV 1003.29 with RTX, LMT, GD, HII, and NOC as top holdings. Here's what the weights reveal about the sector in 2026.
Actualización de valorSep 3, 2026
$TLYS Cuts Losses Sharply as Revenue Jumps 15.9%
Tilly's $TLYS narrowed its per-share loss and grew revenue 15.9% in the quarter ended June 3, 2026. ACCE score sits at 56 with Momentum at 97/100.
Actualización de valorSep 1, 2026
$URBN Score Jumps 10 Points to 79 as Momentum Hits 90
Urban Outfitters' ACCE composite score rose from 69 to 79. Momentum leads at 90/100, backed by 75.9% earnings growth and a 20.3% one-year return.
Perspectiva del mercadoAug 31, 2026
Commodity Stocks 2026: GSG, LPG, PXT.TO, USO Analyzed
GSG is up 47% in a year, LPG earned 55.6% net margins, and PXT.TO trades at 3.4x trailing earnings. Here's what the commodity rally means for equity investors in 2026.
Actualización de valorAug 27, 2026
$URBN Earnings: EPS Up 12.1%, Revenue Climbs 11.4%
Urban Outfitters posted EPS of $1.30 for the quarter ended May 20, 2026, up 12.1% YoY. Revenue grew 11.4%. ACCE score sits at 74/100.
Actualización de valorAug 25, 2026
$RGNX ACCE Score Drops 14 Points to 38 — What Drove It
REGENXBIO's ACCE composite score fell from 52 to 38. We break down what likely drove the move across growth, value, quality, and momentum.
Resumen de seleccionesAug 24, 2026
TTD, CMCSA, NFLX, BABA, ORCL: Open Picks Scorecard 2026
TTD is down 74.6% over one year and logged a confirmed loss. Here's how every open ACCE pick, CMCSA, NFLX, BABA, ORCL, BSX and more, stands today.
Actualización de valorAug 21, 2026
$NTES Reports Mixed Q: EPS Drops 87.4%, Revenue Up 6.1%
NetEase reported its most recent quarter on August 20, 2026. EPS fell 87.4% year over year while revenue grew 6.1%. ACCE score sits at 67/100.
Actualización de valorAug 21, 2026
$BNTX ACCE Score Jumps 10 Points to 34 — What Shifted
BioNTech's ACCE composite score rose from 24 to 34. Here's what likely drove the move and what the current data says about the stock.
Actualización de valorAug 21, 2026
$PBR ACCE Score Jumps 23 Points to 97/100
Petrobras $PBR hits an ACCE composite score of 97/100 after a 23-point jump. Here's what the data says about Growth, Value, Quality, and Momentum.
Actualización de valorAug 20, 2026
$SQM Earnings: EPS Jumps 645% as Revenue Surges 69.8%
SQM reported a massive earnings turnaround in its most recent quarter, with EPS rising from $0.31 to $2.31 year over year. Here's what the numbers show.
Actualización de valorAug 20, 2026
$CAN Reports Earnings Amid Revenue Drop and EPS Swing
Canaan Inc. $CAN reported its most recent quarter on August 20, 2026, with a swing to a loss and revenue down 24.3% year over year. ACCE score: 24/100.
Actualización de valorAug 20, 2026
$KB Earnings: Revenue +18.5% but EPS Drops Sharply in Q2 2026
KB Financial Group reported Q2 2026 earnings with 18.5% revenue growth but a steep EPS decline from $4,565 to $3.16 year over year. ACCE score holds at 78.
Actualización de valorAug 19, 2026
$TOL Reports Earnings: Revenue Dips 7.6%, Valuation Gap Widens
Toll Brothers reported earnings on Aug 18, 2026. Revenue fell 7.6% YoY, yet the 6-model fair value sits at $208.45, a 46.8% premium to the current price.
Actualización de valorAug 19, 2026
$COLO-B Reports Earnings: +2.2% Revenue Growth, Score at 48
Coloplast $COLO-B reported earnings on 2026-08-18 with +2.2% YoY revenue growth. ACCE score sits at 48/100. Full breakdown inside.
