What actually is DadFin?

DadFin is a weekly stock-picking engine for US and Canadian equities. Every Sunday it scores the listed universe, publishes five books of five names with weights, then shows what those picks did. You get the screener, the scores, the per-name research, and the public record on one site.

Is DadFin a Koyfin alternative?

No. Koyfin is a charting workstation you configure. DadFin is an engine that already issued a verdict and will show you whether that verdict made money. Use Koyfin to explore; use DadFin to keep score.

How does it compare to Bloomberg?

It does not replace a Bloomberg Terminal (~$2,665 per seat per month). Bloomberg covers every asset class. DadFin covers US and Canadian equities, publishes named picks, and keeps score — from $20 a month on introductory Investor pricing.

How is it different from Seeking Alpha?

Seeking Alpha is a publishing platform: many authors, many theses, quality varying by author. DadFin is one systematic engine, one methodology on every name, and one consolidated record. Nothing here is a contributor talking their own book.

The track record is negative right now. Why show it that way?

Because a record you only publish when it flatters you is marketing, not evidence. It is a young record. Annualised statistics stay suppressed until twelve independent observations exist. The current published figures are on the receipts board above — we do not swap this answer when the number turns green.

How current is the data?

The full engine run is weekly, published Sunday, and every page stamps which run it is reading. The Trader Score and the price tape are live intraday, refreshed about every fifteen minutes during the session, and labelled live so you cannot mix them up.

What is the eight-axis score?

Valuation, quality, growth, price action, risk, conviction, liquidity, and macro sensitivity — each versus the name’s own sector, not the whole market. An axis with no inputs renders as a hole, never a zero, so a data gap cannot look like a judgement.

Is this investment advice?

No. DadFin publishes quantitative research and a record of its own published picks. It is not personalised advice, it does not know your circumstances, and nothing on the site is a recommendation to buy or sell any security.

Do I need a card for the free week?

Yes for Investor and Trader — we take a card at signup so the week can start. You are not charged unless you stay past the free week. Cancel anytime before it ends and you pay nothing. The Letter is email only and stays $0.

What is the difference between Investor and Trader?

Investor is the Sunday desk: all five books, screener, Vault, portfolio scoring, The Wire. Trader is Investor plus the live Trading Floor, Opportunity Map, Gap/Day/Swing compare, and 15-minute Trader Score during the session.

What if I only want the email?

Subscribe to The Letter for $0. You get the Sunday gameplan, the Value book, the public receipts page, and the macro read — no paid desk required.

The Jensen Huang Affair Is Not This Week's Trade

Nvidia sold off after Jensen Huang said he was unfaithful and the board opened a spy inquiry. This week's five books are below, and the bots still won't sell the $8,590.