Actualización de valorAug 19, 2026
$VIK Posts Revenue Jump but EPS Swings to Loss in Latest Quarter
Viking Holdings $VIK reported a 17.5% revenue jump but swung to a per-share loss in the quarter ended May 14, 2026. ACCE score sits at 68/100.
Actualización de valorAug 18, 2026
$AS Earnings: EPS Jumps 40.7%, Revenue Up 32.1%
Amer Sports $AS posted EPS of $0.38 for the quarter ended May 19, 2026, up 40.7% from $0.27 a year earlier, with revenue growing 32.1% year over year.
Actualización de valorAug 18, 2026
$ZTO Posts 8.9% EPS Growth as Revenue Surges 22%
ZTO Express reported EPS of 2.95 for the quarter ended May 19, 2026, up 8.9% YoY, while revenue climbed 22.0%. ACCE score sits at 69/100.
Actualización de valorAug 18, 2026
$INDI Score Jumps 10 Points to 43 — Momentum Leads the Way
indie Semiconductor's ACCE composite score rose from 33 to 43. Here's what's driving the move and what the breakdown reveals about $INDI right now.
Actualización de valorAug 17, 2026
$FN Reports Earnings: Revenue Jumps 39.3% Year Over Year
Fabrinet $FN posted 39.3% year-over-year revenue growth in its most recent quarter. ACCE score sits at 69/100. Here's what the numbers show.
Actualización de valorAug 17, 2026
$DOYU Swings to Profit but Revenue Falls 13.2%
DouYu International posted a swing from loss to profit in the quarter ended May 28, 2026, but revenue fell 13.2% year over year. ACCE score sits at 43/100.
Actualización de valorAug 17, 2026
$CIB ACCE Score Jumps 15 Points to 84 — What Drove It
Grupo Cibest's ACCE composite score surged from 69 to 84. Here's what the subscore data tells us about what changed and what to watch.
Análisis de índicesAug 17, 2026
ACCE Smart Money Index 2026: Holdings, Weights, and Outlook
ACCE Smart Money sits at NAV 1081.69 with MSFT, NVDA, AMZN, V, MA, UBER, and SPOT among its top holdings. Here's what the equal-weight structure reveals.
Actualización de valorAug 14, 2026
$ASND Reports 144% Revenue Surge but Misses EPS Estimates
Ascendis Pharma posted 144.3% revenue growth in its most recent quarter but missed EPS estimates by 2.2%. ACCE score sits at 60/100. Full breakdown inside.
Actualización de valorAug 14, 2026
$MIDD ACCE Score Drops 21 Points to 44 — What Changed
Middleby Corporation's ACCE composite score fell from 65 to 44. Here's what the subscore breakdown reveals about the pressure behind that move.
Actualización de valorAug 14, 2026
$SMCI Score Jumps 10 Points to 74 — What's Driving It
Super Micro Computer's ACCE composite score rose from 64 to 74. Here's what the data says about growth, value, momentum, and the risks still in the mix.
Actualización de valorAug 13, 2026
$LGN Posts 105% Revenue Jump, ACCE Score Holds at 53
Legence Corp. $LGN reported earnings on Aug 13, 2026, with quarterly revenue up 105.1% year over year. ACCE score sits at 53. Full breakdown inside.
Actualización de valorAug 13, 2026
$BTBT Earnings: Revenue Up 10.9%, But Losses Deepen
Bit Digital $BTBT posted 10.9% revenue growth for the quarter ended May 15, 2026, but EPS swung sharply deeper into loss territory. ACCE score sits at 34/100.
Actualización de valorAug 13, 2026
$UVV ACCE Score Drops 10 Points to 32 — What's Driving It
Universal Corporation's ACCE composite score fell from 42 to 32. Here's what the subscore breakdown tells us about the pressure building in $UVV.
Actualización de valorAug 12, 2026
$SMCI Earnings: EPS Jumps 171% in Quarter Ended May 5
Super Micro Computer posted EPS of $0.84 vs $0.31 a year ago and revenue growth of 122.7% YoY. ACCE score sits at 68. Full breakdown inside.
Actualización de valorAug 12, 2026
$VG Posts 58.9% Revenue Jump as EPS Holds Flat
Venture Global $VG reported its most recent quarter on August 11, 2026: revenue up 58.9% YoY, EPS flat at $0.14, ACCE score 79, fair value upside 25.1%.
Actualización de valorAug 12, 2026
$EDIT ACCE Score Jumps 18 Points to 49 on Momentum Surge
Editas Medicine's ACCE composite score rose from 31 to 49. Here's what's driving the move and what the subscore breakdown tells us about $EDIT right now.
Actualización de valorAug 11, 2026
$FANG ACCE Score Jumps 23 Points to 81 — What Drove It
Diamondback Energy's ACCE composite score surged from 58 to 81. Here's what the Growth 100, Momentum 90, and fair-value gap tell us about the move.
Actualización de valorAug 11, 2026
$BAM ACCE Score Jumps 12 Points to 72 — What Drove It
Brookfield Asset Management's ACCE composite score rose from 60 to 72. Here's what the subscore breakdown tells us about the move — and the risks still present.
Actualización de valorAug 11, 2026
$EMR ACCE Score Jumps 10 Points to 66 — What Drove It
Emerson Electric's ACCE composite score moved from 56 to 66. Here's what the subscore breakdown tells us about the shift and what to watch next.
Actualización de valorAug 10, 2026
$VIAV ACCE Score Jumps 12 Points to 70 on Growth and Momentum Surge
Viavi Solutions' ACCE composite score rose from 58 to 70. Here's what's driving the move and what the data says about the full picture.
Actualización de valorAug 10, 2026
$UBER ACCE Score Jumps 15 Points to 65 — What Drove It
Uber's ACCE composite score moved from 50 to 65. Here's what the Growth 76, Quality 81, and Value 66 subscores tell us about the shift.
Actualización de valorAug 10, 2026
$INDI ACCE Score Jumps 16 Points to 39 — What Shifted
indie Semiconductor's ACCE composite score moved from 23 to 39. Here's what likely drove the +16-point jump and what the data still flags as a concern.
Actualización de valorAug 7, 2026
$ATI Posts 66% EPS Jump but Valuation Gap Widens
ATI Inc. reported EPS of $1.23 vs $0.74 a year ago, a 66.2% jump. Revenue grew 0.6% YoY. Here's what the numbers say about $ATI right now.
Actualización de valorAug 7, 2026
$HLNE ACCE Score Jumps 21 Points to 73 — What Drove It
Hamilton Lane's ACCE composite score moved from 52 to 73. Here's what the Growth 100, Quality 96, and Value 73 subscores tell us about the move.
Actualización de valorAug 7, 2026
$BEAM ACCE Score Drops 13 Points to 29 — What Drove It
Beam Therapeutics' ACCE composite score fell from 42 to 29. We break down what likely drove the move across growth, value, quality, and momentum.
Actualización de valorAug 6, 2026
$CTVA ACCE Score Drops 17 Points to 50 — What Changed
Corteva's ACCE composite score fell from 67 to 50. We break down what likely drove the move and what the current data says about the stock.
Actualización de valorAug 6, 2026
$JAZZ ACCE Score Jumps 11 Points to 78 — What Drove It
Jazz Pharmaceuticals' ACCE composite score rose from 67 to 78. Here's what the data shows about quality, momentum, and fair value behind the move.
Actualización de valorAug 6, 2026
$OWL ACCE Score Drops 10 Points to 44 — What Changed
Blue Owl Capital's ACCE composite score fell from 54 to 44. Here's what the subscore breakdown reveals about growth, momentum, and earnings quality.
Actualización de valorAug 5, 2026
$AMPL Earnings: EPS Swings Toward Breakeven, Revenue +16.9%
Amplitude Inc. $AMPL posted a near-breakeven EPS and 16.9% revenue growth for the quarter ended May 6, 2026. ACCE score sits at 47/100.
Actualización de valorAug 5, 2026
$ICE ACCE Score Drops 10 Points to 54 — What Changed
Intercontinental Exchange's ACCE composite score fell from 64 to 54. Here's what the subscore breakdown reveals about the move.