Dad Street · 2026-11-09 · 14 min read

The Weekly Gameplan · cohort of November 8, 2026 · engine 30.5 Monday morning, November 9. The paper pot is $102,143 . The same money, left in the S&P from the same start, is $98,461 . That lead is not the interesting number. The interesting number is $8,590 . That is unrealized. It is already inside the mark. Cashing it does not make the pot bigger. It stops the market from taking it back. We asked. Joking, mostly. Hank, Otto, and Dottie did not sell. The rules outrank the group chat. You can watch the whole thing on the dadfin.com landing page. No signup. Ticker, size, stop, and the result after costs, including the ones that look stupid. The demo is doing two jobs. The machines on that page are the same desks the Trader tier sees every day. Each bot gets a slice of the pot and has to live with it. Hank sprints and is gone inside five sessions. Otto gardens and will sit there for weeks. Dottie holds cash until somebody is forced to sell. And the second job is the one the $8,590 is for. Entries are easy. Sitting still is the product. The tape this week was loud. The bots do not read it. Behind that, the model keeps grading itself. An update ships only if it beats the version it replaces: higher confidence, a better win rate, or more alpha versus the S&P. The opportunity map on the Today page is on ML 5.12 . This letter is engine 30.5 . The market is run by algorithms. We built one, and we left the losers on the homepage. --- 🧾 Four red weeks, one green book The S&P 500 finished the week of November 2 down 2.68% , at 7,376.86 . Fourth weekly decline in a row. One cohort beat its window. Value, dated November 1, returned +0.7% against −0.8% for the S&P. Alpha +1.5% . Nexa led that book, +9.8% on the week. The best name in any maturing cohort was $SWBI , +12.9% , sitting inside a Multipolar book that still lost money. The worst was $SCSC , −24.2% . That single name is most of why Small Cap finished −2.6% . Two additions: $VSNT into Value, $SU into Multipolar. Book Cohort Return S&P 500 Alpha Best Worst ----------- ----------------- ------ ------- ----- ------------- ------------ Value 2026-11-01 (open) +0.7% -0.8% +1.5% $NEXA +9.8% $BCRX -10.3% Dividend 2026-11-01 (open) -4.3% -0.8% -3.5% $IGM.TO +4.4% $CNQ -14.3% Multipolar 2026-11-01 (open) -5.1% -0.8% -4.3% $SWBI +12.9% $BTE -23.1% Small Cap 2026-11-01 (open) -2.6% -0.8% -1.8% $JAKK +12.2% $SCSC -24.2% AI Frontier 2026-11-01 (open) -7.3% -0.8% -6.5% $CARG +3.9% $SIMO -18.7% Read the right-hand column before you read the left. The week paid the people who owned one name and punished everyone else. --- 📊 The model has not flinched. The tape has. Regime: Expansion , 84% confidence. Live read: 73 of 100 . Stance: RISK-ON . Four down weeks, and the engine will not change its mind. The session print it is using is 7,519 . The VIX is 21.18 : warm, not on fire. The rule we wrote down in advance is dull on purpose. We do not fade a stance because a week felt bad. We fade it when the live read breaks. It has not. That can be wrong. It is at least written down before next week happens. A drop under 73 is the tell. Until then the primary trend, on our own score, still has room. --- 💎 Value — free Good businesses the market has priced as ordinary. Five names. Weights sum to 100%. Stock St Score Wt EY ROIC F SY 52w Short β Altman-Z ND/EBITDA --- ----- ------------ ----- ----- ----- ----- --- ----- ----- ----- ---- -------- --------- 1 $VSNT new 109.1 30.0% 15.1% 10.6% 5/9 3.3% -25% 4.8% 0.34 2.41 1.0x 2 $NEXA held 2 weeks 108.4 28.9% 9.7% 13.8% 7/9 4.9% +107% 1.1% 2.29 0.77 1.4x 3 $COLL new 109.2 19.3% 13.2% 14.4% 7/9 4.3% -44% 20.9% 0.18 1.25 2.5x 4 $HCA held 2 weeks 109.4 11.0% 7.3% 25.0% 7/9 10.3% +9% 3.6% 0.21 2.63 3.3x 5 $EFOR new 107.2 10.8% 9.5% 7.1% 4/9 12.1% -21% 10.0% 0.78 2.32 3.9x The Value book holds 5 names this week. We have three new entries alongside two positions held for 2 weeks. The book continues to focus on good businesses that the market prices as ordinary. 1. Versant Media Group, Inc. ($VSNT) · Communication Services $VSNT · Versant Media. New, and already 30% of the book. Earnings yield 15.1%, ROIC 10.6%, +2.0% from $33.69. The engine also auto-failed it: three-year revenue is shrinking faster than 5% a year, and that earnings yield is an outlier. MACD is above zero. The candle is a shooting star. We bought the cheapness and wrote down the reason it might be a trap. 2. Nexa Resources S.A. ($NEXA) · Basic Materials $NEXA · Nexa Resources. Held two weeks, 28.9% of the book. ROIC 13.8%, shareholder yield 4.9%. +6.7% from $11.40, and +9.8% on the week, the best print in the cohort. The argument against is not subtle. Altman-Z 0.77 is the distress zone. Chart: inverted hammer. 3. Collegium Pharmaceutical, Inc. ($COLL) · Healthcare $COLL · Collegium Pharmaceutical. New at 19.3%. ROIC 14.4%, earnings yield 13.2%, +1.8% from $24.21. Shorts have 20.9% of the float. Altman-Z 1.25, also distress. The chart gapped down and the engine bought it anyway. 4. HCA Healthcare, Inc. ($HCA) · Healthcare $HCA · HCA Healthcare. Second week, 11% of the book. The quality is the point: ROIC 25%, shareholder yield 10.3%, +1.5% from $494.99. The bill is the debt. Net debt / EBITDA 3.26x. Price is under pivot S1. 5. Everforth, Inc. ($EFOR) · Technology $EFOR · Everforth. New technology name, 10.8%. Shareholder yield 12.1%, earnings yield 9.5%, +1.7% from $34.34. Leverage is the tell, 3.92x net debt / EBITDA. It lost the 50-day and gapped down. Three new names. Two held. The book is still the same bet: ordinary prices on businesses that are not ordinary, with the failure mode printed next to the weight. --- 💵 Dividend Income the business can actually keep paying. Five names. Stock St Score Wt EY ROIC F SY 52w Short β…

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